I am an AMFI registered Mutual Fund Distributor with registration number ARN-37262. It provide mutual fund distribution services and gets remunerated by the Asset Management Companies by way of Trail commission of the investments under their ARN code. At the time of the conversation with the client, we disclose this to the client for the specific schemes chosen in their portfolio along with range of commission earned by us on the fund categories. For transparency, the range of trail commission paid by the AMCs are in the below table. We are very conscious on the expenses in an investment scheme and where possible this forms a key part for us to assist the client in identifying a suitable scheme for their requirements.
| Scheme Category | Commission Range(%) |
|---|---|
| Liquid Funds | 0.05 to 0.20 |
| Debt Funds | 0.20 to 0.75 |
| Equity Savings Fund | 0.40 to 0.75 |
| Aggressive Hybrid Funds | 0.70 to 1.25 |
| Balanced Advantage Funds | 0.70 to 1.25 |
| Flexi Cap Funds | 0.60 to 1.25 |
| Mid Cap Funds | 0.80 to 1.25 |
| Small Cap Funds | 0.80 to 1.25 |
| Sectoral Funds | 0.70 to 1.25 |
| Equity Index Funds | 0.40 to 0.70 |
| International Funds | 0.40 to 1.10 |
The commissions disclosed above are subject to regular change by the AMCs. For any clarifications or if you wish to understand more on the expense ratios or the commissions paid by the AMCs, please contact us.
While assisting the clients to invest in mutual funds, we need to understand client specific requirements and based upon the suitabilty analysis, we assist clients with investment options which could be considered by them to meet their goals. The investment options are primarily driven by the investment requirements, time duration of investment and background information provided by the client. As a part of our service, we may be required to explain the product features, facts and risk attributes of individual schemes to the client. This is intended to provide sufficient information to the client to help them make their decision. However, this must not be considered as an investment advice.
Investment in Mutual Funds are subject to market and credit risk associated with investment in products. The data and information shared with the clients is believed to be reliable but we/I do not warrant for its accuracy and completeness. Further we/I shall not be liable for any loss to investors from the investments. We are not a SEBI Registered Investment Advisor.
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