Where is your office in Surat?

E-4, Purnima Society, B/H Kakadia Complex, Kotak Bank Lane, Ghod Dod Road, Surat - 395007. Please call ahead so we can give you our full attention.

Do I need to visit the office to invest?

No. KYC, account opening and transactions can be completed online. Many clients visit once to meet us and handle the rest digitally.

No. We deal in Regular Plans and receive trail commission from the AMC, as disclosed on our Commission Disclosure page.

Mutual Fund Distributor · Surat

Your AMFI Registered Mutual Fund Distributor in Surat

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 has served investors in Surat since 2017 from our office on Ghod Dod Road. We are an AMFI Registered Mutual Fund Distributor (ARN-126150), run by Mehul Balubhai Patel as a sole proprietorship.

Whether you are a salaried professional in Adajan or Vesu, a diamond or textile business owner in Varachha or Ring Road, or a retiree in Athwa or Piplod, we help you start and manage SIPs, invest lump sums, set up retirement income through SWPs and keep your family's insurance in order - with incidental advice and paperwork handled for you.

Schedule a Call Call +91 9712935455

How we serve Surat

Walk-in and scheduled meetings at our Ghod Dod Road office
Phone, WhatsApp and video calls for quick queries and reviews
Online transactions, e-KYC and digital mandates - no repeated office visits
Help with redemptions, switches, nominations and insurance claims

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 Surat 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 Surat's business families

Many of our Surat clients run their own businesses, where income is seasonal and working capital matters. We help separate business and personal goals - for example, liquid funds for a business cash buffer, SIPs for long-term family goals, and loans against mutual funds or shares for short-term needs instead of breaking investments.

Products we distribute

Questions from Surat investors

Where is your office in Surat?: E-4, Purnima Society, B/H Kakadia Complex, Kotak Bank Lane, Ghod Dod Road, Surat - 395007. Please call ahead so we can give you our full attention.
Do I need to visit the office to invest?: No. KYC, account opening and transactions can be completed online. Many clients visit once to meet us and handle the rest digitally.
Do you charge a fee?: No. We deal in Regular Plans and receive trail commission from the AMC, 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.