Master Disclosures.

1. Regulatory Identity

2. We Are a Distributor, Not an Adviser Important

FundStory Global Partners is an AMFI-registered Mutual Fund Distributor. We are NOT a SEBI-registered Investment Adviser (RIA).

If you are seeking personalised investment advice based on your specific financial situation, you may wish to consult a SEBI-registered Investment Adviser separately.

3. Mutual Fund Disclosure

Mutual Fund investments are subject to market risk. Please read all scheme-related documents — the Scheme Information Document (SID), Statement of Additional Information (SAI), and Key Information Memorandum (KIM) — carefully before investing.

Past performance of any scheme is not indicative of its future performance. There is no assurance or guarantee that a scheme's investment objective will be achieved. Investors are advised to check the applicable exit load and Total Expense Ratio (TER) before investing.

We distribute Regular Plans of mutual fund schemes and earn a trailing commission from the respective Asset Management Companies (AMCs) for this service. No fee is charged directly to investors for the distribution service. Direct Plans — which carry a lower expense ratio — are available to investors directly through the respective AMCs; we do not earn any commission on Direct Plans.

4. Insurance Disclosure

Insurance is the subject matter of solicitation. FundStory Global Partners acts as a distributor/intermediary for insurance products and is not an insurer — we do not underwrite risk, and all claims are assessed and settled solely by the respective insurance company as per the applicable policy terms and conditions.

Information provided on this website regarding Life, Health, or Motor Insurance is for general informational purposes only and does not constitute insurance advice. Please read the policy wording, sales brochure, terms, conditions, and exclusions carefully before concluding a purchase. Premiums, coverage, and claim outcomes vary by insurer and are subject to underwriting by the respective company.

5. Commission & Compensation Disclosure

As an AMFI-registered Mutual Fund Distributor, our compensation for mutual fund distribution comes in the form of trailing commission paid by AMCs, calculated as a percentage of assets under management in Regular Plans. This commission is built into the scheme's expense ratio and is not charged separately to the investor.

For insurance products, we may receive commission from the respective insurer for policies facilitated through us, in accordance with IRDAI-permitted structures.

We do not charge investors any advisory fee, as we are not registered to provide investment advisory services.

6. Investor Rights & Obligations

In accordance with the SEBI Investor Charter and AMFI guidelines, as an investor you have the right to:

Invest only through AMFI-registered entities; receive clear information about the scheme before investing; receive your account statements and transaction confirmations in a timely manner; and raise grievances through a defined redressal mechanism.

You are advised to independently verify our AMFI registration status on the AMFI website before transacting.

7. Grievance Redressal

If you have a complaint or concern regarding our services, please reach out to us first so we can resolve it directly:

If your grievance is not resolved to your satisfaction within a reasonable time, you may escalate it to SEBI through the SCORES portal or the SMART ODR platform (links below).

8. Regulatory Links

SEBI — www.sebi.gov.in
AMFI — www.amfiindia.com
SEBI SCORES (Complaint Redressal) — scores.sebi.gov.in
SMART ODR (Online Dispute Resolution) — smartodr.in