In 2012, Siddharth (Goyal), an active spot forex trader, realized that manual / discretionary trading or investing is fraught with far too many challenges for a normal hardworking individual to handle – there is an overload of information and too many emotions get involved that prevent optimal decision making. Siddharth discussed this with Shivani (Goyal) and together they started a learning process of how to develop a system that follows data points and investment goals, and is based on statistical analysis.

The learning process led to a realization –  if the system designer (programmer/coder) doesn’t know about the markets or an investor doesn’t know about system design, the system will ultimately fail. To counter this obstacle, they spent the next 2-3 years developing a system that worked on risk management, trading, data collection and other associated elements. The systems were ready and live tested (personal account) by 2017. And thus, Fort Investech was born.

Now client accounts were required. In 2018, a client who was fed up with bank wealth manager products decided to try the system. He wanted to be on his own. They have been our clients since that time, and over time we have built trusted relationships with clients and automated their investment strategies and digital wealth management for multiple individual and corporate clients.