9098393666 7312434116 Phone
kakanisuresh@gmail.com Email

About Us

Fortune Finsec Pvt. Ltd. is an investments management company with a unique philosophy and approach to managing client investments.
 
We are objective...
 
We assure a complete focus and commitment in assisting our clients to meet their financial goals.
 
We are experienced....
 
At Fortune Finsec Pvt. Ltd. we believe in a team approach to meet the needs of our clients. Our experience totals over 24 years. 

The company's founder, Suresh Kakani, brings over 24 years of experience in the field of Risk Management (Life and General Insurance), and portfolio management (mutulal Funds and Equity) for individuals, banks, and corporates. 

Suresh's role is to develop a personalised financial plan for each client, and provide complete management of the portfolio.
 
We are client-friendly...
 
We believe in logo-term client relationhips. By working with a limiled number of clients, we can focuc on all needs and concerns of each person. We understand the importance of promptly returning telephone calls and emails, and making ourselves available for meetings at times that are convenient for our clients.



Our Services:
 
  • Risk Management (Life & General Insurance)
  • Wealth Management
  • Capital Market Advisory
  • Tax Planning
  • Estate Planning
  • Retirement Planning
  • NRI Services

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Features

Family Account

Access your family member's Portfolio
with one single login

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Transact Online

Invest Online in Lumpsum or SIP
in mutual fund schemes.

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Save Tax

Check out Tax Savings
and Invest into ELSS Funds

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Reports

View your current market value,
your profits & losses.

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Calculators

Calculate the amount of wealth
required for your goal

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Factsheet

Explore Mutual Fund schemes
and their performance

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Focused Funds

Check out our recommended funds
and invest into them

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Market Views

Get monthly market outlook
from the experts

E-Locker

Upload and save
your important documents.

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Mobile App

Manage your wealth & track your family’s portfolio with one single login. You can easily and quickly invest in Mutual Funds from the app. Explore funds, view their performance and invest. Start an SIP or invest Lumpsum. Check out our recommendation of funds under Focused Funds. Whether you made profits or loss, check out from the reports. Simply Login and setup a 4 digit PIN for subsequent login so that you don’t need to enter your Username & Password every time. Download Now!

Mutual Funds

What is a Mutual Fund?

A Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal. It is essentially a diversified portfolio of financial instruments - these could be equities, debentures/bonds or money market instruments. The corpus of the fund is then deployed in investment alternatives that help to meet predefined investment objectives. The income earned through these investments and the capital appreciation realised are shared by its unit holders in proportion to the number of units owned by them. Thus a Mutual Fund is a suitable investment for the common man as it offers an opportunity to invest in a diversified, professionally managed basket of securities at a relatively low cost.

You could make money from a Mutual Fund in three ways:

  • Income is earned from dividends declared by Mutual Fund schemes from time to time

  • If the fund sells securities that have increased in price, the fund has a capital gain. This is reflected in the price of each unit. When investors sell these units at prices higher than their purchase price, they stand to make a gain

  • If fund holdings increase in price but are not sold by the fund manager, the fund's unit price increases. You can then sell your Mutual Fund units for a profit. This is tantamount to a valuation gain

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Contact Us

Phone

9098393666 7312434116
Email kakanisuresh@gmail.com
Address: Fortune Finsec Pvt Ltd, 214
Starlit Tower,29 Y.N Road
Indore,452001
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