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Investment Philosophy

Investment Scheme

PMS Clients

Broking Clients

Investment Philosophy

Investment Scheme

PMS Clients

Broking Clients

Folder: Portfolio Management

Investment Philosophy

Investment Scheme

PMS Clients

Broking Clients

Regulatory Documents

Disclosure Document
Investor Complaints
Investor Charter
Circulars
Disclosure of PMS Distributors

Fortune Wealth Management Company India Pvt Ltd Address: 1056, Avinashi Road, Coimbatore 641018 Email:pms@fortunewmc.com , info@fortunewmc.com
Phone:+91422-4334333

In case of investor grievance, mail us at complaints@fortunewmc.com or call us at +91422-4334333. You can also lodge your grievances with SEBI athttps://scores.sebi.gov.in. Clients can also visit SMART ODR Portal to file a dispute on SMARTODR( https://smartodr.in/login )

Filing of complaints on SCORES – Easy & quick

a. Register on SCORES portal

b. Mandatory details for filing complaints on SCORES
i. Name, PAN, Address, Mobile Number, Email ID

c. Benefits:
i. Effective communication
ii. Speedy redressal of the grievances

Direct on-boarding – As per SEBI Circular dated February 13, 2020 on Guidelines for Portfolio Managers, clients have an option to be on-boarded directly by the Portfolio Manager without intermediation of persons engaged in distribution services. For more details you may refer to the Disclosure Document available on our website or feel free to contact us on this website or pms@fortunewmc.com

SEBI Details:

SEBI Registration Number (PMS): INP000008622

SEBI Registration Number (NSE, BSE): INZ000190535

DP 12041600 CDSL IN-DP-103-2015

NSE ID : 12038 , BSE ID : 6255

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