Shree Wealth Finserv

Commission Disclosure

We receive commission from Asset Management Companies for investments made by our clients under our ARN No. The commission receivable is subject to and as per the guidelines laid down by SEBI and the Asset Management Companies. The disclosure of commissions payable to us for the different schemes of various mutual funds as per clause 4(d) of the SEBI Circular No. SEBI/IMD/CIR No. 4/168230 dated June 30, 2009.

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

Sr NoMutual Fund TypeCommission MethodRate Range
1DebtTrail0.05% – 0.75%
2EquityTrail0.40% – 1.50%
3Hybrid FundsTrail0.40% – 1.20%
4Index FundsTrail0.04% – 0.50%
5Liquid FundsTrail0.05% – 0.10%

However, we do not charge any extra fees for any of our services like Financial Calculators, Fixed Deposit Investments, Insurance and others due to our key source of Income as a AMFI registered Mutual Fund Distributor and not an RIA.