Regulatory Disclosures
In compliance with SEBI and AMFI Code of Conduct
Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments.
1. AMFI Registration Details
Makkar Investor Services LLP is an AMFI-registered Mutual Fund Distributor holding AMFI Registration Number ARN-367823 and LLPIN ACX6530. Registered Office: LG A Ashoka Plaza Below ICICI Bank Rohtak, Haryana 124001. As an intermediary, our role is to introduce clients to mutual fund schemes offered by Asset Management Companies (AMCs) registered with SEBI, facilitate digital onboarding, guide asset allocation, and provide periodic portfolio assistance.
2. Commission and Remuneration Disclosure
In accordance with SEBI Circular No. SEBI/IMD/CIR No.4/168230/09, the distributor commission earned by Makkar Investor Services is paid directly by the respective Asset Management Companies (AMCs) out of the scheme's expense ratio for Regular Plans. This commission does not involve any upfront fee charged directly to the investor by us.
| Scheme Category | Typical Trail Commission Range |
|---|---|
| Equity Mutual Funds | 0.50% – 1.10% p.a. (trail) |
| Hybrid / Balanced Advantage Funds | 0.40% – 0.90% p.a. (trail) |
| Debt Mutual Funds | 0.15% – 0.60% p.a. (trail) |
| Liquid & Overnight Funds | 0.05% – 0.15% p.a. (trail) |
*Rates vary across AMCs, asset sizes, and geographic tiers (T30/B30 cities). Detailed scheme-level commission breakdowns are provided to investors upon request.
3. Insurance & Lending Disclosures
Insurance is the subject matter of solicitation. Makkar Investor Services LLP acts as a facilitator and distributor. Please carefully evaluate policy terms, coverage conditions, exclusions, and sub-limits before purchasing.
Loans and credit facilities are sanctioned at the sole discretion of partner banks and NBFCs based on their respective underwriting standards and eligibility criteria.