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OUR SERVICES

MUTUAL FUNDS

MUTUAL FUNDS

We take care of all your investment needs. From the application stage, we are with you to help your investments in mutual funds, SIPs, Lump Sum Investments, Switching between funds, additional purchasing orders, being KYC compliant etc. We provide both online and physical application processing. Equity mutual funds predominantly invest in equity stocks. Debt funds are ideal for investors who want steady returns. They are less volatile hence less risky compared to equity funds.

INSURANCE

INSURANCE

We service multiple modes of insurance ranging from medical insurance, motor insurance, life insurance, accident insurance, travel insurance and home insurance. From the application stage, through renewals and claims processing, we are with you all the way. We become your one stop point of contact for anything related to your insurance processes. We ensure that you never have to run around to get things done; we will do all the activities such as KYC, form filling etc.

EQUITY

EQUITY

Investing in share market might not be suitable for everyone as it is a very volatile asset class and there is no guarantee of returns. However over the long run, properly managed equity has been able to deliver consistently higher returns compared to other asset classes. We offer you complete support for investing in shares like setting up a demat account, trading in shares etc. Our regular follow-ups and suggestions ensure that you cannot go wrong.

BETTER FINANCIAL SERVICES

Fortunefps provides you with high-level professional services that combine financial and investment advice, accounting and tax services, retirement planning, and Insurance planning all less than one roof. We work with our clients to coordinate input from our financial experts taking into account the client requirements and providing a tailor made plan to our clients. We provide you with personalized services to meet all your goals while at the same time ensuring that you do not get bogged down. Taking the pain out of financial services is our job.

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