Disclaimer
Risk and general disclaimer for Fortunate Investments.
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Important: Mehul Balubhai Patel (Fortunate Investments) is a Mutual Fund Distributor, NOT a SEBI-registered Investment Adviser (RIA). We do not provide personalised investment advice. For personalised advice, please consult a SEBI-registered Investment Adviser.
Risk factors
Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance of any mutual fund scheme may or may not be sustained in future, and there is no guarantee that the investment objective of any scheme will be achieved. NAVs may go up or down depending upon market conditions. Investors should check and evaluate exit loads and the cost structure (TER) applicable at the time of investment.
Nature of our services
Mehul Balubhai Patel, trading as Fortunate Investments, is an AMFI-registered Mutual Fund Distributor (ARN 126150) - not a SEBI-Registered Investment Adviser. We deal in Regular Plans of mutual fund schemes and earn a trail commission on client investments, disclosed on our Commission Disclosure page. Direct Plans, offering a lower expense ratio, are available to investors directly through AMCs or MF Central; we do not earn commission on Direct Plans. No upfront fees are charged to investors.
No investment advice
Content on this website - articles, calculators, product descriptions - is for general informational purposes only and does not constitute personalised investment advice or a recommendation to buy or sell any security. For personalised investment advice, please consult a SEBI-Registered Investment Adviser.
Insurance disclaimer
Insurance is the subject matter of solicitation. Information on this website is for general informational purposes only and does not constitute insurance advice. Please read the policy terms, conditions and exclusions carefully before concluding a sale.
Grievance Redressal Officer
- Name
- Mehul Balubhai Patel
- Designation
- Proprietor & Grievance Redressal Officer
- contact@fortunateinvestments.co.in
- Phone
- +91 9712935455
- Response time
- Within 15 working days
If your complaint is not resolved, you may escalate it to SEBI SCORES (scores.sebi.gov.in) and thereafter to SMART ODR (smartodr.in). See our full Grievance Redressal policy.
Limitation of liability
We make no warranties, express or implied, regarding any product offered through this website and provide incidental distribution services only. We accept no liability for damages or losses arising from the use of, or reliance on, this website or its content.