Commission Disclosure

We are an AMFI Mutual Registered Distributor. We earn commissions from AMCs on Regular Plans. Details vary by scheme and are available upon request.

WealthZest is an AMFI Registered Mutual Fund Distributor. View Commissions.

Commission from Mutual Funds
Top 30 Cities
Fund Schemes
Trail
Equity Schemes
Equity Funds
0.20% to 1.75%
Hybrid Schemes
Arbitrage Funds
0.45% to 0.80%
Conservative Hybrid Funds
0.20% to 1.45%
Other Hybrid Funds
0.25% to 1.75%
Debt Schemes
Overnight & Liquid Funds
0.01% to 0.20%
Ultra-Short Duration, Low Duration, Money Market Funds, Short Duration Funds
0.05% to 1.30%
Credit Risk Funds
0.50% to 1.20%
Gilt Funds
0.10% to 1.00%
Floater Funds
0.15% to 0.60%
Medium, Medium to Long, Long, Dynamic Duration Funds
0.12% to 1.25%
Corporate Bond, Banking & PSU Funds
0.09% to 0.75%
Other Schemes
Index Funds / ETFs
0.03% to 1.10%
Fund of Funds
0.05% to 1.25%
Retirement & Children’s Fund
0.50% to 1.75%

Wealthzest is an AMFI Registered Distributor (ARN-334849) partnered with various AMCs. Per SEBI circulars, we earn commissions on Regular Plans, which vary by scheme and location (T-30/B-30). We do not charge upfront fees or handle Direct Plans. Investors can verify gross commissions via the AMFI portal. Mutual funds face market risks; read all SID/KIM documents carefully. No returns are guaranteed, and past performance is not a future indicator.

The firm is offered commissions for mutual fund business sourced under its own ARN code. The commission earned by the firm varies from Fund house to fund house and from Scheme to Scheme. As per SEBI circular: SEBI/IMD/CIR No. 4/ 168230/09, the following are the details of the commission earned by Wealthzest from various AMCs, whose products are being distributed:

The rates of commission disclosed above:

  1. Refers to T 30 cities in India as defined by AMFI, and the commission could be higher in case of B 30 cities.
  2. Are subject to change, without any prior consent and at the sole discretion and agreement between  Wealthzest and the respective AMCs.
  3. For investments subscribed into the Regular/Distributor Plan, which involves payment of commission to MFD. No Upfront commission is paid to/received by Wealthzest.
  4. Details of scheme-level commission on Mutual funds are available with your Wealth/Relationship Manager and would be produced on request.
  5. This information is compiled on a best effort basis, and rates are updated as and when they are received from AMCs.
  6. Please note you can check the gross commissions earned by Wealthzest in any particular FY by clicking on the following link – https://www.amfiindia.com/commission-disclosure  

Risk Factors

Investments in Mutual Funds are subject to Market Risks. Read all scheme-related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of investing in finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence, we do not deal in Direct Plans.