Fortuna Two
Long-term capital compounding approach.
Fortuna Two focuses on protecting against inflation with stable returns from selected debt securities. We aim to safeguard the real value of high-net-worth clients’ investments and offer the flexibility to increase equity allocation when market opportunities arise.
Our goal is to invest in high-quality debt instruments to preserve capital, maintain low volatility, and beat inflation. We focus on short to medium-term investments in G-Sec, AAA, AA, and A-rated debt securities, as well as listed REITs, InvITs, and similar securities.
Key Tenets
Our guiding principles for long-term wealth protection
High Credit Quality Debt Securities
Portfolio will include highly credit quality debt securities.
Short to Medium Tenor
Debt securities will be of short to medium tenor.
Low Volatility
Focus is on low volatility with changes in interest rates in the market.
P.S. We provide an option for the Investors to be onboarded directly. Connect with us to know more.