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Fortuna WEALTH MANAGEMENT

financial advisors having experience of More than 15 years
Fortuna Wealth Management - one stop for all financial investment , is a more than a decade old company with financial advisors having experience of 14 years dedicated to serving individuals and corporates by investments through various instruments like portfolio management , financial planning, mutual funds, Life Insurance , Health Insurance, real estate, to help and facilitate investor’s financial planning to achieve their goals and tax saving .
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Life
Insurance

Insurance provides financial protection
against a loss arising out of happening
of an uncertain event.

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LIFEInsurance

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Health
Insurance

Fortuna Wealth Management is dedicated to
developing General Insurance on professional,
healthy and ethical lines.

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HealthInsurance

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Mutual
Funds

Mutual Funds are essentially investment vehicles
where people with similar investment objective
come together to pool their money and then
invest accordingly.

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MutualFunds

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Financial
Planning

Taxes are said to be as inevitable in life as death
and it is our social responsibility to pay them.
Taxes are burdensome for all taxpayers.

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Financial Planning

NEWS Updates

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Permanent Account Number (PAN) is a code that acts as identification for Indian nationals, especially those who pay Income Tax.The PAN is mandatory for a majority of financial transactions.

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KNOW YOUR CLIENT (KYC) and its importance with regards to Mutual fund investmentKYC is an acronym for “Know your Client”, a term commonly used for Client Identification Process.

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Madhusudhan Gad featured in the TOI as one of the top most Insurance Advisors for Max Newyork Life.

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Tools / Calculators

Useful financial calculator tools for loans, car/auto loans, compound interest, savings, mortgages and more...

Click here