Commission Disclaimer

As per SEBI circular: SEBI/IMD/CIR No. 4/ 168230/09, following are the details of the comparative commission earned by Wealth Managers (India) Private Limited from various fund-houses. 

SCHEME TYPE	UPFRONT	TRAIL -1ST YEAR	TRAIL-2nd YEAR ONWARDS
LIQUID & FLOATING SCHEMES	0 – 0.05%	0.20% - 0.30%	0.20%- 0.30%
ULTRA SHORT TERM SCHEMES	0 – 0.05%	0.20%- 0.50%	0.20%- 0.50%
SHORT TERM SCHEMES	0 -.0.05%	0.10%-0.50%	0.10%-0.30%
INCOME SCHEMES	0.25%-1.00%	0.25%-1.00%	0.25%-1.00%
GILT SCHEMES	0%	0.40%- 0.60%	0.25%-0.25%
MONTHLY INCOME PLAN	0.25%-1 %	0%	0.40%-0.60%
ARBITRAGE FUND	0.05-0.40%	0.05%-0.60%	0.05-0.60%
FUND OF FUNDS	0.50%-1.25%	0.25%-0.50%	0.25%-0.50%
ELSS	0.50%-3%	0%	0%
INDEX FUND	0%	0.30%-0.75%	0.10%-0.30%
EQUITY & BALANCED	0.50%-0.75%	0.50%-0.75%	0.50%-0.75%
FIXED MATURITY PLANS	0.05%-0.10%	0%	0%

Wealth Managers (India) Private Limited may also get marketing expense reimbursements from various Asset Management Companies.These reimbursements are contingent,evetn based and may or may not be paid by AMC’s in a particular period. Further reimbursements can not be attributed to any particular scheme/s being offered by such AMC’s.This disclosure is made on a best efforts basis and the rates are updated periodically.