Wealth Nexus operates as an AMFI-registered Mutual Fund Distributor.
We facilitate investments in Regular Plans of Mutual Fund Schemes and may receive trail commission / applicable distributor remuneration from the respective Asset Management Companies (AMCs) on eligible client investments.
Wealth Nexus does not charge a separate planning fee for its mutual fund distribution services[cite: 7].
The following rates are provided as indicative trail commission ranges from the first year onwards based on information available with Wealth Nexus[cite: 7]:
| Scheme / Asset Category | Indicative Trail Commission Range (1st Year Onwards) |
|---|---|
| Overnight Funds | Scheme-specific |
| Liquid / Ultra Short Term Schemes | 0.05% – 0.70% |
| Money Market Funds | Scheme-specific |
| Low Duration Funds | Scheme-specific |
| Short Duration / Short Term Income Funds | 0.50% – 0.90% |
| Medium Duration Funds | Scheme-specific |
| Medium to Long Duration Funds | Scheme-specific |
| Long Duration Funds | Scheme-specific |
| Corporate Bond Funds | Scheme-specific |
| Banking & PSU Debt Funds | Scheme-specific |
| Credit Risk Funds | Scheme-specific |
| Gilt Funds | 0.15% – 0.90% |
| Dynamic Bond Funds | Scheme-specific |
| Income Funds | 0.40% – 1.00% |
| Conservative Hybrid Funds | Scheme-specific |
| Balanced Advantage / Dynamic Asset Allocation Funds | Scheme-specific |
| Arbitrage Funds | 0.55% – 0.70% |
| Equity Savings Funds | Scheme-specific |
| Aggressive Hybrid Funds | Scheme-specific |
| Multi Asset Allocation Funds | Scheme-specific |
| Equity / Hybrid Equity / Balanced Funds | 0.65% – 2.00% |
| Large Cap Funds | Scheme-specific |
| Large & Mid Cap Funds | Scheme-specific |
| Flexi Cap Funds | Scheme-specific |
| Multi Cap Funds | Scheme-specific |
| Mid Cap Funds | Scheme-specific |
| Small Cap Funds | Scheme-specific |
| Value / Contra Funds | Scheme-specific |
| Focused Funds | Scheme-specific |
| Dividend Yield Funds | Scheme-specific |
| Sectoral / Thematic Funds | Scheme-specific |
| ELSS | 0.65% – 2.00% |
| Index Funds | 0.30% – 1.00% |
| Fund of Funds | 0.25% – 0.50% |
| Retirement / Solution-Oriented Funds | Scheme-specific |
| Exchange Traded Funds (ETFs) | Scheme-specific |
| Fixed Maturity Plans | Variable / Scheme-specific |
The commission figures stated above are indicative ranges only and should not be considered fixed or universally applicable to every scheme or AMC[cite: 7].
The actual trail commission may vary depending on the AMC, individual scheme, applicable distribution arrangement, asset category, plan and commission structure in force from time to time[cite: 7].
Where an AMC's commission structure is based on AUM or asset slabs, the applicable trail rate may vary as the relevant AUM slab changes[cite: 7].
The latest applicable scheme-level commission details are available with Wealth Nexus and may be provided to investors upon request[cite: 7].
Mutual Fund Distributors receive trail commission on eligible investments made through Regular Plans, as per the commission structure of the respective AMC with which the distributor is empanelled[cite: 7].
AMCs follow a full-trail model for distributor commission[cite: 7]. Trail commission is paid in monetary terms as per the applicable structure[cite: 7].
The commission received by Wealth Nexus does not represent a guarantee of investment performance and should not be considered the sole basis for selecting any Mutual Fund Scheme[cite: 7].
Wealth Nexus facilitates investments in Regular Plans of Mutual Fund Schemes[cite: 7].
Direct Plans are available to investors through the respective AMC or other platforms[cite: 7]. Direct Plans generally have a lower expense ratio because they do not include distributor commission[cite: 7].
Wealth Nexus does not receive distributor commission on Direct Plans and therefore does not distribute Direct Plans[cite: 7].
Wealth Nexus is committed to transparent disclosure of distributor remuneration[cite: 7]. Investors may request latest applicable scheme details anytime[cite: 7].