We are one of the oldest, award-winning, premier mutual fund distributors in Mumbai, registered with AMFI since 2003.
Over the past 30 years, we have grown with more than 2,500 happy families who have created enormous wealth with their long term investment horizon. In fact, we are now proud to serve the second generations of our investors!
Mr. Chandrakant Parekh, the promoter of the company is an ex-bank manager and a faculty member having over 30 years of experience in the financial services sector. He frequently writes about Mutual Fund in various newspapers and magazines. He has imparted training to hundreds of employees, Professionals and businessmen.
Our investor base comprises of senior professionals, doctors, advocates, Chartered Accountants, MNC Directors, senior executives, IT Professionals, Seamen, NRIs and many more from all walks of life.
(nee Niyati Parekh) is a first class commerce graduate from Mumbai University. She is also a qualified investment professional having completed her CFP (Certified Financial Planner) course.
She keeps track of all important financial targets of investors. She is assisted by a vibrant team of competent and qualified personnel.
We aim to constantly raise the standards in service and performance. We are committed to your financial well-being.
Please read these terms carefully before using our website.
Fortune Finserve LLP disclaims all responsibility for any loss, injury, liability or damage of any kind resulting from and arising out of, or any way related to any errors, omissions or inaccuracies or destructive properties of any information from the website and its content, including but not limited to technical inaccuracies and typographical errors, any third party websites or content therein directly or indirectly accessed through links, if any, including but not limited to any errors in or omissions therefrom
Under no circumstances, Fortune Finserve LLP nor any of its partners / employees/ representatives accept any liability legal or otherwise for any direct or consequential loss, injury, claim, liability or damages of any kind resulting from the use of or the inability to use the information/data, material contained in the Web Site to any User for special, direct, incidental, punitive, exemplary or consequential damages of any kind whatsoever in any way due, resulting from or arising in connection with the use of or the inability to use the Web Site or its content / information(s) and materials.
This Website is a resource for informational purposes only and is intended, but not promised or guaranteed, to be correct, complete, and up-to-date. The information(s) and material(s) does not purport to be a solicitation of offers to buy or sell any products. Users and/or visitors to the site are advised to consult investment advisors/financial planners and go through the company (ies) track record/offer document(s) etc., before taking any decisions, based on information and material provided in the site.
Fortune Finserve LLP reserves its rights to modify, suspend/cancel, or discontinue any or all service(s) at any time without notice, make modifications and alterations in any or all of the content, products and services contained on the site without prior notice.
Investments in financial products are not obligations of or guaranteed by Fortune Finserve LLP and are subject to investment risks.
All Mutual Funds and securities investments are subject to market risks and there can be no assurance that the scheme objective will be achieved, and the NAV of the schemes can go up or down depending upon the factors and forces affecting the securities market. Please refer the offer document, red herring prospectus, rules, regulation & notified guidelines before investing. Past performance may or may not be sustained in future performances. Insurance is the Subject Matter of Solicitation.
No part of this information material may be copied or duplicated in any form by means or redistributed without the written consent of Fortune Finserve LLP In no event shall any reader publish, retransmit, redistribute or otherwise reproduce any information provided by Fortune Finserve LLP in any format to anyone.
All the information contained in the statements/reports is solely meant for informational purposes for the use of recipient only and are issued at the request of the recipient. The transaction data and other information forming part of the statements/reports are generally obtained from a third-party feed, and we cannot verify the accuracy of the same. While we have taken due care and caution in the compilation of the data and the contents herein, no representation is made as to the reasonableness of the assumptions made within or accuracy or completeness of any data in this report. We specifically state that we cannot be held liable for any damages (monetary, legal or otherwise) caused by any error, omission, interruption, deletion, defect, failure, or technical issues in the statements/reports and that, we have no financial liability whatsoever to any recipient of the statements/reports. You are advised to verify the correctness and appropriateness of the contents of the statements/reports. Further, we are not responsible for any loss or delay in the receipt of the statements/reports. The recipient of the statements/reports alone shall be fully responsible and liable for any acts done or decision taken pursuant to or based on these statements. Appropriate professional advice, including advise on taxation, should be sought before dealing with any realised or unrealised gain/loss reflecting in the statements/reports. We reserve the right to rectify errors/discrepancies in the statements/reports, if any are observed or brought to our notice at any point in time, without being liable for such errors/discrepancies.
