Why clients choose us as their mutual fund distributor
Fortunate Investments is a sole proprietorship of Mehul Balubhai Patel, an AMFI Registered Mutual Fund Distributor in Surat since 2017. Here is what working with us looks like.
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GrokRegistered, 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.
One relationship, many needs
Mutual funds, SIPs, insurance, NPS, bonds & NCDs, loans against mutual funds and shares - handled through one point of contact.
Paperwork handled for you
KYC, account opening, nominations, bank mandate changes and transaction forms - we take care of the process so investing stays hassle-free.
Service after the sale
Consolidated portfolio view through Client Desk, periodic reviews, and help with redemptions, switches and claims - not just at the time of investing.
A clear grievance process
A named Grievance Redressal Officer, acknowledgement within 3 working days and resolution within 15 working days, with escalation to AMFI, SEBI SCORES and SMART ODR.
What you can hold us to
These follow from the AMFI Code of Conduct that binds every registered distributor.
- We will never promise or imply guaranteed returns
- We will always tell you that Direct Plans exist at a lower expense ratio
- We will give you the SID / SAI / KIM of any scheme before you invest
- We will not churn your portfolio to earn more commission
- We will put your interest above any commission consideration
Start with a conversation
Call +91 9712935455 or visit us at Kotak Bank Lane, Ghod Dod Road, Surat.
Fortunate Investments is a Mutual Fund Distributor, 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.