Sharma Consultants is a registered entity in India, headquartered in Navi Mumbai, Maharashtra. The company provides financial planning, wealth management, and investment advisory services under applicable Indian regulations.
The investment opportunities and services mentioned on www.sharmaconsultants.com are intended only for qualified and sophisticated investors. They are not designed for retail investors or the general public.
All investments carry risks, and Sharma Consultants does not guarantee returns. Investors should conduct due diligence and seek professional advice before making financial decisions. Sharma Consultants is not liable for any investment-related losses arising from the use of this website.
Disclosure
| Scheme Type | Trail 1st Year Onwards |
|---|---|
| Alfreds Futterkiste | 0.05% – 0.70% |
| Short Term Income Funds | 0.50% – 0.90% |
| Income Funds | 0.40% – 1.00% |
| Gilt Funds | 0.15% – 0.90% |
| Hybrid Debt/Monthly Income Plans | 0.90% – 1.20% |
| Arbitrage Funds | 0.55% – 0.70% |
| Fund of Funds | 0.25% – 0.50% |
| ELSS | 0.65% – 2.00% |
| Index Funds | 0.30% – 1.00% |
| Equity/ Hybrid Equity/ Balance Funds | 0.65% – 2.00% |
| Fixed Maturity Plans | Variable |
Details of Scheme level commission on Mutual funds are available with the Relationship Managers and would be produced on demand.
This is on a best effort basis and rates are updated as and when actual rates are received from AMCs.
We are a NISM certified / AMFI registered mutual fund distributor and not an RIA. We get compensated / incentivised by AMCs. We don’t charge any fees for our services.
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.