Our Services

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INVESTMENT SOLUTIONS

Our investment solutions are designed to balance capital protection with long-term growth, with mutual funds as a central building block. We curate diversified portfolios across equity, debt, hybrid, and fixed-income instruments, aligned with individual risk appetite and financial goals.

We serve both individual and institutional investors with disciplined, transparent, and performance-focused advisory.
  • Mutual Fund Planning
  • Financial Planning
  • Retirement Planning
  • Child Education Planning
  • Taxation Planning
  • Real-estate Planning

INSURANCE SOLUTIONS

Golden Oak Fortune provides comprehensive insurance advisory to safeguard personal and business assets. From life and health insurance to business risk coverage, we ensure continuity, protection, and peace of mind.

  • Life Insurance
  • Health Insurance
  • Motor Insurance
  • Home Insurance
  • Travel Insurance
  • Commercial Insurance

MSMEs & STARTUPS FINANCE SOLUTIONS

We help MSMEs and startups access structured funding solutions including project loans, CGTMSE-backed finance, machinery loans with government subsidies, and working capital support. Alongside business financing, we also advise promoters and founders on mutual fund–based wealth planning to systematically grow surplus cash and personal wealth.

MSME Government Scheme Support

CGTMSE (Credit Guarantee Fund Trust for Micro and Small Enterprises) Collateral-free credit facilities up to ₹10 crore for new and existing MSMEs.

SIDBI (Small Industries Development Bank of India)

Access to SIDBI-backed financing solutions including project loans, machinery term loans with government subsidies, and working capital finance.

  • Project Loans
  • Machinery Term Loans with government subsidies
  • Working Capital Finance

HNIs PORTFOLIO MANAGEMENT

Golden Oak Fortune offers personalized wealth management solutions for individuals and HNIs focused on long-term financial security and growth. Our advisory spans mutual fund investments, retirement planning, portfolio management, and insurance planning.

Each solution is carefully aligned with your financial objectives, risk tolerance, and legacy goals….

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