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Fortune Wealth Management Company India Pvt Ltd
Fortune Wealth Management Company India Pvt Ltd

Fortune Wealth Management Company India Pvt Ltd

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AUM 385.87 Cr
(As on Oct, 2025)
No. of schemes2
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pms bazaar
About Fortune Wealth Management Company India Pvt Ltd

Fortune Wealth Management Company India Pvt Ltd manages assets worth Rs 385.87 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap and 1 Multi Asset schemes.

bt_logoPORTFOLIO MANAGERS

Jose C Abraham
Jose C Abraham
  • Schemes managed 2
  • Total AUM ₹385.87 Cr
  • Highest return in 1 year +7.04 %
Profile

Our Founder and CIO, Jose C Abraham, has been a seasoned investor since 1985. Mr. Jose, an MBA from Cochin University of Science and Technology, boasts extensive experience in banking, foreign exchange, and capital markets. With a firm belief in the power of integrity and trust, he has built Fortune over the past 2 decades. This will also be the guiding philosophy of our Portfolio Management Service (PMS).

bt_logoFund Manager Interview Video

"Mutual Fund Investment Guide 2026 | Detailed Analysis & Ratings Of India’s Top Schemes
Mutual Fund Investment Guide 2026 | Detailed Analysis & Ratings Of India’s Top Schemes40:28
"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund19:21

bt_logoPMS SCHEMES

AUM (₹ Cr)
₹361.78 Cr
Hurdle Rate
10% or 0%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
78 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹24.09 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Asset
Category Rank
7 Out of 25
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the total AUM managed by Fortune Wealth Management Company India Pvt Ltd ?
The total AUM managed by Fortune Wealth Management Company India Pvt Ltd is ₹ 385.87 crores
What is the total number of schemes managed by Fortune Wealth Management Company India Pvt Ltd ?
The total number of schemes managed by Fortune Wealth Management Company India Pvt Ltd is 2
What is the best performing PMS scheme of Fortune Wealth Management Company India Pvt Ltd in 1 year ?
The best performing PMS scheme of Nippon Life India Asset Management Ltd in 1 year is Multicap Value Fund.
What is the best performing PMS scheme of Fortune Wealth Management Company India Pvt Ltd in 3 years?
The best performing PMS scheme of Fortune Wealth Management Company India Pvt Ltd in 3 years is Multicap Value Fund