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

Fortune Wealth Management, based in Coimbatore, is pleased to introduce its Portfolio Management Services (PMS). The company's founders bring a distinguished legacy of over three decades in the capital markets, commencing in 1993. Their experience spans membership in the Coimbatore Stock Exchange and subsequent affiliations with NSE/BSE, alongside their role as a Depository Participant (DP) with CDSL. Our PMS strategy is predicated on the core principle that stock valuations are intrinsically linked to the performance of the underlying businesses. A dedicated research division meticulously identifies companies with strong fundamentals, guided by ethical leadership, and operating within sectors demonstrating significant growth potential. Through the judicious application of established quantitative, fundamental, and technical analytical frameworks, we are committed to generating superior returns for our clientele.

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

The Founder and Chief Investment Officer, Mr. Jose C Abraham, possesses close to forty years of direct engagement with the Indian capital markets, demonstrating consistent investment activity since 1985 through diverse market phases. His academic credentials include an MBA from Cochin University of Science and Technology, complementing extensive practical knowledge acquired across the banking, foreign exchange, and equity capital market sectors. Mr. Jose’s prolonged involvement in market dynamics has cultivated a profound understanding of risk mitigation, capital safeguarding, and the methodical accumulation of wealth amidst fluctuating economic conditions. Over the preceding twenty years, he has been instrumental in establishing Fortune, anchored by the core tenets of ethical conduct, reliability, and judicious investment practices. These principles are integral to Fortune's established history and concurrently underpin the fundamental investment strategy of its Portfolio Management Services (PMS). Emphasizing rigorous fundamental analysis, disciplined valuation methodologies, and sustained capital appreciation over extended periods, Mr. Jose’s investment methodology mirrors the approach of an experienced fund manager dedicated to achieving stable, risk-adjusted returns for stakeholders.

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Regulatory Information

SEBI Registration: INP000008622

Registered Office: 1056, Avinashi Road, Coimbatore 641018

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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