Ex-Motilal Oswal Top Executive Jayant Manglik and Former SAR Group Leader Ashish Anand Join Fortuna Investment Advisors as Partners to Scale a Conviction-Led, Trust-First Wealth Platform Targeting ₹5,000 Crore AUM

New Delhi, November 14th, 2025: Fortuna Investment Advisors, a SEBI-registered PMS, today welcomed Ashish Anand and Jayant Manglik as Partners, joining Gurvinder Juneja and Jasmeen Kaur in co-leading the firm’s next phase of growth.

The recent additions to the leadership team will further accelerate Fortuna’s growth momentum. Together, the partners bring close to a hundred years of collective experience, and a history of trust, collaboration and conviction, as Fortuna targets ₹5,000 crore in assets under management (AUM) while broadening its product suite.

Founded in August 2022 by Gurvinder Juneja and Jasmeen Kaur, Fortuna has built a strong reputation for its conviction-led investing approach. Gurvinder serves as the Principal Officer leading the core equity strategy, while Jasmeen heads the debt strategy and research vertical.

The inclusion of senior industry professionals Jayant Manglik (formerly Motilal Oswal) and Ashish Anand (formerly SAR Group) adds significant depth to Fortuna’s leadership and strengthens its ambition to become a meaningful player in India’s wealth-creation ecosystem.

Ashish Anand will lead Growth, Strategy, Brand, Communication, Client Engagement and Technology. With over two decades of experience across sectors, Ashish has held leadership roles at SAR Group and Religare Enterprises, and has advised large firms in media, health-tech, NBFC and engineering. His previous tenures at Dabur and Piaggio have equipped him with rich expertise in enterprise growth, human capital and business transformation.

Jayant Manglik will oversee Market Development, Investment Advisory and Product Portfolio expansion. With more than 30 years of experience in capital markets and wealth management, Jayant most recently served as Associate Director at Motilal Oswal Financial Services, where he led key market and advisory initiatives with a 1,000-member team. Prior to that, he was President at Religare Broking. His deep market understanding and ability to establish scalable advisory frameworks will be pivotal in driving Fortuna’s growth trajectory.

Gurvinder Juneja, Partner, Fortuna Investment Advisors, said: “The addition to our core team marks an important moment in Fortuna’s growth journey. Bringing together Ashish and Jayant allows us to deliver conviction-led, performance-driven and transparent advisory solutions to our clients.”

He further added:. “Fortuna’s next chapter will be shaped by a balance of experience, strategic clarity and entrepreneurial energy, a blend that defines our collective ethos.”

Ashish Anand, Partner, Fortuna Investment Advisors, shared: “This marks a reunion of shared purpose. Having worked together before, we bring a deep understanding of how clarity and conviction can drive meaningful growth, both for clients and the organization. I’m delighted to help steer Fortuna’s next chapter, driven by shared conviction and a long-term vision.”

Jayant Manglik, Partner, Fortuna Investment Advisors, added: “Partnerships grounded in trust and shared values create enduring impact. Fortuna’s emphasis on transparency and insight strongly resonates with me, and I’m excited to help shape this next phase of growth.”

With this expanded leadership team, Fortuna Investment Advisors is entering a decisive phase of growth, one anchored in research, integrity and long-term value creation. The firm aims to deepen its presence across segments, design new investment strategies and continue building an organization defined by transparency, innovation and investor-first thinking.