Disclosure

Scheme TypeTrail-1st YearTrail 2nd Year onwards
Liquid/Ultra Short Term Schemes0.05% – 0.65%0.05% – 0.65%
Short Term Income Funds0.05% – 0.65%0.05% – 0.65%
Income Funds0.05% – 0.65%0.05% – 0.65%
Gilt Funds0.05% – 0.65%0.05% – 0.65%
Hybrid Debt/Monthly Income Plans0.05% – 0.75%0.05% – 0.75%
Arbitrage Funds0.05% – 0.60%0.05% – 0.60%
Fund of Funds0.25% – 0.50%0.25% – 0.50%
ELSS0.50% – 0.75%0.50% – 0.75%
Index Funds00.0% – 0.75%00.0% – 0.75%
Equity/ Hybrid Equity/ Balance Funds0.50% – 0.75%0.50% – 0.75%
Fixed Maturity PlansNilNil

Details of Scheme level commission on Mutual funds are available with the Relationship Managers and would be produced on demand.

This is on a best effort basis and rates are updated as and when actual rates are received from AMCs.

We are a NISM certified / AMFI registered mutual fund distributor and not an RIA. We get compensated / incentivised by AMCs. We don’t charge any fees for our services.

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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor | Amitkumar Dhirajlal Mehta | ARN – 0183  |  Date of initial Registration: 15-06-2002  | Current validity:  14-06-2027

AMFI Registered Mutual Fund Distributor | Kalpna Amitkumar Mehta | ARN – 63163  |  Date of initial Registration: 21-06-2008  | Current validity:  18-06-2025

AMFI Registered Mutual Fund Distributor  | Dhirajlal K. Mehta | ARN – 12674 |  Date of initial Registration: 17-07-2003  | Current validity:  16-07-2025

AMFI Registered Mutual Fund Distributor  | Bhanumati Dhirajlal Mehta | ARN -90825  |  Date of initial Registration: 19-06-2013  | Current validity:  18-06-2025

AMFI Registered Mutual Fund Distributor  | Harshal Amit Mehta | ARN – 115318  |  Date of initial Registration: 19-08-2016  | Current validity:  18-08-2025

AMFI Registered Mutual Fund Distributor  | Devanshi Harshal Mehta | ARN – 194019  |  Date of initial Registration: 31-01-2021  | Current validity:  30-01-2027

Grievance redressal: +91 9825205734 | mehta.a.2000@gmail.com 

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