“Investing Is a marathon, not a sprint.” ~ Warren Buffett
Helping You Create the Financial Future You Deserve
At Fortuna, our mission is to simplify and democratize wealth creation by acting as reliable and transparent stewards of capital.
Why Fortuna?
Our simple approach to help our investors.
Professionals with Strong Track Record
Our founders have a strong track record as investment and operating managers, with decades of experience spanning BFSI, IT, infrastructure, and manufacturing.
Skin in the Game
Our founders invest their liquid net worth alongside client funds, ensuring that client investment returns mirror their own.
Low Fixed AND Fully Aligned Fee Structure
We charge a low fixed fee to cover direct expenses and a performance fee only when returns exceed the hurdle rate, ensuring we profit only if client returns surpass this threshold.
Incentivized on Performance, not AUM
Traditional fee structures mainly incentivize fund managers based on the size of assets under management, whereas our fees are driven by performance above the hurdle rate.
Our Investment Philosophy
A brief on how we invest
1. Fundamental Analysis Driven
We assess competitive advantage and management competence, uphold uncompromising governance standards, and always follow the cash flow.
2. Long-Term Conviction
We take the time to build conviction and hold for the long term, continuously assessing conviction rather than focusing on price targets. We have the courage to hold contrarian positions and size them to reflect our level of conviction.
3. Risk Aversion at Core
We define risk as the risk of permanent loss and accept the possibility of missing opportunities. We avoid weak balance sheets and track our investment thesis regularly.
4. Asymmetric Pay-Offs
We patiently wait for valuation anomalies and work-out opportunities, which arise from market excesses. By staying disciplined, we capitalize on these opportunities to achieve superior returns.
Solutions We Offer
Our simple wealth-building solutions for you
Focused on Long Term Wealth Compounding through investments in Listed Equity Securities. FORTUNA ONE targets high net worth clients who can wait to see their investments grow over periods of three years or more, and who can withstand interim volatility while the core investment thesis plays out.
Inflation Protect Strategy. Focused on stable inflation beating returns from a selection of Debt Securities. FORTUNA TWO targets debt allocation of high net worth client portfolios, to ensure the real value of their investments is protected from Inflation. This also gives us the flexibility to increase allocation to Equities when opportunities arise.
We also offer a Non-Discretionary Strategy to select clients willing to partner with us on the investment thesis. Here we work on building investment thesis and discuss with our clients. We execute only once we have written confirmation from respective clients.
We also provide an option for you to be Onboarded Directly with us. Know More.
Transparent Fee Structure
We earn when you do.
1.0%
Management / Fixed Fee
(on Assets Under Management)
15%
Performance Fee
(on returns above hurdle rate of 10%)
Actuals
Charges like Brokerage, Custodian Fee, Stamp Duty, Taxes, etc.
- Our fee structure is rooted in the belief that we earn only when our partners earn. With this principle in mind, we set our fixed fee at a modest 1.0% of funds per year, solely to cover management costs.
- We charge a performance fee only when annual returns exceed a 10% hurdle rate, taking 15% of the returns above this threshold.
Meet Our Team
Gurvinder Juneja
Principal Officer
24+ years of professional experience in the Indian capital markets. Track record as an Investment Manager as well as Operating Chief Financial Officer. Read More
Jasmeen Kaur
Partner
18+ year experience in Business and Financial Risk Assessment of companies across sectors. Read More
Vishal Khandelwal
Partner
21+ years experience as an investment analyst, and 13+ years as an investment coach. Read More
Want to start investing? Schedule a discussion.
Office
FF, A Wing, CoWrks Worldmark 1 Building, Aerocity, New Delhi 110037
Hours
Mon-Sat: 10 AM – 6 PM
Via Email
info@fortunaadvisors.in
Via Phone
Tel: +91 9958620315
About
Fortuna Investment Advisors LLP is a SEBI-registered portfolio manager, focusing on long-term wealth growth through equity and debt investments in listed securities. Our core principle is alignment with our clients’ long-term success, earning profits only from performance, not from accumulating assets.