Our Services

Services for every financial need

From your first SIP to a secure retirement, and the insurance that protects it all - personal, goal-based guidance under one roof.

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Mutual Fund Investments

Thousands of schemes, one clear plan. We help you choose funds that fit your goals, time horizon and risk comfort - and keep them on track.

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SIP Investments

A Systematic Investment Plan turns a fixed monthly amount into long-term wealth. We help you size it right, pick the funds and step it up as you grow.

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Lumpsum Investing

A bonus, an FD maturity, sale proceeds or an inheritance deserve a plan. We help you deploy a lumpsum in a way that matches your goals and risk comfort.

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Goal-Based Investing

A home, your child's education, a dream trip, a comfortable retirement - we give each goal a price tag, a timeline and an investment plan to match.

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Retirement Solutions

We help you work out how much you'll need, build that corpus steadily through your working years and turn it into a dependable income when you stop working.

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Children's Education Solutions

Education costs are rising faster than most household incomes. We help you plan early so your child's choices are never limited by money.

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Tax Saving (ELSS)

Equity Linked Savings Schemes let you claim a deduction under Section 80C of the old tax regime while investing for long-term growth - with just a 3-year lock-in.

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Term Insurance

Term insurance is the simplest and most affordable way to secure your family's future. We help you pick the right cover amount, tenure and insurer.

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Life Insurance

From pure protection to plans with savings, we help you understand the options and choose cover that fits your family's needs and budget.

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Health Insurance

Medical costs are rising every year. We help you pick a health plan with the right cover, sensible terms and a strong claims record - and support you when you need to claim.

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General Insurance

Your home, business premises, vehicles and travel plans all carry risks. General insurance covers the financial loss - we help you choose the right policies.

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Vehicle Insurance

Motor insurance is mandatory in India - but the right cover does much more than keep you legal. We help you choose, renew and claim with ease.

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Loan Against Mutual Funds

Need money for a short-term requirement? Instead of redeeming your mutual funds, you can pledge them and borrow against their value - while they stay invested.

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Loan Against Shares

Need funds for a business requirement, a family event or a short-term gap? Pledge the shares in your demat account and borrow against them - your holdings stay in your name.

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Insurance is the subject matter of solicitation - read the policy terms, conditions and exclusions before concluding a sale. Fortunate Investments acts only as a distributor.

Not sure where to start?

Tell us about your goals and we'll point you to the right options.

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