Financial Advisor — wealth vaidya

Commission Disclosure

We are purely a distributor of Mutual fund and hence earn our commission as a product distributor. However incidental to our services, we provide add on services like- Financial calculation , Life Insurance, Health Insurance and others. However, we do not charge any extra fees from the client for any of these incidental services due to our key source of Income as a distributor of Mutual Funds.

As a part of our own philosophy we keep a very transparent and clear disclosure of our earnings for the understanding of our clients:

SL.NO	Mutual Fund Type	Commission Method	Rate Range
1	Debt	Trail	0.3% to 1.2%
2	Equity	Trail	0.5% to 2.0%
3	Hybrid Funds	Trail	0.5% to 1.5%
4	Liquid Funds	Trail	0.1% to 0.3%

Portfolio Expenses are capped at certain level from 1.5% to 2.75% by SEBI and is charges as per the Asset size and on annualized calculation method.
The net NAV announced by the Fund under its regular plan is less of such charges taken on weekly average valuation of the portfolio assets.

In case you need any clarification or wish to understand more on Expense ratio or our commissions, do E mail us freely or call us any time from Monday to Friday (working time: 10 am to 6 pm)