We are purely a distributor of Mutual fund and hence earn our commission as a product distributor. However incidental to our services, we provide add on services like- Financial Services , Fixed Deposit investments, Insurance services and others. However we do not charge any extra fees for any of these incidental services due to our key source of Income as a distributor of Mutual Funds.
As a part of our own philosophy we keep a very transparent and clear disclosure of our earnings for the understanding of our clients:
| SL No | Mutual Fund Type | Commission Method | Rate Range | Paid from |
|---|---|---|---|---|
| 1 | Debt | Trail | 0.10% to 0.60% | Portfolio Expenses charged by the AMC |
| 2 | Equity | Trail | 0.60% to 1.30% | Portfolio Expenses charged by the AMC |
| 3 | Hybrid Funds | Trail | 0.60% to 1.30% | Portfolio Expenses charged by the AMC |
| 4 | Liquid Funds | Trail | 0.05% to 0.50% | Portfolio Expenses charged by the AMC |
Call or drop a mail and we'll contact through what you need.
AMFI - Registered Mutual Fund Distributor
#72, 16th Cross, 34th Main, J P Nagar 6th Phase,
Bengaluru-560078.
Land mark: Near J P Nagar 6th phase, Bus Stop/Metro Station.
Write us : kulkarni@moneytreeindia.co.in
moneytreekulkarni@gmail.com
Landline: +91 8026695760
Mobile: +91 9886327711