Trusted Wealth Management: Investment Advisory Services

Trusted Wealth Management: Investment Advisory Services

At Fortune Wealth, we believe in making investing simple and accessible—so you can focus on what truly matters. Founded in 2000 by Satish Mehta, a first-generation entrepreneur who ventured into equity markets after trying his hand at businesses like diamond trading and catering, the firm has since evolved into a trusted name in wealth management. Satish’s passion for customer satisfaction has earned him multiple national awards, including the Motilal Oswal Hall of Fame.

We focus on every aspect of your financial well-being, crafting strategies that address immediate and future goals.

Stay ahead with expert guidance backed by a deep understanding of ever-changing financial landscapes.

by discovering unique sources of competitive advantage and hidden truths in dynamic, complex systems.

by confronting the hard issues, staying true to our values, and stating our views candidly and directly.

enabling our clients, colleagues, and the broader community to build success and achieve their full potential.

Fortune Wealth has received prestigious awards for our commitment to excellence. These awards reflect our client-first approach and innovative strategies. Each recognition motivates us to keep delivering value to our clients and partners.

Best Business Associate (PAN India - Without Network)

Best Business Associate (PAN India - Without Network)

Best Business Associate (PAN India - Without Network)

PMS Excellence

Motilal Oswal Hall of Fame

Mann Ki Baat - Ramdeo Ji ke Saath

Best Business Associate - Online Business

Best Business Associate - Investment Products

Super Achiever - FOCO Advisory

Over 20 years of equity market experience. Renowned for his marketing acumen, client-centric approach, and award-winning achievements.

With 13+ years in investment advisory and research, he excels at simplifying the complex. He handles Financial Planning, Mutual Funds, PMS, and Corporate Advisory.

Originally an interior designer, now with 15+ years in the stock market. Known for his warm relationships with clients, he leads Equity Dealing and Advisory.

Bringing over 18 years of equity market experience, she manages Equity Dealing, Investment Products, and talent development with a keen eye for long-term relationships.

Part of Fortune Wealth since day one. A mid- and small-cap enthusiast, skilled in cash-futures and derivatives strategy.

With 18+ years at Fortune Wealth, he balances client perspectives as an expert in equity and currency derivatives, guided by technical analysis.

18+ years of experience with a passion for PMS, AIF, and derivatives, unafraid of higher-risk opportunities.

18+ years in investment products, specializing in Mutual Funds and committed to building long-term client relationships.

5+ years of experience in investment products, specializing in Mutual Funds and committed to building long-term client relationships.

5+ years of experience, specializes in Equity, Derivatives and Financial Planning. Her goal is to build lasting relationships by helping clients achieve their financial aspirations with clarity and confidence.

10+ years of experience in account opening, risk management and compliance. Known for his meticulous attention to compliance, he ensures every process meets the highest regulatory standards.

8+ years of experience, in customer service, query resolutions, risk management and accounts. Always eager to learn, he ensures seamless client support and smooth operations. Proactively resolves issues making the journey hassle free for clients.