Experience a hassle-free financial journey
Goal-based mutual fund investing and incidental advice from an experienced, AMFI-registered distributor in Surat, Gujarat - from your first SIP to your retirement income plan.
Fortunate Investments is a sole proprietorship firm of Mehul Balubhai Patel.
ARN-126150 (Mehul Balubhai Patel)Initial Reg: 24-JUL-2017Valid until: 13-JUL-2029PAN AMFPP3905J
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GrokAMFI-registered since 2017, ARN 126150. Every recommendation is matched to your goals and risk profile - never to which product pays the highest commission.
See how we're paidWhat are your financial needs?
Everyone has different financial needs to achieve a beautiful, stress-free life. Tell us where you are, and we'll help you cross the bridge to where you want to be.
I Have Just Started Earning
Build strong money habits and start investing early with the right SIPs.
I'm Thinking of My Child's Future
Plan education and milestone goals with disciplined, long-term investing.
I Want to Own a Home
Structure your savings and loans to make your home purchase goal realistic.
I Want to Fulfill My Dreams
Turn travel, business or big-ticket goals into funded, time-bound plans.
I'm an Early Investor
Diversify wisely and align your portfolio with your real risk appetite.
I'm Preparing to Retire
Shift towards stability and predictable income as retirement approaches.
Get personalised guidance from an experienced mutual fund distributor.
Choosing financial products without understanding your goals is like taking medicine without a diagnosis. We provide incidental advice to help you understand the options relevant to your needs.
Plan
Share your goals, expenses, insurance and loans with us, and receive incidental advice on the investment and insurance products relevant to them.
Execute
Invest in the products you choose, with KYC, forms and transactions handled through one platform.
Manage
Track your journey and review/rebalance your investments to stay aligned with your goals.
Our product basket
From mutual funds to insurance, we offer a single point of access to a rich, unbiased basket of financial products, matched to your requirements.
Mutual Funds
Access schemes from virtually all AMCs in the country, in physical or demat mode, matched to your goals and risk profile.
NPS (National Pension System)
A government-backed retirement scheme offering flexibility, disciplined savings and long-term growth potential.
Equity & ETFs
Direct company ownership through equities, or diversified exposure through a basket of securities via ETFs.
Loan Against Mutual Funds
Unlock liquidity by borrowing against your mutual fund holdings, without having to liquidate your investments.
Loan Against Shares
Pledge approved shares from your demat account with a bank or NBFC and borrow against them, without selling your equity portfolio.
Bonds & NCDs
Government, PSU and rated corporate bonds and non-convertible debentures, with fixed coupons and stated maturities.
Bill Discounting
Short-tenure opportunities backed by business invoices - a credit exposure, not a deposit, with its risks explained upfront.
Insurance
Life and health insurance distribution focused on genuine risk cover, not just product selling.
Simple, transparent, uncluttered investing
At Fortunate Investments, our mission is to help clients create and manage wealth through simple, transparent and uncluttered service, with incidental advice that adds real value and results in actionable solutions, not just product sales.
Important
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. This website is for informational purposes only and does not constitute investment advice. For investment advice, please consult a SEBI-Registered Investment Adviser, and read all scheme-related documents carefully before investing.
Ready to plan your financial journey?
Get in touch for a personalised, no-obligation conversation about your goals.