Disclosers

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Be WealthSet Financial Services LLP is a NISM certified and AMFI registered Mutual Fund Distributor (MFD). In compliance with the SEBI (Mutual Funds) Regulations, we provide the following disclosures to our clients:

• Nature of Business: We operate as a Mutual Fund Distributor and not as a Registered Investment Advisor (RIA).
• Registration: We are one of the premier mutual fund distributors offering financial solutions to High Net Worth (HNI) and Retail Investors.
• Compensation: We are compensated and incentivized by Asset Management Companies (AMCs) for the distribution of their schemes. We do not charge any direct advisory fees to our clients for these services.

In accordance with SEBI Circular: SEBI/IMD/CIR No. 4/168230/09, the following are the indicative ranges of commission (Trail commission) received by Be WealthSet Financial Services LLP from various AMCs for different schemes:

 Scheme TypeTrail Commission Range (per annum)Liquid / Ultra Short Term Schemes0.05% – 0.70%Short Term Income Funds0.50% – 0.90%Income / Gilt Funds0.15% – 1.00%Hybrid Debt / Monthly Income Plans0.90% – 1.20%Arbitrage Funds0.55% – 0.70%ELSS (Tax Saving)0.65% – 2.00%Equity / Hybrid Equity / Balanced Funds0.65% – 2.00%Index Funds0.30% – 1.00%Fixed Maturity Plans (FMP)Variable 

Note: The commission rates are updated as and when actual rates are received from AMCs. Specific details of scheme-level commissions are available on demand.

Our approach is guided by the principle that "Good Wealth is created not with heavy diversification, but conscious selection and conscious elimination." While we offer a variety of products including Mutual Funds, Fixed Income, and Insurance, our goal is to help you select high-conviction assets that align with your specific financial milestones.

• Market Risk: Investments in Mutual Funds are subject to market risks. Please read the Scheme Information Document (SID) and Statement of Additional Information (SAI) carefully before investing.
• No Guarantee: Past performance is not an indicator of future returns. The Net Asset Value (NAV) of schemes may go up or down depending upon the factors and forces affecting the securities market.

Be WealthSet Financial Services LLP may also provide access to other financial products such as Fixed Deposits (FDs) and Insurance. These products are governed by the terms and conditions of the respective service providers (Banks/Insurance Companies).

For any queries or detailed commission structures, please reach out to us:

• Company Name: Be WealthSet Financial Services LLP
• Location: Pune, India
• Email: backoffice@bewealthset.com 

"Mutual Fund investments are subject to market risks, read all scheme related documents carefully."