Commission & Disclosure Policy
Shreejeet Wealth follows a transparent, ethical, and client-first
approach in all financial dealings. This policy explains how we are compensated
for mutual fund distribution services and how transparency is maintained.
1. Transparency First
Transparency is a core principle at Shreejeet Wealth. We ensure that our clients
are aware of the nature of our compensation and how it aligns with regulatory
guidelines.
2. Commission Structure
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Shreejeet Wealth receives commissions from Mutual Fund Houses (AMCs)
for distributing mutual fund schemes.
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Commissions may be trail-based or otherwise, strictly in accordance
with SEBI and AMFI guidelines.
3. No Direct Charges to Investors
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Clients are not charged separately for mutual fund distribution services.
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Commissions paid to us are included within the scheme’s
Total Expense Ratio (TER) and are disclosed in
the respective scheme documents.
4. Scheme-wise Variations
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Commission structures may vary across different mutual fund schemes
and Asset Management Companies (AMCs).
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Such variations do not influence our recommendations, which are
always based on client suitability, financial goals, and risk profile.
5. Client Disclosure
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Commission details will be disclosed to clients upon request.
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Investors are strongly encouraged to read the
Scheme Information Document (SID) and
Key Information Memorandum (KIM) carefully
before investing.
6. Conflict of Interest Policy
All recommendations are made strictly in the best interest of the client,
taking into account individual financial goals, risk appetite,
investment horizon, and overall suitability.
Shreejeet Wealth does not allow commission structures to influence
product recommendations.
