100% Transparent
We don't charge you any fees. Our earnings come from trail commissions paid by mutual fund companies—fully disclosed and SEBI compliant.
You pay absolutely nothing for our mutual fund advisory and distribution services!
Advisory Fees
Transaction Charges
Account Opening Fees
Exit or Switching Fees
As a SEBI-compliant mutual fund distributor (AMFI ARN-344268), we earn trail commission from Asset Management Companies (AMCs). This is a standard industry practice and costs you nothing extra—it's already built into the mutual fund's expense ratio.
How We Earn:
We earn trail commission from mutual fund companies (AMCs) based on the assets you invest through us. This commission is paid by the AMC from the scheme's Total Expense Ratio (TER), not from your investment amount.
Important Points:
| Mutual Fund Category | Typical Trail Commission Range | Who Pays |
|---|---|---|
| Equity Mutual Funds | 0.5% - 1.5% of AUM per year | AMC (from TER) |
| Debt Mutual Funds | 0.15% - 0.75% of AUM per year | AMC (from TER) |
| Hybrid Funds | 0.35% - 1.25% of AUM per year | AMC (from TER) |
| Index Funds / ETFs | 0.1% - 0.5% of AUM per year | AMC (from TER) |
We are legally required to disclose the exact commission amount for every scheme before you invest. You will receive a commission disclosure statement showing the exact percentage we earn from each mutual fund scheme you choose to invest in.
As per SEBI guidelines, you have two options:
If you value professional guidance, regular portfolio reviews, tax planning, and behavioral coaching, investing through Regular Plans (via us) makes sense. Studies show advised investors earn 1.5-3% higher returns over the long term due to better decision-making, which more than compensates for the slightly higher expense ratio.
Goal-based investment planning aligned with your life goals and risk appetite.
Regular portfolio reviews, rebalancing, and optimization based on market conditions.
Strategic tax-saving investment recommendations to minimize tax liability.
Unlimited consultations via phone, email, and WhatsApp whenever you need guidance.
Regular market updates, fund performance analysis, and investment recommendations.
Guidance to avoid emotional decisions during market volatility and stay invested.
No. We earn trail commission from AMCs, not from you. There are zero charges to investors.
You can discontinue anytime with 30 days' notice. We'll provide a pro-rated refund for the unused portion of the quarter. No exit fees or penalties.
If you want professional guidance and ongoing portfolio management, Regular plans are better. If you're experienced and want to manage everything yourself, choose Direct plans.
Yes, absolutely. We are legally required to disclose exact commission percentages for every scheme before you invest.
Our fees are transparent and typically 30-50% lower than private bank wealth management services, with the same or better quality of advice and personalized attention.
Yes, you can switch anytime, though it's treated as redemption and fresh purchase (tax implications apply).
AMCs pay us a small percentage (trail commission) from the scheme's expense ratio as compensation for distributing their products and serving investors.
Schedule a free consultation to discuss your financial goals and find the right plan for you.
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