Services
WHAT WE OFFER
Comprehensive Wealth Management Services
At Anagha Fortune, we offer a full range of wealth management services designed to meet the evolving financial needs of individuals, families, and NRIs. Our services are built on disciplined investing, personalized advisory, and a deep understanding of market dynamics.
We focus on long-term financial success by aligning every strategy with your goals, risk profile, and investment horizon.
Wealth Advisory
Personalized wealth advisory aligned with your financial goals, life stage, and risk appetite.
- Goal-based planning
- Strategic asset allocation
- Long-term wealth focus
Portfolio Management
Professionally managed portfolios designed to balance growth, stability, and risk.
- Portfolio Management Services (PMS)
- Alternate Investment Funds (AIFs)
- Diversified investment strategies
Mutual Fund Advisory
Curated mutual fund solutions across equity, debt, hybrid funds, and ETFs.
- Research-backed fund selection
- Periodic review & rebalancing
- Long-term compounding focus
Fixed Income Solutions
Stable and secure investment options to protect capital and generate steady returns.
- Corporate Fixed Deposits
- RBI Bonds
- 54EC Bonds
Retirement & Tax Planning
Structured retirement planning combined with tax-efficient investment strategies.
- Retirement corpus planning
- Tax optimization
- Long-term income stability
NRI Wealth Solutions
Customized wealth management solutions tailored for Non-Resident Indians.
- India-focused investments
- Cross-border wealth planning
- Repatriation & compliance support
Our Advisory Approach
- Understand Your Goals -- We begin by understanding your financial objectives, risk profile, and time horizon.
- Build the Strategy -- We design a personalized investment strategy aligned with your goals.
- Implement & Monitor -- Execution using disciplined investing with continuous portfolio monitoring.
- Review & Optimize -- Periodic reviews to adapt strategies as markets and life goals evolve.