Fortune Wealth

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Description

Fortune Wealth & Financial Services LLP (est. 2001) is a trusted Mumbai-based wealth management and investment advisory firm linked with Motilal Oswal Financial Services Ltd. They’ve grown from serving just 200 clients to empowering over 7,500 individuals and businesses today.

Core Services:

Equity & mutual funds: Research-driven portfolio management

Financial planning: Goal-based advice spanning education, retirement, tax & estate

Insurance & risk solutions: Asset protection strategies

Loan services: Loan-Against-Securities (LAP), home/business loans

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