Commission Disclosure

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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- 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:

SL No Mutual Fund Type Commission Method Rate Range Paid from
1 Debt Trail 0.05% to 0.75% Portfolio Expenses charged by the AMC
2 Equity Trail 0.40% to 1.00% Portfolio Expenses charged by the AMC
3 Hybrid Funds Trail 0.40% to 1.00% Portfolio Expenses charged by the AMC
4 Liquid Funds Trail 0.05% to 0.40% Portfolio Expenses charged by the AMC

We are a AMFI ( Association of Mutual Fund in India) Registered Mutual Fund Distributor vide ARN : 67592 since 18/09/2008. Current validity of ARN is till 18/09/2025. We provide investment services to our clients, incidental to our primary activity. You can check the list of all mutual funds where we are acting as a distributor – fundlist.

We do not charge any advisory fees or transaction fees – directly or indirectly, because we earn commission from the funds which we distribute. You can check the commission disclosure sheet here at Commission Disclosure Although we take our best attempt to ensure the suitability of the product being sold to you, but the same may not always be in the best of your interest.