Mission

We are on a mission to educate people about Financial Literacy and Empower them to live a Financially Confident and Stress-Free Life through our scientific money management Process

Vision

We value teamwork, integrity, fairness, adaptability and lifelong learning We are followers of Client first, we next and win win win principle

Fortuna Conect Insurance Bharosa

Suitable products - Right Advice - Prompt Service

 Superior Assistance

We assist you in comparing the various insurance products and select the one which you need at an affordable cost

 Right Recommendations

We are committed to suggest you the right products suiting your insurance needs adequately and long term financial goals

 Help in claim settlement

We assist and work hard for claiming the right amount with respective companies in case a claim arises

Blogs

Do I need critical illness insurance

Critical illness (CI) insurance is a long-term insurance policy to cover specific serious illnesses listed within a policy.

Your guide to health insurance

A health insurance plan will help you cover medical expenses such as hospitalization costs, cost of medicines or doctor consultation fees which arise due to an illness.

Who says you can't retire at 40?

If you are in your 20 something and if retirement seems like a faraway dream, then there is a dramatic change needed. And no, this is not some exaggerated statement.

Do you have a query? Contact us

Check Risk Profile

We will ask you a set of questions to get to know you!

1
Describe your knowledge of investments:

Check Risk Profile

We will ask you a set of questions to get to know you!

2
When you invest your money, you are:

Check Risk Profile

We will ask you a set of questions to get to know you!

3
If the market lost 25% in the last few months, and your investments also suffered the same - what would be your first impulse?

Check Risk Profile

We will ask you a set of questions to get to know you!

4
Have you ever invested in shares or mutual funds? If yes, for how many years?

Check Risk Profile

We will ask you a set of questions to get to know you!

5
To obtain a return of more than what you would receive as a bank fixed deposit, you must take risks.

Check Risk Profile

We will ask you a set of questions to get to know you!

6
How do you react to the idea of investments?

Your Risk Tolerance

As per our risk assessment, you Risk Profile is

MODEL PORTFOLIOS

Client Testimonials