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Fortune Advisory Services
Fortune Advisory Services Pty Ltd is a boutique professional consulting business. It provides external CFO functions, business planning and financial...
Overview
Fortune Advisory Services Pty Ltd is a boutique professional consulting business. It provides external CFO functions, business planning and financial sustainability, strategic planning for businesses and households, accounting services, payroll and bookkeeping services, and household budgets and planning to corporate and non-corporate clients.
General information
Firm type
Multi Family Office
Year founded
2021
Location
City
Jordan Springs
Principals
Avnit Raj CPA
co-founder and CEO
Ashneel Dutt CPA
co-founder and CEO
Frequently asked questions
How does Fortune Advisory Services source proprietary deal flow?
The firm relies on a network of GP relationships and external intermediaries rather than a large internal origination team. This allows them to access institutional-grade co-investments and fund commitments, though the specific deal-sourcing mechanisms are not detailed in public materials.
Does Fortune Advisory Services participate in fund commitments or only direct deals?
The firm employs a blended approach, making both direct co-investments and commitments to third-party funds. This includes allocations to private equity, venture capital, real estate, and credit funds, alongside direct investments in companies and properties.
Which sectors does Fortune Advisory Services explicitly avoid?
The firm does not publicly disclose any sectors that it explicitly avoids. Sector focus is driven by client preferences and market opportunities, with no stated negative screens in public sources.
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