Conviction in value. Perspective through cycles.
What began at the Coimbatore Stock Exchange in 1993 has grown into a full-service wealth management firm, through market cycles, regulatory change and the steady faith of over 10,000 families. Fortune is a Coimbatore-based boutique investment firm. To Fortune, boutique means direct access, focused portfolios and personal accountability. Its PMS offers two investment approaches: fundamental equity and systematic multi-asset.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
Multicap Value Fund
QUANTITATIVE ALPHA FUND
Jose C Abraham
Founder & CIO
With over three decades in Indian capital markets, Jose founded Fortune in 1993 and has steered its growth from a regional broking desk to a full-service wealth management firm. He leads the investment philosophy and portfolio strategy for the PMS business.
Megha Jose
CEO
Megha drives Fortune's strategic direction and manages the PMS portfolio. She brings institutional rigour to portfolio construction and a sharp focus on risk-adjusted returns, combining research depth with a long-term investment mindset.
Arnav Anand
Chief Business Officer
Arnav leads business development and client relationships at Fortune. He works closely with families and institutions to structure their wealth management needs, bridging the gap between client goals and investment solutions.
Lana Jose
Director & Head of DP
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.
© 2026 Wisefolio. Legal and disclaimers