Your privacy is important to us. Please read our privacy policy carefully.
Welcome to the website of Fortune Finserve LLP. (“Company”, “we”, “us”, or “our”). We value the trust you place in us and are committed to protecting your personal data in accordance with the Digital Personal Data Protection Act, 2023 (DPDP Act) and applicable laws in India. This Privacy Policy explains how we collect, use, store, share, and protect your personal data when you access our website or avail of our services.
Personal data is collected only after obtaining your free, specific, informed, and unambiguous consent, unless processing is permitted under the DPDP Act for legitimate use.
You may withdraw your consent at any time, subject to legal and regulatory requirements.
We do not sell your personal data.
Your data may be shared only with:
All such parties are required to maintain confidentiality and data protection standards.
We implement reasonable security safeguards—technical, administrative, and physical—to protect personal data from unauthorized access, disclosure, alteration, or destruction.
Personal data is retained only for as long as required to fulfil the stated purpose or as mandated by law.
As per the DPDP Act, you have the right to:
Requests can be made using the contact details provided below.
The website may contain links to third-party websites. We are not responsible for the privacy practices or content of such external websites, and we encourage users to review their privacy policies independently.
This Privacy Policy may be updated periodically to reflect changes in law, regulations, or business practices. Updated versions will be posted on this website, and continued use constitutes acceptance of the revised policy.
For any grievances, you can write to us on info@fortunemoney.in
Transparency • Trust • Investor Protection
ARN - 156289
We don't charge fees to the investor for our services.
Disclaimer/Risk Factors – Fortune Finserve LLP is registered with the Association of Mutual Funds in India (AMFI) and holds ARN No. 156289. We are NISM Certified and AMFI Registered Mutual Fund Distributor and deal in regular plans only. Any views expressed are for informational purposes only and should not be construed as an offer, solicitation, endorsement, or inducement to invest. We provide incidental advice pertaining to mutual funds, including their appropriateness and suitability based on the investor’s risk profile. We are not Investment Advisors as defined under the SEBI (Investment Advisers) Regulations, 2013, and do not provide investment advice on SEBI-regulated products. We do not collect any transaction charge/fees for our services as we are compensated by AMCs for our dealings with them. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure applicable before finalizing on any investment decisions. We recommend checking with your tax advisor to understand any tax implications related to redemption and switch transactions. Nothing contained herein shall be construed as investment advice, recommendation, or an offer to buy, sell, or hold any securities or investment products. Investors should exercise independent judgment and evaluate the risks, merits, and suitability of any investment prior to investing. We do not provide indicative portfolios, yields, or returns, nor do we assure or guarantee returns for any scheme or transaction. Mutual Fund, SIF, PMS, AIF and GIFT City investments are subject to market risks. Mutual Fund, SIF, PMS, AIF and GIFT City involve relatively higher risk including potential loss of capital, liquidity risk and market volatility. Please read Scheme Information Document and all scheme related documents carefully before investing. Past performance is not indicative of future returns and there is no guarantee that the investment objective of any scheme shall be achieved.
Each SIP instalment and Lumpsum investment is locked-in for 3 years.
Each SIP instalment and Lumpsum investment is locked-in for 5 years or until the age of 60 and age of 65 for SBI Retirement Benefit Fund, whichever is earlier.
Each SIP instalment and Lumpsum investment is locked-in for 5 years or until the child attains 18 years of age, whichever is earlier.
These funds are suitable only for investors with a high risk profile and to be considered only if the investment horizon is at least 7 years.
By accessing this website, you acknowledge that you have read, understood, and agree to be bound by these terms and conditions.
For any Grievances / Service Requests / Feedback, please call us during office hours on
or you can write to us on
info@fortunemoney.inDownload our Android or iOS App for Tracking your Portfolio
Note : Mutual Funds investments are subject to market risks, read all scheme related documents carefully.