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AMFI Registered Mutual Fund DistributorARN-126150

Fortunate Investments
Offerings

Our Product Basket

A wide, unbiased basket of financial products across asset classes, risk profiles and providers - so your plan is built around your needs, not a single product line.

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Complete coverage.

Browse our range of investment and insurance products, carefully curated for every stage of your financial journey.

Mutual Funds

Access schemes from virtually all AMCs in the country, in physical or demat mode, matched to your goals and risk profile.

NPS (National Pension System)

A government-backed retirement scheme offering flexibility, disciplined savings and long-term growth potential.

Equity & ETFs

Direct company ownership through equities, or diversified exposure through a basket of securities via ETFs.

Loan Against Mutual Funds

Unlock liquidity by borrowing against your mutual fund holdings, without having to liquidate your investments.

Loan Against Shares

Pledge approved shares from your demat account with a bank or NBFC and borrow against them, without selling your equity portfolio.

Bonds & NCDs

Government, PSU and rated corporate bonds and non-convertible debentures, with fixed coupons and stated maturities.

Bill Discounting

Short-tenure opportunities backed by business invoices - a credit exposure, not a deposit, with its risks explained upfront.

Insurance

Life and health insurance distribution focused on genuine risk cover, not just product selling.

Not sure which product fits your goal?

Talk to us and we'll help you match products to your specific goals and risk appetite.

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