Commission Disclosure
Commission Rate Overview — By Fund Category
| Fund Category & Sub-Category | Risk Level | Typical Horizon | Trail Rate Range (p.a.) | Commission Type | |
|---|---|---|---|---|---|
| 📈 |
Equity Funds
Large Cap, Mid Cap, Small Cap, Flexi Cap, ELSS, Thematic, Sectoral
|
High Risk | 5+ Years | 0.30% - 1.00% p.a. | Trail Only |
| ⚖️ |
Hybrid Funds
Aggressive Hybrid, Balanced Advantage, Conservative Hybrid, Arbitrage
|
Moderate-High Risk | 3-5 Years | 0.30% - 0.90% p.a. | Trail Only |
| 📊 |
Debt Funds
Short Duration, Corporate Bond, Banking & PSU, Gilt, Credit Risk
|
Low-Moderate Risk | 1-3 Years | 0.10% - 0.50% p.a. | Trail Only |
| 💧 |
Liquid / Overnight
Liquid, Overnight, Ultra Short Duration, Money Market
|
Low Risk | Less than 1 Year | 0.03% - 0.10% p.a. | Trail Only |
| 📉 |
Passive / Index Funds
Index Funds, ETFs, Fund of Funds (Passive)
|
Market Risk | 3+ Years | 0.10% - 0.50% p.a | Trail Only |
| 🎯 |
Solution Oriented Funds
Retirement Fund, Children's Fund
|
Moderate-High Risk | 5+ Years (Lock-in applies) | 0.35% - 0.85% p.a. | Trail Only |
Our Commission Policy
Recommendations Based on Suitability
All fund recommendations are based strictly on your risk profile, financial goals, and investment horizon — never on commission rates received from AMCs.
No Hidden Charges
There are no hidden charges, transaction fees, or advisory fees charged to you beyond what is disclosed on this page. What you see is what you get.
No Non-Cash Benefits
We do not receive any non-cash benefits, gifts, sponsored trips, or incentives from any AMC that could create a conflict of interest in our recommendations.
CAS Transparency
The exact commission earned by Welher Investment Services Private Limited on your investments is visible in your Consolidated Account Statement (CAS) from CAMS, KFintech, or MF Central.
Direct Plan Option
Direct Plans are available at lower expense ratios through AMC portals or MF Central. Welher Investment Services Private Limited deals in Regular Plans and does not facilitate Direct Plan investments.
Quarterly Updates
This commission disclosure is reviewed and updated periodically. AMC-wise exact rates are available on request at any time.
Practices We Strictly Prohibit
- Recommending schemes based on higher commission rates instead of investor suitability
- Accepting upfront commissions or any form of commission that is not trail-based
- Receiving non-cash benefits, gifts, or incentives from any AMC
- Splitting investor applications to earn higher transaction charges
- Concealing commission information from investors when asked
Where to Verify Commission Information
| Resource | What You Can Verify | Link |
|---|---|---|
| Your CAS Statement | Exact commission earned by Welher Investment Services Private Limited on your investments | mfcentral.com | camsonline.com |
| AMFI Website | TER and commission rates disclosed by each AMC | amfiindia.com |
| Respective AMC Website | Scheme-wise TER and expense ratio | Individual AMC websites |
| SEBI SCORES | File complaint if commission not disclosed properly | scores.sebi.gov.in |
As an investor, you have the right to know the exact commission earned by Welher Investment Services Private Limited on any specific scheme before or after investing. We will provide complete AMC-wise, scheme-wise commission details within 24 hours of your request — no questions asked.