AMFI Registered Mutual Fund Distributor
Not service providers
We have more than two decades of experience in Financial Services Sector which prompted us to develop a platform of convenience for our clients that will help them achieve their financial goals with very high level of service and a Professional Experience that all our client’s seek.
A Delhi University Alumnus and former banking professional with more than 20 years of experience in Sales and Distribution. Animesh founded FortuneSurge on the belief that the process of making an investment and procuring finance should be kept simple – get the expert to do it for you.
In an era where there are diverse options for Investments and Corporate/Personal Finance available, an individual/corporate is constrained by the time and expertise to evaluate the best possible option for them to achieve their Goals. We fill in this gap with our knowhow of the products and that will best suit the requirement.
In his own words, “The satisfaction of a Product is not determined by the features it includes but the service experienced in procuring the product”.
A Delhi University Alumnus and former banking professional with more than 20 years of experience in Sales and Distribution. Animesh founded FortuneSurge on the belief that the process of making an investment and procuring finance should be kept simple – get the expert to do it for you.
In an era where there are diverse options for Investments and Corporate/Personal Finance
available, an individual/corporate is constrained by the time and expertise to evaluate the best possible option for them to achieve their Goals. We fill in this gap with our knowhow of the products and that will best suit the requirement.
In his own words, “The satisfaction of a Product is not determined by the features it includes but the service experienced in procuring the product”.
A Law Graduate, with above a decade experience in Sales and Distribution of Investment products such as Mutual Funds, Bonds, Tax Saving and Retirement plans. Charanjit has been able to create a trust with a large network of HNI clients who have instilled their belief in FortuneSurge for all their financial requirements.
A Post Graduate in Commerce and Accounting with experience in Administration. Nidhi is a part of the Management Team and is successfully hiring the best talents for FortuneSurge. Her experience in Administration has added to creating processes that deliver customer delight.
A Law Graduate, with above a decade experience in Sales and Distribution of Investment products such as Mutual Funds, Bonds, Tax Saving and Retirement plans. Charanjit has been able to create a trust with a large network of HNI clients who have instilled their belief in FortuneSurge for all their financial requirements.
A Post Graduate in Commerce and Accounting with experience in Administration. Nidhi is a part of the Management Team and is successfully hiring the best talents for FortuneSurge. Her experience in Administration has added to creating processes that deliver customer delight.
A Law Graduate, with above a decade experience in Sales and Distribution of Investment products such as Mutual Funds, Bonds, Tax Saving and Retirement plans. Charanjit has been able to create a trust with a large network of HNI clients who have instilled their belief in FortuneSurge for all their financial requirements.
A Post Graduate in Commerce and Accounting with experience in Administration. Nidhi is a part of the Management Team and is successfully hiring the best talents for FortuneSurge. Her experience in Administration has added to creating processes that deliver customer delight.
Our Journey started in 2017 with only 8 Team members and a simple goal – to offer a seamless process of making investments and procuring Corporate/Personal Finance. With a focus on encouraging our clients to grow their investment proportions that will lead to their financial strength.
FortuneSurge
founded with AMFI
registration to
distribute Mutual
Funds.
FortuneSurge
expands operation
in Pune and Patna
adding PMS and
Loan services.
Expands workforce
to 45 team
members across 3
cities. Customer
base grows to 500+.
Initiates the WFM
model and continue
robust service to
existing clients.
Customer Base
grows to 700+.
Customer base
crosses 1000+.
Corporate lending
gains speed.
FortuneSurge turns
5 and becomes
trusted Financial
Partner to 1400+
clients.
While we strive to grow in scale and size, the only constant is our most important value – Integrity. We exist and strive to deserve the trust of our clients in our character and mission. Our Endeavour is to make the Investment and Financing process for our clients simple.
Years of Experience
Personalised & Transparent
Safe & Excellent Service
Superior Performance
Years of
Experience
Personalised & Transparent
Safe & Excellent
Service
Superior
Performance
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ABOUT US
Careers
Case Studies
Insights
Blog
Resources
SERVICES
Corporate Loans
Individual Loans
Mutual Funds
Portfolio Management Services
QUICK LINKS
Guide to Mutual Fund SIP Portfolios in 2023
ELSS: The Modern Tax Saving Tool
Think of Money…think of FortuneSurge
CONTACT US
101, Picasso Plaza, NIBM, South Pune, Pune: 411048
care.ggn@fortunesurge.com
Welcome to the family.
