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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 386.68 Cr
(As on Nov, 2025)
No. of schemes2
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About Fortune Wealth Management Company India Pvt Ltd

Fortune Wealth Management Company India Pvt Ltd manages assets worth Rs 386.68 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 ₹387.00 Cr
  • Highest return in 1 year +7.1 %
Profile

Our Founder and Chief Investment Officer, Mr. Jose C Abraham, brings nearly four decades of experience in the Indian capital markets, having actively invested since 1985 across multiple market cycles.An MBA from Cochin University of Science and Technology, Mr. Jose has built deep expertise spanning banking, foreign exchange, and equity capital markets. His long-standing market participation has given him a strong perspective on risk management, capital preservation, and disciplined wealth creation through varying economic environments.Over the past two decades, he has successfully built Fortune on the foundational principles of integrity, trust, and prudent investing. These principles are not only central to Fortune’s legacy but also form the core investment philosophy of its Portfolio Management Services (PMS).With an emphasis on fundamental research, valuation discipline, and long-term capital compounding, Mr. Jose’s approach reflects the mindset of a seasoned fund manager focused on delivering consistent, risk-adjusted outcomes for investors.

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)
₹362.92 Cr
Hurdle Rate
10% or 0%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
115 Out of 259
Fixed Fee
1.50%
AUM (₹ Cr)
₹24.08 Cr
Hurdle Rate
10.00% or 0%
Benchmark
S&P BSE 500 TRI
Category
Multi Asset
Category Rank
25 Out of 26
Fixed Fee
1.50%
*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 ₹ 386.68 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