About Fortune Wealth Management
Fortune Wealth Management is a company based in Coimbatore (India) founded in 2004. It operates as a B2C. The company has 18 employees as of March 31, 2021. Fortune Wealth Management offers products and services including Portfolio Management Service and Broking Service. Fortune Wealth Management operates in a competitive market with competitors including Muthoot Fincorp, Stratzy, Motilal Oswal Private Wealth, Muthoot Group and Amrapali, among others.
- Headquarter Coimbatore, India
- Employees 18 as on 31 Mar, 2021
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
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- Legal Name Fortune Wealth Management Company India Private Limited
- Date of Incorporation 06 Nov, 2003
- Jurisdiction Coimbatore, Tamil Nadu, India
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Annual Revenue
$2.32 M (USD)95.06as on Mar 31, 2021
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Net Profit
$984.46 K (USD)265.19as on Mar 31, 2021
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EBITDA
$827.22 K (USD)2834.26as on Mar 31, 2021
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Latest Funding Round
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Investors
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Employee Count
18
as on Mar 31, 2021
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Products & Services of Fortune Wealth Management
Fortune Wealth Management offers a comprehensive portfolio of products and services, including Portfolio Management Service and Broking Service. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Manages client investment portfolios for optimal returns
Facilitates stock trading and broking transactions
Funding Insights of Fortune Wealth Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Fortune Wealth Management
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Fortune Wealth Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Fortune Wealth Management Comparisons
Competitors of Fortune Wealth Management
Fortune Wealth Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Muthoot Fincorp, Stratzy, Motilal Oswal Private Wealth, Muthoot Group and Amrapali, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Non-banking financial company specializes in providing a range of financial products & services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| domain | founded_year | HQ Location |
Offers comprehensive wealth management services, including portfolio advisory and financial planning.
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| domain | founded_year | HQ Location |
Diversified operations are conducted across multiple industries by Muthoot Group.
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| domain | founded_year | HQ Location |
Investment management services are provided to clients by the firm.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Fortune Wealth Management
Frequently Asked Questions about Fortune Wealth Management
When was Fortune Wealth Management founded?
Fortune Wealth Management was founded in 2004.
Where is Fortune Wealth Management located?
Fortune Wealth Management is headquartered in Coimbatore, India. It is registered at Coimbatore, Tamil Nadu, India.
How many employees does Fortune Wealth Management have?
As of Mar 31, 2021, the latest employee count at Fortune Wealth Management is 18.
What is the annual revenue of Fortune Wealth Management?
Annual revenue of Fortune Wealth Management is $2.32M as on Mar 31, 2021.
What does Fortune Wealth Management do?
Fortune Wealth Management Company, based in Coimbatore, India, delivers portfolio management and broking services with over 30 years of capital market experience. They focus on insightful market analysis, strategic investments in equities and securities, and risk-adjusted returns for more than 10,000 clients. Their approach emphasizes holistic wealth creation through diversified portfolios and client-centric solutions.
Who are the top competitors of Fortune Wealth Management?
Fortune Wealth Management's top competitors include Stratzy, Muthoot Fincorp and Muthoot Group.
What products or services does Fortune Wealth Management offer?
Fortune Wealth Management offers Portfolio Management Service and Broking Service.
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