Fortuna’s mission is to simplify and democratize wealth creation by acting as reliable and transparent stewards of capital. We believe strongly in the India growth story and the long-term potential of Indian equities. Our approach is rooted in disciplined investing, independent thinking, risk awareness, and deep responsibility towards clients. We remain invested alongside our clients, aligning incentives through a performance-linked fee structure. We do not promise specific returns but adhere to a defined investment process focused on long-term value creation and prudent risk management.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
Fortuna Long Term Capital Compounding Approach
Fortuna Inflation Protect Approach
Gurvinder Juneja
Principal Officer
24+ years of experience in Indian capital markets with a track record as Investment Manager and Operating CFO. Built a $150M net worth NBFC from inception to a profitable enterprise. Turned around a listed holding company by cleaning up its balance sheet and driving 4x returns. Previously Vice President – Corporate Finance at ICICI, Senior Manager – Corporate Finance at Wipro, and Consultant at PwC.
Jasmeen Kaur
Partner
18+ years of experience in business and financial risk assessment across sectors. Strong expertise in financial analysis of over 1000 corporates across market cycles. Known for long-term tracking of management quality and building deep promoter relationships.
Jayant Manglik
Partner
Over three decades of equity market experience. Former Associate Director at Motilal Oswal and President (Equity & Commodity) at Religare Broking. Awarded Equity Personality of the Year 2017 by BSE – Tefla. Former BSE Advisory Board member and Chair of FICCI National Working Group.
Ashish Anand
Partner
CXO with 25+ years of experience across BFSI, consumer, automotive, and start-ups. Deep experience in building businesses from 0 to scale. Active in stock markets since the early 1990s with a focus on long-term value creation.
Prabir Adhikary
Vice President, Equity Research
15+ years of experience in equity research with deep expertise in fundamental buy-side research. Strong ability to build financial and valuation models with extensive industry knowledge.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
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