Mutual Fund Distributor Disclosures
We prioritize transparency and complete disclosure of our operational structures, registration status, and compensation models.
ARN-90088
We deal in Regular Plans only and act as a certified Mutual Fund Distributor (not an RIA).
Initial Registration Date:
04 / 07 / 2014
Validity of ARN:
12 / 03 / 2028 (Current)
Brokerage Commission Structure
As per SEBI guidelines, our trail commission ranges earned from various Mutual Fund schemes are detailed below. We do not charge direct advisory fees to clients.
| Scheme Category | Trail Commission (1st Year Onwards) |
|---|---|
| Liquid / Ultra Short Term Schemes | 0.05% – 0.70% |
| Short Term Income Funds | 0.50% – 0.90% |
| Income Funds | 0.40% – 1.00% |
| Gilt Funds | 0.15% – 0.90% |
| Hybrid Debt / Monthly Income Plans | 0.90% – 1.20% |
| Arbitrage Funds | 0.55% – 0.70% |
| Fund of Funds | 0.25% – 0.50% |
| ELSS (Equity Linked Savings Scheme) | 0.65% – 2.00% |
| Index Funds | 0.30% – 1.00% |
| Equity / Hybrid Equity / Balance Funds | 0.65% – 2.00% |
| Fixed Maturity Plans | Variable |
Additional Commission Details: Specific scheme-level commission details on Mutual Funds are available with the designated Relationship Managers and will be produced on demand.
Accuracy Statement: This disclosure is published on a best-effort basis, and rates are updated as and when actual commission rate structures are received from the respective Asset Management Companies (AMCs).
SEBI Risk Disclaimer Notice
Investments in Mutual Funds are subject to Market Risks. Read all scheme-related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in the future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structures (TER) applicable at the time of making the investment before finalizing any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure of commission earnings is made to clients at the time of investments.