Commission Disclosure

Last updated: 20 October 2026

In line with SEBI and AMFI guidelines, we disclose how we are compensated for the products we distribute.

Mutual Funds

• Sanjeev Wealth (ARN-126915) receives trail commission from Asset Management Companies on investments made through us in Regular Plans of mutual fund schemes.
• No upfront commission is paid by AMCs to distributors, as per SEBI regulations. Commission is paid on a trail basis as a percentage of the assets you hold.
• This commission is included in the Total Expense Ratio (TER) of the Regular Plan and is not charged to you separately.
• Commission rates differ across schemes and AMCs and may change from time to time.

Direct Plan vs Regular Plan

Every mutual fund scheme offers a Direct Plan, which has a lower expense ratio because it does not include distributor commission. You can invest in a Direct Plan directly with the AMC or through other channels. Investments facilitated by us are in the Regular Plan. The portfolio of both plans is the same; only the expense ratio and therefore the NAV differ.

Transaction Charges

As per SEBI guidelines, transaction charges, if applicable and opted in by the distributor, may be deducted by the AMC from the subscription amount and paid to the distributor. The balance is invested in the scheme.

Insurance

We receive commission from insurance companies on policies sold through us, as permitted under IRDAI regulations. This is included in the premium you pay to the insurer.

Fixed Deposits

For fixed deposits facilitated by us, we may receive brokerage or commission from the issuing institution.

Request for Details

You may request scheme-wise commission details for your investments at any time by contacting us at mahisanjeev9@gmail.com or +91 73543 16267. Details of commission paid are also shown in your Consolidated Account Statement.