An AMFI Registered Mutual Fund Distributor for investors across Gujarat
AMFI Registered Mutual Fund Distributor · ARN-126150 · EUIN E204191
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Perplexity
GrokFrom our office in Surat, Fortunate Investments serves investors across Gujarat - Surat, Ahmedabad, Vadodara, Rajkot, Bharuch, Navsari, Valsad and beyond. We are an AMFI Registered Mutual Fund Distributor (ARN-126150) since 2017, run by Mehul Balubhai Patel.
We work in English, Hindi and Gujarati, and combine a personal relationship with online convenience: e-KYC, digital mandates and online transactions mean distance is no barrier.
How we serve Gujarat
- In-person meetings at our Surat office
- Phone, WhatsApp and video calls across Gujarat
- Online KYC, account opening and transactions
- Mutual funds, SIPs, insurance, NPS, bonds & NCDs and loans against securities through one contact
Office: E-4, Purnima Society, B/H Kakadia Complex, Kotak Bank Lane, Ghod Dod Road, Surat - 395007, Gujarat, India
Why clients in Gujarat 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.
Serving Gujarati families and businesses
Gujarat's investors range from first-time SIP investors to business families with complex needs. We keep things simple: understand your goals and risk profile, provide incidental advice on relevant products, and stay available for service whenever you need it.
Questions from Gujarat investors
- Which cities in Gujarat do you serve?
- All of Gujarat. Our office is in Surat; clients elsewhere work with us by phone, video call and online platforms.
- Do you speak Gujarati?
- Yes - we work in Gujarati, Hindi and English.
- Are you an investment adviser?
- No. We are an AMFI Registered Mutual Fund Distributor and provide only incidental advice. For fee-based investment advice, please consult a SEBI-registered Investment Adviser.
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.