How Are We Remunerated
I. Mutual Funds
Fund House Charges -TER
Payout to us from Fund House
Payout to us from Client
Equity
1.05% - 2.5%
0.4%-1.25%
0%
Debt
0.04% - 2.15%
0.04% - 1%
0%
Hybrid
0.60% - 2.72%
0.3% - 1.5%
0%
Liquid
0.14% - 0.86%
0.05% - 0.3%
0%
I. Debt Products:
Debt Products
Payout to us
Payout to us from Client
Fixed Income
~ 0.5% - 1%
0%
Bonds
~ 0.5%
0%
NCD
~ 0.5%
0%
PPF
0%
0%
I. Equity Brokerage:
Equity Products
Broker Charges
Payout to us
Payout to us from Client
Direct Equity
0.5%*
0.4%
0%
PMS
~ 2% - 2.5%
0.8%-1.25%
0%
Advisory Fees Structure:
Fees based on the AUA (Asset under Advisory) as per the following structure.
AUA Slab
Fees
0 - 30 Lakhs
βΉ30,000#
30 Lakhs β 1 Cr
1% of AUA*
1 Crore β 5 Crore
0.75 % of AUA*
5 Crore & above
0.5 % of AUA*
Payment Terms
#Half Yearly Advance
*AUA based plans at the end of the month
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