Fortune Wealth PMS or Portfolio Management – Returns, Charges, Support & more
Fortune Wealth PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.
With a rich legacy of trust and expertise, Fortune Wealth Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.
In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.
| Total AUM | Rs.314.26 Cr. |
| Avg. 1 Year Return | 8.20% |
| Active Clients | 47 |
| No. of Strategies | 1 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 1 Year |
Fortune Wealth PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
Fortune Wealth Portfolio Management Service Performance or Returns
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Fortune Wealth PMS Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Best Strategies by Fortune Wealth Portfolio Management Services
Check out various strategies or Investment approaches provided by Fortune Wealth Portfolio Managers.
| Strategy Name | Multicap Value Fund |
| Start Date | 3-Jun-24 |
| Category | MULTI CAP & FLEXI CAP |
| Benchmark | S&P BSE 500 |
| AUM (Rs.) | 322.53 |
| No. of Stocks | NA |
| 1 Yr. Return | 8.20% |
| 3 Yr. Return | NA |
| 5 Yr. Return | NA |
| Fund Manager | Mr Jose C Abraham |
Top Fund Managers of Fortune Wealth PMS
#1
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Investment Facilities provide by Fortune Wealth Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Fortune Wealth Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Fortune Wealth PMS Dashboard Link
Web Platform
Fortune Wealth PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
Fortune Wealth Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
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Fortune Wealth PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Fortune Wealth Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof