Can I switch my existing investments to you?

You can choose to change your distributor (ARN) for existing Regular Plan investments by submitting a request to the AMC. We explain the process and its implications before you decide.

Do you have an office in Ahmedabad?

No - our only office is in Surat. We serve Ahmedabad clients by phone, video call and online platforms.

No. We are paid trail commission by the AMC on Regular Plans, as disclosed on our Commission Disclosure page.

Mutual Fund Distributor · Ahmedabad

Mutual fund distribution for investors in Ahmedabad

Name: Fortunate Investments
Address: E-4, Purnima Society, B/H Kakadia Complex, Kotak Bank Lane, Ghod Dod Road, Surat, Gujarat, 395007, IN
Telephone: +91 9712935455

AMFI Registered Mutual Fund Distributor · ARN-126150 · EUIN E204191

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Fortunate Investments serves investors in Ahmedabad and Gandhinagar remotely from our Surat office. We have been an AMFI Registered Mutual Fund Distributor (ARN-126150) since 2017.

Ahmedabad has a strong investing culture and many investors already hold several folios across fund houses. We help bring those holdings into a single consolidated view, set up SIPs and lump-sum investments, and handle the servicing - redemptions, switches, nominations and bank changes - so you are not juggling multiple portals.

Schedule a Call Call +91 9712935455

How we serve Ahmedabad

Phone and video-call meetings, including evenings by appointment
Online KYC, account opening and transactions
Folio consolidation and a single CAS-based portfolio view
Help with bonds & NCDs, loans against mutual funds or shares, and insurance

Office: E-4, Purnima Society, B/H Kakadia Complex, Kotak Bank Lane, Ghod Dod Road, Surat - 395007, Gujarat, India

Why investors work with us

Why clients in Ahmedabad choose us

Registered, verifiable, accountable

AMFI Registered Mutual Fund Distributor since 2017 (ARN-126150, EUIN E204191), NISM Series V-A certified. You can verify our registration on AMFI's website at any time.

A real office in Surat

Meet us in person at our Ghod Dod Road office, or speak to us by phone, WhatsApp or video call - whichever suits you.

Transparent about how we are paid

We deal in Regular Plans and receive trail commission from AMCs, disclosed on our Commission Disclosure page and visible in your CAS. No advisory fees, no hidden charges.

Risk profile before any product

Every client completes a structured risk-profiling questionnaire with a signed, dated report on file before we provide incidental advice on any scheme.

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For investors with scattered folios

If you have invested over the years through different apps, banks and agents, your holdings may be spread across many folios. We help you see everything in one place, update nominees and KYC, and simplify where it makes sense.

Products we distribute

Questions from Ahmedabad investors

Can I switch my existing investments to you?: You can choose to change your distributor (ARN) for existing Regular Plan investments by submitting a request to the AMC. We explain the process and its implications before you decide.
Do you have an office in Ahmedabad?: No - our only office is in Surat. We serve Ahmedabad clients by phone, video call and online platforms.
Is there any fee?: No. We are paid trail commission by the AMC on Regular Plans, as disclosed on our Commission Disclosure page.

Fortunate Investments is a sole proprietorship of Mehul Balubhai Patel, an AMFI Registered Mutual Fund Distributor (ARN-126150) - not a SEBI-registered Investment Adviser - and provides only incidental advice. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.