FORT CAPITAL INVESTMENT ADVISORY PRIVATE LIMITED
Fort Capital Investment Advisory Private Limited is a Mumbai-based SEBI-registered Portfolio Management Service (PMS) provider (Registration No: INP000007204) founded by Yogesh Soni, who serves as the Managing Director and CEO. The firm is dedicated to a "Value-plus-Alpha" investment philosophy, targeting long-term capital appreciation by investing in undervalued companies with strong fundamentals and structural growth drivers.
Their flagship strategy, Fort Value, employs a disciplined, bottom-up research process to build a concentrated portfolio of high-conviction ideas across various market capitalizations. By emphasizing margin of safety and business quality, Fort Capital aims to navigate market volatility while delivering consistent risk-adjusted returns for its niche group of high-net-worth clients and family offices.
