Welcome To Fortune GroWealth
A reputed name for comprehensive financial advisory and product distribution services
At Fortune GroWealth, our mission is to provide comprehensive, competent, customized, and classy wealth creation and management solutions. We are driven by a commitment to deliver simple, unbiased, and clutter-free professional advice that adds real value to your life—transforming insights into actionable financial solutions.
With over 23 years of rich experience, we pride ourselves on a deep understanding of client needs—shaped by our expertise, qualifications, and commitment to excellence.
Our Areas of Expertise
01 Wealth Creation
- Purposeful Investment Planning
- Mutual Fund Smart Rebalancing System (Optimized Asset Allocation & Rebalancing)
- Debt Management
- Listed Secured Bond Investments (Central, State Government & Corporate Bonds)
- Corporate NCDs & FDs Investment Solutions
02 Wealth Protection
03 Wealth Transfer
Assisting clients in fulfilling their needs.
0
Clients
0
Crores AUM
0
Years of experience
0
Awards
Our Team
Hitesh ThakkarFounder
Anjali Chalke Sr. Operation Executive
Anjali Chalke is a Senior Mutual fund executive with 2 years of experience in Mutual Fund Operations, Different asset class and Updated about Regulatory Compliances. She has a Bachelor's degree in commerce & AMFI Certified. Anjali Leads the operation team. Her expertise extends to Insurance product & corporate FD.
Akanksha NarawadeJr. Operation Executive
Possesses deep expertise in Mutual Funds and Bonds, proficient in tracking regulatory changes, client communication, and financial analysis to meet client requirements.
Jay PawaniJr. Operation Executive
A results-driven finance professional specializing in Mutual Funds and Equities, with a knack for leveraging AI and Tech to enhance efficiency. Excels in Client Relationship Management, combining strategic planning with analytical thinking to deliver tailored solutions and drive client satisfaction.
Parth Kiran DaveJr Operation Executive
Proficient in mutual fund operations with a strong emphasis on ensuring smooth execution and compliance. Experienced in building and maintaining meaningful client relationships, trust and satisfaction. Skilled in preparing financial goals tailored to meet client objectives effectively.
