About Fortunate Investments
An AMFI-registered Mutual Fund Distributor (ARN 126150), providing mutual fund distribution services since 2017.
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GrokAMFI-registered Mutual Fund Distributor. Registered with the Association of Mutual Funds in India (AMFI) since 2017.
Who we are and what we do.
Our core purpose is to provide fast-track financial solutions that help people enjoy a secure, well-planned retirement life.
Distribution & Service Support
We help you select and transact in suitable mutual fund schemes, with ongoing service support from a qualified and experienced team.
Aligned Recommendations
We draw on our knowledge of insurance, tax laws and mutual fund investments to suggest options aligned with each client's long-term and short-term goals.
Registration Details
- Distributor
- Mehul Balubhai Patel
- Entity Type
- Sole Proprietorship (Fortunate Investments)
- ARN
- 126150
- Initial Registration
- 24-JUL-2017
- Current Validity
- 13-JUL-2029
- EUIN
- E204191
- Certification
- NISM Series V-A (Mutual Fund Distributors)
Our Expertise
A single point of access across financial products, matched to your requirements.
Meet the team
Mehul Balubhai Patel
Proprietor & AMFI Registered Mutual Fund Distributor (ARN-126150 · EUIN E204191)
He operates a comprehensive financial services practice that helps clients with mutual fund distribution, goal-based investing, and long-term portfolio discipline. His core expertise lies in assisting retail investors in creating disciplined financial strategies through Mutual Funds, SIPs, Demat services, Fixed Deposits, and diverse Insurance segments (Life, Health, and General). He helps clients choose suitable products around milestones like child education, marriage funding, and retirement solutions.
Want to know more about how we work?
Reach out and we'll walk you through our process.