Our commitment to transparency and trust
We are purely a distributor of Mutual Funds and hence earn our commission as a product distributor. However, incidental to our services, we provide add-on services like Financial Planning, Fixed Deposit investments, Insurance advisory, 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 distributor of Mutual Funds.
As a part of our own philosophy, we keep a very transparent and clear disclosure of our earnings for the understanding of our clients:
| Scheme Type | Trail - 1st Year Onwards |
|---|---|
| Fixed Maturity Plans | Variable |
| Equity / Hybrid Equity / Balance Funds | 0.30% - 1.00% |
| Index Funds | 0.65% - 2.00% |
| ELSS | 0.05% - 0.70% |
| Fund of Funds | 0.25% - 0.50% |
| Arbitrage Funds | 0.25% - 0.70% |
| Hybrid Debt / Monthly Income Plans | 0.60% - 1.20% |
| Gilt Funds | 0.15% - 0.90% |
| Income Funds | 0.40% - 1.00% |
| Short Term Income Funds | 0.30% - 0.70% |
| Liquid / Ultra Short Term Schemes | 0.05% - 0.50% |
Details of Scheme level commission on Mutual funds are available with the Relationship Managers and would be produced on demand. This is on a best effort basis and rates are updated as and when actual rates are received from AMCs.
Note on Expenses: Portfolio Expenses are capped at certain levels by SEBI and are charged as per the Asset size and on annualized calculation method. The net NAV announced by the Fund under its regular plan is net of such charges taken on the weekly average valuation of the portfolio assets.
In case you need any clarification or wish to understand more on Expense ratio or our commissions, do E-mail us freely or visit the branch any time.
Working Hours: Monday to Saturday (10:00 am to 6:00 pm)