Mutual fund distribution for investors in Vadodara
AMFI Registered Mutual Fund Distributor · ARN-126150 · EUIN E204191
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Perplexity
GrokFortunate Investments is based in Surat and serves investors in Vadodara remotely. As an AMFI Registered Mutual Fund Distributor (ARN-126150) since 2017, we work with families and professionals who prefer a dedicated point of contact over a do-it-yourself app.
From employees of Vadodara's industrial and public-sector employers to doctors, teachers and business owners, we help with SIPs, lump-sum investments, tax-saving ELSS, retirement income and insurance - with KYC and transactions completed online.
How we serve Vadodara
- Phone and video-call meetings at a time that suits you
- e-KYC, online account opening and digital bank mandates
- Transactions through secure online platforms - SIPs, purchases, redemptions and switches
- Consolidated portfolio view and periodic reviews over call
Office: E-4, Purnima Society, B/H Kakadia Complex, Kotak Bank Lane, Ghod Dod Road, Surat - 395007, Gujarat, India
Why clients in Vadodara 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.
For salaried and pension-oriented investors
Many Vadodara investors have stable salaried or pension income. We help structure SIPs around salary dates, use step-up SIPs to keep pace with increments, and plan SWP-based income for the years after retirement.
Questions from Vadodara investors
- You are based in Surat - can you serve me in Vadodara?
- Yes. Everything from KYC to transactions and reviews can be done online and over the phone. Our registration (ARN-126150) is valid across India.
- Can we meet in person?
- Our office is in Surat. Most Vadodara clients work with us by phone and video call; you are always welcome to visit our Surat office.
- How do I verify your registration?
- Search ARN-126150 on AMFI's 'Locate a Mutual Fund Distributor' page, or see our Registrations & Licences 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.