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Fortune Wealth & Financial Services LLP (est. 2001) is a trusted Mumbai-based wealth management and investment advisory firm linked with Motilal Oswal Financial Services Ltd. They’ve grown from serving just 200 clients to empowering over 7,500 individuals and businesses today.
Core Services:
Equity & mutual funds: Research-driven portfolio management
Financial planning: Goal-based advice spanning education, retirement, tax & estate
Insurance & risk solutions: Asset protection strategies
Loan services: Loan-Against-Securities (LAP), home/business loans
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