Transparency

How we get paid.

Clear compensation disclosure helps investors understand the nature of the relationship.

Mutual funds

When an investor chooses a Regular Plan through us, the asset management company pays us trail commission from the scheme’s expenses. We do not add a separate mutual fund advisory fee to that transaction.

Direct Plans have a lower expense ratio because distributor commission is not paid. Investors may choose Direct Plans through the relevant AMC or other direct platform.

Other distributed products

For PMS, AIF, insurance, broking-linked and other facilitated products, compensation may be paid by the product provider or intermediary under the applicable commercial arrangement. The structure may differ by product.

What investors should ask

  • What is Arvitha’s role in this product?
  • How is Arvitha compensated?
  • What are the product-level fees, risks, liquidity conditions and exit provisions?
  • Which official documents should be read before proceeding?

If you need a product-specific compensation explanation, please ask the team before completing the transaction.

Ask us a question

A clearer next step

Start with a portfolio conversation.

Understand what you already own, how it fits together and what may need attention.

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