Legal

Regulatory Disclosures

Last updated: 16 July 2026

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Past performance of any mutual fund scheme, portfolio manager, or alternative investment fund does not indicate its future performance.

1. Regulatory Registrations

Fortune Investment Services Private Limited ("FISPL") is not a SEBI-registered Investment Adviser. We hold the following registrations and licenses:

  • Mutual Fund Distribution: Registered with the Association of Mutual Funds in India (AMFI) as a Mutual Fund Distributor. AMFI Registration Number (ARN): 197457 (Valid till: 31-Jan-2028).
  • Portfolio Management Services: Registered with the Association of Portfolio Managers in India (APMI). APMI Registration Number: APRN04093 (Valid till: 28-Feb-2027).
  • Alternative Investments / Specialized Investment Fund (SIF): License status Active (Validity: 08-Jun-2026 to 07-Jun-2029).

Our core registration is as a distributor, not an adviser. We do not hold a fiduciary duty to clients under Indian investment adviser regulations, and we do not describe our services using adviser, consultant, or wealth manager terminology anywhere on this Site.

2. No Guaranteed or Assured Returns

FISPL does not offer, promise, or imply guaranteed, assured, fixed, or risk-free returns on any mutual fund, PMS, AIF, SIF, or any other product referenced on this Site. Any historical performance figures we cite, where used, are presented as a record of what has already happened for a specific, stated time horizon, never as an assurance of what will happen to a new investment.

3. Past Performance Disclaimer

Past performance of any mutual fund scheme, portfolio management strategy, or alternative investment fund is not indicative of, and does not guarantee, future performance. Market conditions, fund management, and macroeconomic factors change over time, and outcomes achieved by past or existing clients over a given holding period should not be treated as a prediction for any new investor.

4. Alternative Investment Funds (AIF) and Specialized Investment Funds (SIF)

Content on this Site relating to Category I, II, or III AIFs, or to SIFs, is educational and general in nature. Under SEBI's AIF Regulations, AIFs may be offered only through private placement, not through public invitation. Nothing on this Site constitutes, or should be treated as, an offer or invitation to subscribe to units of any AIF or SIF. Any subscription process takes place directly and individually between you and our team, subject to separate documentation and applicable minimum investment thresholds.

5. Portfolio Management Services (PMS)

Portfolio Management Services are offered subject to SEBI (Portfolio Managers) Regulations and APMI's Code of Conduct. PMS investments are market-linked, involve risk of loss, including loss of principal, and past performance of any portfolio management strategy does not indicate future results.

6. Complaints and Grievance Redressal

If you have a complaint regarding our mutual fund distribution or portfolio management services that we have not resolved to your satisfaction, you may escalate it through SEBI's official channels:

You may also reach us directly at [email protected] or +91 78248 98981.

7. General

Fortune Investment Services Pvt Ltd operates strictly within the regulatory frameworks defined by SEBI, AMFI, and APMI. The content on this Site is for informational purposes only and should not be construed as personalized investment advice. For the terms governing your use of this Site, see our Terms of Service. For how we handle your personal information, see our Privacy Policy.