At Wealth Saathi 360, we act purely as a distributor of Mutual Funds and earn our commission
in that capacity. Along with this, we also provide value-added services such as Financial Investment
Advisory, Fixed Deposit Investment and more — all offered at no extra cost.
We do not levy any additional charges for these incidental services; our sole source of income comes
from distribution commissions on Mutual Funds.
In line with our philosophy of transparency, we maintain a clear disclosure of our commission earnings
to help our clients make informed financial decisions:
| SL No |
Mutual Fund Type |
Commission Method |
Rate Range |
Paid from |
| 1 |
Debt |
Trail |
0.05% to 0.75% |
Portfolio Expenses charged by the AMC |
| 2 |
Equity |
Trail |
0.40% to 1.00% |
Portfolio Expenses charged by the AMC |
| 3 |
Hybrid Funds |
Trail |
0.40% to 1.00% |
Portfolio Expenses charged by the AMC |
| 4 |
Liquid Funds |
Trail |
0.05% to 0.40% |
Portfolio Expenses charged by the AMC |
-
As per SEBI guidelines, portfolio expenses are capped between 1.5% to 2.75%,
calculated on an annualized basis depending on the asset size.
-
The NAV (Net Asset Value) announced by the Fund under its regular plan already
factors in such expenses, based on weekly average portfolio valuations.
For further clarification regarding Expense Ratios or our commissions, please feel free
to email us or visit our branch anytime from Monday to Saturday, 10:00 AM to 6:00 PM.
