Fortune Wealth And Financial Services Llp
About Fortune Wealth And Financial Services Llp
Data last updated: 05 January 2026
Fortune Wealth And Financial Services Llp is a limited liability partnership company based in Kandivali East, Maharashtra, India. It specialises in diversified financial services, a part of the broader financial services sector. Incorporated on 06 January 2020, the LLP has been in operation for over 6 years.
Registered with ROC Mumbai under LLPIN AAR-5220.
Capital: a total obligation of contribution of ₹50,000. It is led by designated partners Chetna Satish Mehta and Satish Babulal Mehta.
Accounts filed on 31 March 2025. Office: 101 1St Floor Grand Edifice, Akurli Road Besides National Avenue Kandivali East, Maharashtra, India – 400101.
As per the financials filed for FY 2023, the LLP reported a revenue of ₹3.04 Cr, a decline of 8.07% compared to the previous year.
The LLP is associated with 1 brand - Fortune Wealth. As per MCA filings, the LLP has open charges of ₹7.43 Cr on record.
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Registered Address101 1St Floor Grand Edifice, Akurli Road Besides National Avenue Kandivali East, Maharashtra, India – 400101
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IndustryFinancial Services, Diversified Financial Services
- Historical Financials and ratios
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Associated Brands with Fortune Wealth And Financial Services Llp
Fortune Wealth And Financial Services Llp operates one associated brand: Fortune Wealth. These brands represent Fortune Wealth And Financial Services Llp's diversified market presence and brand portfolio.
| Brand | Description | Website |
|---|---|---|
| Provides investment advisory, wealth management, and tax planning for individuals and corporates. | fortunewealthfin.com |
Competitors & Alternatives of Fortune Wealth And Financial Services Llp
Brands and companies operating in the same space as Fortune Wealth And Financial Services Llp include Fidelity Investments, UTI Mutual Fund, Goldman Sachs and 7 more.
| Competitor | Description | Location | Founded |
|---|---|---|---|
Fidelity Investments
|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | Boston, United States, United States | 1946 |
UTI Mutual Fund
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Mutual funds, portfolio management, and retirement planning services are offered. | Mumbai, India, India | 2001 |
Goldman Sachs
|
Investment banking services are delivered across multiple financial sectors. | New York, United States, United States | 1869 |
S&P Global
|
Platform offering business intelligence solutions that combine data and actionable analytics for clients | New York, United States, United States | 1917 |
Sundaram Finance
|
Provider of consumer & SME loans and equipment & vehicle leasing services | Chennai, India, India | 1954 |
Bank of America
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Commercial banking and asset management services are offered worldwide. | Charlotte, United States, United States | 1904 |
State Street
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Financial services are provided to asset managers worldwide. | Boston, United States, United States | - |
FIS
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Software suites for banks and financial institutions are provided. | Jacksonville, United States, United States | 1968 |
Avendus
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Corporate advisory and investment services are provided to clients. | Mumbai, India, India | 1999 |
360 One
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Asset and wealth management software is provided for businesses. | Mumbai, India, India | 2008 |
Designated Partners of Fortune Wealth And Financial Services Llp
Fortune Wealth And Financial Services Llp is governed by 2 designated partners who oversee the company's operations and strategic decisions.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Chetna Satish Mehta | Designated Partner | 06 Jan 2020 | 6 Years 7 Months | Current |
| Satish Babulal Mehta | Designated Partner | 06 Jan 2020 | 6 Years 7 Months | Current |
Financials of Fortune Wealth And Financial Services Llp FY 2025 filings available
Fortune Wealth And Financial Services Llp reported revenue of ₹3.04 Cr (down 8.07% YoY) for FY 2023.
Ten-year financial statements for Fortune Wealth And Financial Services Llp
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Ownership and Shareholding of Fortune Wealth And Financial Services Llp
Shareholding and ownership data for Fortune Wealth And Financial Services Llp
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Charges & Borrowings of Fortune Wealth And Financial Services Llp
| Date | Lender | Amount | Status |
|---|---|---|---|
| 28 Nov 2024 | Kotak Mahindra Bank Limited | ₹1.43 Cr | Open |
| 07 Aug 2023 | Kotak Mahindra Bank Limited | ₹6 Cr | Open |
Total charge records: 2 View all charges
Employees and EPFO Compliance at Fortune Wealth And Financial Services Llp
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Employee and EPFO history for Fortune Wealth And Financial Services Llp
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GST Compliance of Fortune Wealth And Financial Services Llp
GST registrations and filing compliance for Fortune Wealth And Financial Services Llp
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Credit Ratings, Litigation & Regulatory Alerts for Fortune Wealth And Financial Services Llp
Credit ratings, litigation, and regulatory alerts for Fortune Wealth And Financial Services Llp
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MSME Payment Delays by Fortune Wealth And Financial Services Llp
MSME payment history for Fortune Wealth And Financial Services Llp
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Subsidiaries & Group Companies of Fortune Wealth And Financial Services Llp
Corporate group structure for Fortune Wealth And Financial Services Llp
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MCA Filings & Documents of Fortune Wealth And Financial Services Llp
MCA filings and documents for Fortune Wealth And Financial Services Llp
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Recent Activity on Fortune Wealth And Financial Services Llp
Frequently Asked Questions about Fortune Wealth And Financial Services Llp
Fortune Wealth And Financial Services Llp is an active limited liability partnership in the financial services sector based in Kandivali East, Maharashtra, India. It was incorporated on 06 January 2020 (6+ years old) and is registered under LLPIN AAR-5220.
Fortune Wealth And Financial Services Llp reported revenue of ₹3.04 Cr for FY 2023 (down 8.07% YoY).
The current designated partners of Fortune Wealth And Financial Services Llp are:
- Chetna Satish Mehta - Designated Partner
- Satish Babulal Mehta - Designated Partner
The primary industry of Fortune Wealth And Financial Services Llp is financial services. The LLP specifically operates in diversified financial services. The LLP is currently active in this sector.
Fortune Wealth And Financial Services Llp can be reached at the registered office: 101 1St Floor Grand Edifice, Akurli Road Besides National Avenue Kandivali East, Maharashtra, India – 400101.
The total obligation of contribution is ₹50,000.