ARN-301575 | Phone: +91 9579317587, +91 8411891281
AMFI Registered Mutual Fund Distributor · Mutual fund investments are subject to market risks, read all scheme related documents carefully.

Disciplined, research‑driven wealth creation

KINZEN FORTUNES LLP helps investors build sustainable wealth through mutual funds, equity, bonds, alternates and insurance – guided by fiduciary responsibility, transparency and long‑term focus.

Founded 2025 ARN‑301575 · AMFI Registered MFD Franchise partner – Motilal Oswal Financial Services Ltd.

About KINZEN FORTUNES LLP

A fiduciary‑driven financial services firm focused on creating long‑term wealth with research‑backed strategies and ethical practices.

KINZEN FORTUNES LLP is dedicated to generating sustainable wealth for investors by leveraging financial expertise, advanced market insights and disciplined investment strategies. Founded in 2025, the firm operates with a strong fiduciary responsibility, keeping investor interest above everything else.

Our mission is to generate consistent alpha over market benchmarks by strategically investing across mutual funds, equity, portfolio management services (PMS), alternative investment funds (AIFs), bonds and insurance solutions.

Partners: Yugandhar Nagdeve (NISM Series VIII, technical analyst), Abhishek Bhonde (NISM Series V‑A, Financial Valuation & Risk Management – Columbia University), and Dr. Mahendra Nagdeve (Ph.D. IIT Kharagpur, over 36 years of academic and leadership experience) bring analytical depth, client understanding and strategic guidance to the firm.

Our niche
Unlocking the power of mutual funds & bonds

We specialise in using mutual funds, SIPs and high‑quality fixed‑income instruments as core building blocks of long‑term portfolios – combining diversification, professional management and compounding to create wealth over cycles.

Our offerings

A comprehensive suite of financial solutions tailored to diverse investor needs.

Mutual funds
Strategic asset allocation & SIPs

Goal‑based portfolios using diversified mutual funds, focusing on long‑term compounding rather than short‑term speculation.

Equity
Data‑driven equity analysis

Research‑oriented approach to identify opportunities in listed equities, supported by technical and fundamental perspectives.

PMS
Portfolio Management Services

Customised PMS solutions for high‑net‑worth investors seeking focused strategies and professional portfolio oversight.

AIFs
Alternative Investment Funds

Access to curated alternate strategies, subject to eligibility, suitability and regulatory norms.

Bonds & fixed‑income
Income & stability

Exposure to bonds and other fixed‑income instruments aimed at balancing risk, return and liquidity in the portfolio.

Insurance & demat
Protection & convenience

Insurance solutions to manage financial risks and dematerialisation services to simplify and digitise investments.

Our approach

A structured, transparent and repeatable process designed to keep investors informed and aligned with their goals.

  1. Understand your profile – map goals, timelines, risk appetite and existing holdings.
  2. Design allocations – discuss suitable categories (MFs, equity, bonds, alternates, insurance) with clear explanation of risks and costs.
  3. Implement through regulated platforms – execute via Motilal Oswal and other regulated entities, completing KYC and documentation.
  4. Review & support – periodic reviews and ongoing service for redemptions, switches, claims and queries.
Risk & regulatory note

The information on this website is for general information and investor education only and should not be construed as a recommendation or an offer to buy or sell any securities or financial products. Investors should carefully review all official documents issued by product manufacturers and consult their own advisors before making any investment decisions.

Connect with KINZEN FORTUNES LLP

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Headquarters

KINZEN FORTUNES LLP
A 904, Eva, Bavdhan,
Pune 411021, Maharashtra, India.

Phone: +91 9579317587, +91 8411891281
Email: info@kinzenfortunes.com