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AMFI Registered Mutual Fund DistributorARN-126150

Fortunate Investments
Our Products

Mutual Funds

Mutual funds give you professionally managed, diversified exposure to equities, bonds, gold and more - with as little as a few hundred rupees a month.

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Mutual Funds

One investment, many opportunities

A mutual fund pools money from many investors and invests it according to a stated objective, such as large-company shares, government bonds or a mix of both. Each investor owns units whose value - the NAV - is published every business day. Mutual funds are regulated by SEBI, which sets rules on disclosure, costs and investor protection.

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A fund for every goal

Choose by time horizon and risk comfort.

  • Equity funds for long-term growth
  • Debt and liquid funds for stability
  • Hybrid, index, ELSS and gold funds
Your Benefits

Why it's worth it

From your first conversation to ongoing service, everything is built around your needs.

01

Diversification

Exposure to dozens of securities in a single investment.

02

Low entry amount

Start SIPs from as little as ₹100–₹500 a month.

03

Regulated & transparent

SEBI oversight, daily NAVs and monthly portfolio disclosure.

04

Flexibility

SIP, lumpsum, STP and SWP options to suit your cash flow.

How We Work

Simple, transparent, personal

We listen first and understand completely before suggesting anything.

  1. 1Understand your goals, family situation, time horizon and comfort with risk
  2. 2Shortlist relevant options as incidental advice and explain them in plain language - costs, risks and all
  3. 3Take care of KYC, forms and documentation so getting started is hassle-free
  4. 4Review regularly and stay a phone call away whenever life changes
FAQ

Frequently asked questions

Quick answers about mutual funds. Still have a question? We're happy to help.

What are the main types of mutual funds?

Equity funds invest in shares, debt funds in bonds and money-market instruments, hybrid funds in a mix, and solution-oriented funds such as retirement and children's funds target specific goals. Index funds and ETFs track a market index.

What is NAV?

Net Asset Value is the per-unit value of a fund, calculated by dividing the fund's net assets by the number of units outstanding. It is published every business day.

What is the difference between Regular and Direct plans?

Direct plans have a lower expense ratio because no distributor commission is paid. Regular plans include distributor commission and come with our guidance and service. We deal in Regular plans only.

What is an expense ratio?

The annual fee charged by the fund house to manage the scheme, expressed as a percentage of assets and already reflected in the NAV.

How are mutual fund gains taxed?

Taxation depends on the fund type and holding period. Equity and debt funds are taxed differently, and rules change from time to time - we explain the current treatment when you invest.

Need help choosing the right option?

Talk to us - we'll understand your needs and explain your options in plain language.