We help clients design a personalised investment plan based on financial goals and execute the plan - like retirement, child's education, or wealth creation.
We are compensated through distributor commissions (trail model) paid by mutual fund companies, at no extra cost to investors.
We periodically review your investments to ensure your portfolio remains aligned with your goals and risk profile.
We earn a small trail commission from the fund houses you invest through us - ensuring our interests stay aligned with your long-term success.
We provide life, health, and critical illness solutions to safeguard your family's financial plan.
We receive standard commissions from insurance companies as per IRDAI-approved rates.
Cost: These are offered as part of our ongoing relationship - no additional cost.
At Consult Us, we believe that transparency builds trust.
As a registered Mutual Fund Distributor (ARN-174254), we receive trail commissions from Asset Management Companies (AMCs) for the mutual fund investments made through us.
These commissions are paid by AMCs - not by investors - and are already included in the Total Expense Ratio (TER) of each mutual fund scheme.
We do not charge any separate advisory or service fees to our clients.
| Fund Category | Typical Trail Range (per year) |
|---|---|
| Equity Funds | 0.50% – 1.00% |
| Hybrid / Balanced Funds | 0.30% – 0.80% |
| Debt / Liquid Funds | 0.05% – 0.50% |
| Solution-Oriented Funds (Retirement / Children) | 0.50% – 0.90% |
The above ranges are indicative and may vary across AMCs and individual schemes.
At Consult Us, what we earn is not a cost to our clients - it's the value we create together.
We help you avoid investment mistakes, plan better, and stay disciplined through changing market cycles.
More importantly, we take the time to listen to your financial concerns and genuinely work toward solutions that fit your life goals.
We see ourselves as your financial family doctor - someone who understands your financial health, guides you with care, and stays by your side for the long term.
These are the value additions that go far beyond numbers - making "cost" no concern when the outcome is your peace of mind and progress.
