Fortuna Conect
Financial services and wealth management solutions in Bengaluru Urban
About Fortuna Conect
Fortuna Conect is a financial services firm located in Bengaluru Urban, Karnataka. Established in 2023, the company provides personalized financial planning, wealth management, mutual fund distribution, retirement plans, insurance, and portfolio management services to individuals and small-to-medium enterprises.
Services and products
- Mutual Funds
- Life Insurance
- Health Insurance
- Car Insurance
- Retirement Plans
- Children's Education Plans
- Portfolio Management Services
- Loans Against Mutual Funds
- Alternative Investment
- Peer-to-Peer Lending
Business details
Frequently asked questions
What services does Fortuna Conect offer?
Fortuna Conect offers goal setting, retirement plans, children education plans, mutual funds distribution, life, health, and car insurance, portfolio management services, alternative investments, peer-to-peer lending, private equity, loans against mutual funds, capital gain bonds, and National Pension Scheme options.
Is Fortuna Conect registered with AMFI?
Yes, Fortuna Conect Wealth Private Limited is registered with the Association of Mutual Funds in India as a certified mutual fund distributor holding ARN-269993.
How does Fortuna Conect determine an investor's risk profile?
Fortuna Conect uses a risk profiling questionnaire that asks clients about their investment knowledge, reaction to market loss, risk-taking capacity, and psychological risk tolerance to determine appropriate asset allocation.
Who can invest through Fortuna Conect?
Fortuna Conect caters to individuals, small-to-medium enterprises, high-net-worth individuals, and Non-Resident Indians seeking professional financial guidance.
What calculators are available on the Fortuna Conect platform?
The platform provides SIP calculators, step-up SIP calculators, target amount SIP calculators, retirement calculators, goal setting calculators, education planners, compounding calculators, future value calculators, and STP/SWP calculators.
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