We are purely a distributor of Mutual funds. Since we are selling regular plans, we earn our commission as a product distributor from the AMC’s. However incidental to our services, we provide other financial products like – Registered PMS, Alternative investment funds, Startups, debt syndication and its distribution, Insurance services and many others. However, we do not charge any extra fees for any of these incidental services.
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 | Equity | Trail | 0.5 to 1.75% | Portfolio Expenses charged by the AMC |
| 2 | Hybrid Funds | Trail | 0.5 to 1.75% | Portfolio Expenses charged by the AMC |
| 3 | Debt | Trail | 0.05 to 1.5% | Portfolio Expenses charged by the AMC |
| 4 | Liquid Funds | Trail | 0.10% to 0.20% | Portfolio Expenses charged by the AMC |
*These are the tentative rates, which are changed time to time from the AMC side.