Fortune Wealth Mgnt Co India Pvt Ltd – Portfolio Management Services (PMS)

The Coimbatore headquartered Fortune Wealth Management has announced the launch of its Portfolio Management Services. Fortune’s promoters have a track record of over 30 years in the capital market starting from 1993 as a member of Coimbatore Stock Exchange and later a member of NSE/BSE and DP of CDSL. Fortune Wealth Management's PMS is anchored in the fundamental belief that share prices reflect underlying business performance. Our dedicated research team identifies robust businesses led by ethical promoters in sectors poised for above-average growth. Leveraging proven quantitative, fundamental, and technical tools, we aim to deliver optimal value to our investors.

AUM (₹ Cr)

384.77

Clients

63

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Fortune Wealth Mgnt Co India Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Multicap Value Fund Multi Cap & Flexi Cap 8.75% Jun 2024
Quantitative Alpha Fund Multi Asset Mar 2025

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr Jose C Abraham

Founder and CIO

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.

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Regulatory Information

SEBI Registration: INP000008622

Registered Office: 1056, Avinashi Road, Coimbatore 641018

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)