The recently concluded “Bharat Pe Bharosa” event, organized by Fortune Wealth and Financial Services LLP, was a grand success. Held at the Mukesh Patel Auditorium in Vile Parle on Sunday morning, the event attracted over 850 participants, filling the venue to capacity by 9:30 AM.
The event featured distinguished speakers such as Mr. Vijai Mantri of JRL Money, who spoke about India’s growth potential, highlighting the role of technology in transforming behavior and the promising future ahead. Mr. Aashish Somaiyaa of WhiteOak Capital shared valuable insights into the behavioral aspects of investing, emphasizing that market volatility should be viewed as a feature rather than a drawback, and stressed the importance of seeking relative valuation comfort in the markets.
Motivational speaker Mr. Suresh Srinivasan captivated the audience with his energetic and humorous take on life’s fundamentals, leaving them inspired and entertained.
The event also celebrated the 25-year journey of Fortune Wealth. Mr. Munjal Mehta, Business Head, discussed the importance of maintaining the right mindset for investors and fostering a culture of trust and discipline within the organization. He likened managing investments to managing relationships, emphasizing the need to adapt to changing circumstances while staying focused on long-term goals.
Fortune Wealth, an authorized partner of Motilal Oswal, manages over 8,000 clients with assets exceeding ₹1,000 crore. With a dedicated team of 30 professionals, the firm offers a range of services including equity investing, mutual funds, trading, advisory portfolios, and more, helping clients navigate their financial journeys with confidence.
