Disclosure

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FideloWealth Pvt Ltd receives commissions from Asset Management Companies (AMCs) for mutual fund transactions executed under its own ARN code. The exact commission varies depending on the fund house and the scheme selected. In accordance with SEBI circular SEBI/IMD/CIR No. 4/168230/09, below are the indicative commission ranges across different categories of mutual funds:

IMPORTANT NOTES:

1. The above commissions refer to Top 30 (T30) cities as defined by AMFI. Rates may differ for Beyond 30 (B30) cities, where they can be higher.
2. Commission structures are subject to revision at the discretion of AMCs and may change without prior notice.
3. The disclosed commissions apply only to Regular/Distributor Plans, which involve trail-based compensation. No upfront commission is paid to or received by FideloWealth Pvt Ltd.
4. Scheme-wise commission details are available with your Relationship Manager and can be shared upon request.
5. The information provided is compiled on a best-effort basis and updated as and when received from AMCs.
    

RISK FACTORS:

 Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme. 

Investors are advised to review and evaluate applicable exit loads and the Total Expense Ratio (TER) before making any investment decisions. We offer investments only in Regular Plans of Mutual Fund schemes and earn trailing commissions on client investments. Details of such commission earnings are disclosed to clients at the time of investment.

Direct Plans of all Mutual Fund schemes, which offer the benefit of a lower expense ratio, are available to investors; however, we do not deal in Direct Plans as we are not entitled to earn commissions on them.