- SEBI reg.
- INP000008622
- Services
- Discretionary, Non-discretionary, Advisory, Co-investment
- Reported
- 30 Sep 2026
Fortune Wealth Management Company India
₹380 Cr
Assets under management
82 clients · 2 strategies · 30 Sep 2026
Fortune Wealth Management Company India managed ₹380 crore for 82 clients at 30 Sep 2026, across 2 strategies, most of it for domestic individuals and others. In September clients added ₹1.06 crore and withdrew ₹0.02 crore.
Key numbers
- SEBI registration
- INP000008622
- Discretionary AUM
- ₹380 Cr
- Non-discretionary AUM
- ₹0
- Advisory assets
- ₹0
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Multicap Value Fund | Equity | ₹354 Cr | +2.35% | −2.33% |
| Quantitative Alpha Fund | Multi-asset | ₹26.10 Cr | +1.51% | +2.21% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Who it manages money for
| Client type | Service | Clients | AUM |
|---|---|---|---|
| Domestic individuals and others | Discretionary | 69 | ₹285 Cr |
| Domestic corporates | Discretionary | 7 | ₹83.92 Cr |
| Non-resident Indians | Discretionary | 6 | ₹10.67 Cr |
For the advisory service, AUM is the assets it advises on.
Flows
- Inflow, Sep 2026
- ₹1.06 Cr
- Outflow, Sep 2026
- ₹0.02 Cr
- Net, Sep 2026
- ₹1.05 Cr
- Inflow, FY to date
- ₹21.01 Cr
- Outflow, FY to date
- ₹3.92 Cr
- Net, FY to date
- ₹17.10 Cr
Discretionary service. The financial year runs from 1 April.
Complaints
- Pending at start of month
- 0
- Received
- 0
- Resolved
- 0
- Pending at end of month
- 0
FAQs
How much does Fortune Wealth Management Company India manage?
₹380 crore for 82 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Fortune Wealth Management Company India have?
82 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates, non-resident indians.
Which PMS strategies does Fortune Wealth Management Company India offer?
It reported 2 to SEBI for 30 Sep 2026: Multicap Value Fund, Quantitative Alpha Fund.
Is Fortune Wealth Management Company India registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000008622.
Has Fortune Wealth Management Company India had investor complaints?
In September it received 0 and resolved 0; 0 were pending at the end of the month.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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