Disclosure

We are purely a distributor of Mutual fund and hence earn our commission as a product distributor. However incidental to our services, we provide add on services like- Insurance advisory, Financial Planning, Fixed Deposit investments and others. However we do not charge any extra fees for any of these incidental services due to our key source of Income as a Mutual Funds Distributor.

As a part of our client first philosophy and transparency, we keep clear disclosure of our earnings for the understanding of our clients:

SL No Mutual Fund Category Commission Method Commission Range Paid from
1 Liquid/Ultra Short Term Schemes Trail 0.05%-0.65% Portfolio Expenses charged by the AMC
2 Short Term Income Funds Trail 0.05%-0.65% Portfolio Expenses charged by the AMC
3 Income Funds Trail 0.05%-1.00% Portfolio Expenses charged by the AMC
4 Gilt Funds Trail 0.05%-0.65% Portfolio Expenses charged by the AMC
5 Hybrid Debt/Monthly Income Plan Upfront, Trail 0.05%-0.75% Portfolio Expenses charged by the AMC
6 ELSS Upfront, Trail 0.50%-1.50% Portfolio Expenses charged by the AMC
7 ELSS Upfront, Trail 0.50%-1.50% Portfolio Expenses charged by the AMC
8 Index Funds Upfront, Trail 0.0%-0.75% Portfolio Expenses charged by the AMC
9 Equity/Hybrid Equity/Balance Funds/Fund of Funds Upfront, Trail 0.50%-1.50% Portfolio Expenses charged by the AMC