Commission Disclosure

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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:

SL NoMutual Fund TypeCommission MethodRate RangePaid from
1DebtTrail0.05% to 0.75%Portfolio Expenses charged by the AMC
2EquityTrail0.40% to 1.00%Portfolio Expenses charged by the AMC
3Hybrid FundsTrail0.40% to 1.00%Portfolio Expenses charged by the AMC
4Liquid FundsTrail0.05% to 0.40%Portfolio Expenses charged by the AMC
  • Portfolio Expenses are capped at certain level from 1.5% to 2.75% by SEBI and is charges as per the Asset size and on annualized calculation method
  • The net NAV announced by the Fund under its regular plan is less of such charges taken on 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 Email us freely or visit the branch any time from Monday to Saturday ( working time: 10 am to 6 pm)

  • +91 8568068000 (24/7 Support Line)
  • Gazzi Gulla, Rowtary Chowk, Opp. petrol pump, Jalandhar – 144004, Punjab