*Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.
Trend of monthly disposal of complaints
Sr. No.
Month
Carried forward from previous month
Received
Resolved*
Pending#
1
Oct-25
0
0
0
0
2
Sept-25
0
0
0
0
3
Aug-25
0
0
0
0
4
July-25
0
0
0
0
5
June-25
0
0
0
0
Grand Total
0
0
0
0
*Inclusive of complaints of previous months resolved in the current month.
#Inclusive of complaints pending as on the last day of the month.
Trend of annual disposal of complaints
Sr. No.
Year
Carried forward from prev year (Last 3)
Received
Resolved**
Pending##
1
2024-25
0
0
0
0
2
2023-24
0
0
0
0
3
2022-23
0
0
0
0
Grand Total
0
0
0
0
** Inclusive of complaints of previous years resolved in the current year.
## Inclusive of complaints pending as on the last day of the year.
Over 27 years of Professional Experience in the Indian Capital Markets
Track Record as Investment Manager and as Operating Chief Financial Officer
As Founder and CFO, built $ 150 M Net Worth NBFC from Day 0, to a profitable, professionally run leading company
Vice President, Corporate Finance at ICICI to raise equity, advise on strategic investments for corporates in India
Senior Manager, Corporate Finance at Wipro focused on strategic acquisitions in India, Europe, US
MBA from Indian Institute of Management, Ahmedabad
B Tech from IIT BHU
Jasmeen Kaur
Partner (Research & Investment)
Connect on Linkdlen
___________________________
Over 22 Years of Professional Experience (Credit Rating Companies ‘CRISIL’ and ‘CARE’, ING Vysya Bank (now Kotak Bank)
Deep expertise in Financial and Business Analysis
As Director, Credit Ratings, responsible for Ratings across Manufacturing (core and ancillary) & Infra sectors
Core financial and business analysis of corporates in India across sectors and market cycles
Strong business relationships built over the years with Promoters and Management Teams
MBA from International Management Institute Delhi
B. Co. Hons. from Sri Ram College of Commerce, Delhi University
Prabir Adhikary
Vice President (Research & Investment)
Connect on Linkdlen
___________________________
Seasoned equity research and fund management professional with over 15 years of experience in the Indian capital markets
Expertise in valuation, corporate action-based strategies and portfolio management across sectors, including lead coverage of aerospace and defense, ER&D, Tech etc
MBA in Finance, a B.Tech in Electronics & Communication
Rahul Patel
Chief Compliance Officer
Connect on Linkdlen
___________________________
7+ years of professional experience in the PMS and AIF industry
Ensuring end-to-end regulatory compliances at Fortuna Asset Managers
In-charge of the Operations and Customer Experience function
Alumnus of Chetana’s HS College of Commerce & Economics, Mumbai
Shivani Mishra
Associate- Operations & Compliance
Connect on Linkdlen
___________________________
Part of the Compliance & Operations team at Fortuna Advisors, overseeing PMS onboarding and servicing
Background in operations and process management with compliance focus
MBA in Finance; Bachelor’s degree in Commerce
Ashish Anand
Partner & President (Business Development)
Connect on Linkdlen
___________________________
CXO with over 25 years of multi-industry experience in BFSI, Consumer, Auto, and Start-Ups in building 0-10 scale.
Work across leading corporate houses in India
Began his engagement with the stock markets in the early 1990s and continues to focus on long term value creation.
Jayant Manglik
Partner & President (Business Development)
Connect on Linkdlen
___________________________
Seasoned Financial Services Professional with over 3 decades of equity experience
Most recently with Motilal Oswal as Associate Director
Equity Personality of the Year 2017 by BSE – Tefla
Was on BSE Advisory Board for 3 years & Chair of FICCI National Working Group
Great businesses are built with disciplined execution by strong management teams.
We prioritize technocrat-led, excellence-driven management teams
Focus on promoters who are process-oriented and disciplined
Management must demonstrate long-term thinking
Track record of prudent capital allocation and stakeholder alignment
Key Question: Would we trust this management with our own money?
_______________________________________________________________________________________
RUNWAY
Fortuna seeks businesses at the cusp of multi-year earnings expansion.
Long runway for growth
Growth-focused capital investments translating into improved financial visibility
We identify businesses before their growth story becomes obvious
Focus on structural growth drivers
Key Question: Is the business positioned to compound earnings?
_______________________________________________________________________________________
VALUATION
We invest when price meets value
We invest where we see maximum value for your investment
Key risk management tool is to build positions at prices below intrinsic value estimates
Portfolio allocation is based on conviction levels
Patient capital allows us to build conviction before investing
Key Question: Does the current price offer an acceptable entry point?
From the outset of his career, Gurvinder worked in the corporate finance and M&A teams of large Indian conglomerates, gaining exposure to group level strategy, capital allocation and operating finance. He was on the founding team of an NBFC that was built from scratch and scaled into a sizeable institution, giving him first-hand experience in setting up and running a financial business in the Indian ecosystem. He has seen how real businesses are built and financed, from day-to-day operations through to how businesses operate, how transactions are structured, and how capital is raised and deployed.
Over these years, he also watched India’s financial markets evolve, with a profusion of new products being created, marketed and often mis sold to investors. He saw asset managers chasing AUM via distributor driven models, which in his view created misaligned incentives between funds and investors. With a contrarian mindset and a strong belief in the power of compounding, he was unwilling to invest in high fee, distributor led products that delivered only modest or sub optimal long-term outcomes and recognised the opportunity cost this imposed on investors’ hard-earned savings in a growing economy.
Drawing on his investing experience in corporate roles and in managing his own and family capital, he set out to build a firm that would do things differently: a product and platform designed for long term wealth creation, with an aligned fee and operating structure. With this background, Fortuna came into existence in late 2022- a bold step after almost 24 years in corporates, driven by the desire to offer an honest solution to investors. The fund began with very humble beginnings and, in a little over two and a half years, has grown to an AUM of Rs.100 plus crore, built without distributorships and supported instead by investors with whom the firm maintains direct, one on one relationships, and who have entrusted Fortuna with their hard-earned money.
As a team, Fortuna works as a close-knit group of professionals, striving to build career paths for its team fully aligned with the firm’s core principles.
The aim is to build a long term, enduring relationships with team members, mirroring the broader life philosophy of thinking in the “long term” in every dimension. As founders, this is the journey they have chosen as their whole and soul work for the rest of their professional lives.
The ambition is to scale Fortuna honestly not by measuring success solely in terms of AUM, but by the quality of long-term investment outcomes and wealth compounding delivered to clients. The objective is to build a strong, process driven investment institution.
