Regulatory Disclosure

Disclosure of Income

As an AMFI-Registered Mutual Fund Distributor, Siddarth Sharma earns commission from Asset Management Companies (AMCs) for mutual fund schemes placed with investors. This income is disclosed below by scheme type, in the interest of full transparency with clients.

Brokerage/commission rates are set independently by each fund house (AMC) and revised quarterly. Current period: 1 July 2026 – 30 September 2026. Full scheme wise structures are available below as issued by each AMC.

Helios Mutual Fund Brokerage structure · Jul–Sep 2026 Download PDF ↓ Invesco Mutual Fund Brokerage structure · Jul–Sep 2026 Download PDF ↓ WhiteOak Capital Mutual Fund Brokerage structure · Jul–Sep 2026 Download PDF ↓ DSP Mutual Fund Brokerage structure · Jul–Sep 2026 Download PDF ↓ Mirae Asset Mutual Fund Brokerage structure · Jul–Sep 2026 Download PDF ↓ Kotak Mutual Fund Brokerage structure · Jul–Sep 2026 Download PDF ↓ Edelweiss Mutual Fund Brokerage structure · Jul–Sep 2026 Download PDF ↓ AXIS Mutual Fund Brokerage structure · 1st Jun–30th jun 2026 Download PDF ↓
Commission rates vary by scheme, AMC and prevailing regulatory limits set by SEBI/AMFI and are subject to change without prior notice. Trail commission is paid annually, in arrears, for as long as an investment is held; rates typically step down from the 4th year onward. This disclosure is made in accordance with clause 4(d) of SEBI Circular No. SEBI/IMD/CIR No. 4/168230/09 dated 30 June 2009, which requires distributors to disclose all commissions payable to them across competing schemes recommended to an investor. Figures above are exclusive of GST unless stated otherwise in the linked document; please refer to the relevant AMC's PDF for exact rates.
Mutual fund investments are subject to market risks. Please read all scheme related documents carefully before investing. AMFI-Registered Mutual Fund Distributor — ARN 159618 / EUIN E293919. Initial registration: 11 Feb 2019. Current validity: 31 Jan 2028.
Grievance Redressal

Escalation matrix

If a query or concern isn't resolved at the first point of contact, here's who to reach next. Most matters are handled directly by the operations team; unresolved issues are escalated up to Siddarth Sharma.

Sales Siddarth Sharma Final point of escalation
Operations Mukesh Kumar
Operations Pinki Kumari
Operations Kashish Sholanki
Operations Priti
Office Assistant Lata Dutta
For a fresh query, please write in through the contact form; the operations team typically responds within 2–3 business days. If a matter remains unresolved after that, it may be escalated directly to Siddarth Sharma. Complaints that remain unresolved can also be filed with AMFI or through SEBI SCORES.