Mutual Fund investments are subject to market risk, read all scheme related documents carefully. FundStory Global Partners is a distributor, not a SEBI-registered Investment Adviser.
FundStory Global Partners | ARN-276820 | AMFI-registered Mutual Fund Distributor
General information on the products we distribute. Nothing here is personalised advice — always read scheme and policy documents before deciding.
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Mutual Funds
We help you access and stay invested in mutual fund schemes across categories, aligned to your goals rather than short-term market calls.
Equity & Hybrid Funds
Long-term, growth-oriented schemes for goals with a longer time horizon.
Debt Mutual Funds
Relatively lower-volatility schemes suited to shorter-term goals or capital preservation needs.
SIP & Lumpsum Support
Assistance setting up, tracking, and modifying systematic investment plans through our investor portal.
Disclosure: FundStory Global Partners (ARN-276820) is an AMFI-registered Mutual Fund Distributor, not a SEBI-registered Investment Adviser. Mutual Fund investments are subject to market risk. Please read the SID, SAI, and KIM carefully before investing. Past performance is not indicative of future returns. We distribute Regular Plans and earn trailing commission from AMCs; we do not earn commission on Direct Plans, which are available directly through AMCs at a lower expense ratio.
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Goal-Based Investing
Mapping mutual fund SIPs and lumpsum investments to specific life goals, so your money has a defined purpose and timeline.
Retirement Planning
Structuring long-term SIPs aimed at building a retirement corpus over your working years.
Child Education
Mapping SIPs to future education costs and timelines for your children.
Emergency Fund
Building a liquid-fund-based contingency reserve for unplanned expenses.
General Wealth Goals
Home purchase, travel, large purchases, or any other goal with a defined time horizon.
Disclosure: Any illustration of a future corpus, cost, or goal value shown on this site or by our team is an estimate based on assumed rates of return, for illustrative purposes — it is not a projection, promise, or guarantee of actual performance. Mutual Fund investments are subject to market risk, and actual returns will vary. FundStory Global Partners is a Mutual Fund Distributor, not a SEBI-registered Investment Adviser, and does not provide personalised investment advice.
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SWP & STP
Support in setting up structured, systematic movement of money into, within, and out of your mutual fund investments.
Systematic Withdrawal Plan (SWP)
Structured, periodic withdrawals from an existing investment — commonly used to create a regular income stream.
Systematic Transfer Plan (STP)
Periodic, structured transfer of a fixed amount between two mutual fund schemes — for example, from a debt fund into an equity fund over time.
Disclosure: SWP and STP facilities are offered by the respective Asset Management Company as per the terms of the scheme, and are subject to applicable exit load, taxation, and market risk. Withdrawals under an SWP may result in a reduction of your invested capital over time, particularly if withdrawal amounts exceed scheme returns. This is general information, not a recommendation to use any specific facility or scheme.
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Taxation
General information on how mutual fund investments are typically taxed, to help you understand the products you're investing in — not a substitute for a tax professional.
Capital Gains Overview
General guidance on how equity and debt fund holdings are typically taxed based on holding period.
ELSS & Section 80C
Information on tax-saving mutual fund schemes and applicable lock-in periods.
Disclosure: Tax laws are subject to change and vary based on individual circumstances. Information provided here is general in nature and should not be treated as tax advice. Please consult a qualified Chartered Accountant or tax professional for advice specific to your situation.