We follow a customized methodology to help you identify a goal-based MF Investment portfolio backed with our research-based insights. We deploy institutional research software to give you appropriate recommendations. Once the initial documentation is completed, then your monthly investments work in an auto-pilot mode. We send you a report on a monthly basis with an analytic view of your investments

Kindly note that as a distributor of Mutual Fund products, we earn a commission from Mutual Fund Companies (called Asset Management Companies – AMCs). The commission differs across the funds and across the AMCs. Normally there are two types of commission i.e. upfront and trail.

The upfront commission, one time, is paid when the investment is made. The trail commission is typically paid from the 2nd year onward till you hold on to the investments. The upfront commission in Equity Funds normally is @ 0.5% and trail commission normally ranges from 0.50% p.a. to 1.1% p.a.

In some cases the trail commission can be even higher, depending upon the fund and the AMC. The upfront commission can go up to 5.5% in the case of NFOs. The debt fund commissions are far lower. As an example, the trail commission can be 0.05% in the case of liquid funds.

We are required to inform the investor of the commission to be earned in the recommended fund along with the commission that can possibly be earned in an alternate fund in the same category. Currently, we regret our inability to provide such a comparative table. Investors are free to request such specific information or ask for alternate portfolios.