Disclosures

 

Scheme Type Trail-1st Year Trail 2nd Year onwards
Liquid/Ultra Short Term Schemes 0.20% - 0.65% 0.20% - 0.50%
Short Term Income Funds 00.0% - 0.50% 0.20% - 0.50%
Income Funds 00.0% - 0.65% 0.25% - 0.75%
Gilt Funds 00.0% - 0.60% 0.25% - 0.50%
Hybrid Debt/Monthly Income Plans 00.0% - 0.65% 0.40% - 1.00%
Arbitrage Funds 0.05% - 0.60% 0.05% - 0.60%
Fund of Funds 0.25% - 0.50% 0.25% - 0.50%
ELSS 00.0% - 0.75% 00.0% - 0.75%
Index Funds 00.0% - 0.75% 0.10% - 0.30%
Equity/ Hybrid Equity/ Balance Funds 0.40% - 0.75% 0.40% - 0.75%
Fixed Maturity Plans Nil Nil



WealthApp Distributors could also get reimbursements towards promotion and marketing related activities conducted by WealthApp Distributors on behalf of AMCs. These reimbursements are event based and the same may or may not be received from AMCs in a particular period. Further, since such activities may be carried out at AMC level, reimbursement amount received cannot be attributed to any specific scheme being offered by such AMC.

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.



 

 

To get a fresh perspective on how to manage your finances and achieve all your life’s goals, do Contact us

        © 2016 WealthApp. All rights reserved | Disclaimer | Disclosure | Privacy Policy | Terms & Conditions