
In accordance with SEBI circular: SEBI/IMD/CIR No. 4/ 168230/09 following are the details of the comparative commission earned by XYZ from various fund-houses, whose products are being distributed:
| Asset Management Company (AMC) | Category | Upfront Commission (%) | Trail Commission (%) |
|---|---|---|---|
| XYZ Mutual Fund | Equity | Nil | 0.50% - 1.25% |
| XYZ Mutual Fund | Debt | Nil | 0.20% - 0.75% |
| XYZ Mutual Fund | Liquid / Money Market | Nil | 0.05% - 0.15% |
| XYZ Mutual Fund | Hybrid / Balanced | Nil | 0.40% - 1.10% |
Note:
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. XYZ does not guarantee any returns on investments made in Mutual Fund products. The information provided here is solely for compliance with SEBI guidelines and transparency purposes.
Serving 2,500+ families since 2000. Wealth, Consulting, and Credit under one platform. Headquartered in Kolkata.
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 making the investment before 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.
Northbridge Wealth (Suskan Finmaart Private Limited) is an AMFI registered mutual fund distributor (ARN-41379) Validity : 12-nov-2023 to 11-nov-2026
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