product Offered
Products Offered
Mutual Funds
Diversified investment solutions aligned with your financial goals and risk appetite.
Alternate Investment Funds
Curated alternative investment opportunities for sophisticated wealth strategies.
Corporate Fixed Deposits
Stable fixed-income investment options designed for predictable returns.
Our Thought Process
Our approach is centered on building resilient financial frameworks for your portfolio that operate quietly in the background—adapting over time, protecting during volatility, and growing with clear intent. We replace speculation with strategy, emotion with process, and ambiguity with clarity.
Markets will rise and fall, but families and its legacies must continue. We believe sustainable wealth is created when decisions are guided by clarity, discipline and foresight rather than emotion or noise. And strongly feel that’s where our role as a Distributor of Financial Products will play.
Every recommendation of us is backed by evidence, aligned with client’s purpose, and reviewed continuously as life and markets evolve.
We strongly feel that true success in portfolio management is not measured by short-term performance, but by stability of portfolio and peace of mind during uncertain times across generations.
Key Disclosures
- Fund Wallet receives only trail commissions from Asset Management Companies (AMCs). No upfront commissions or incentive-based commissions are accepted.
- Investors may refer to their Consolidated Account Statement (CAS) issued by the Registrar or the AMC, which reflects the total commission paid to distributors for their investments.
- I do not receive any remuneration, gifts, or non-cash benefits from AMCs or their associates that could give rise to a conflict of interest.
- Any changes to the trail commission structure will be disclosed on this website on a quarterly basis, in accordance with AMFI guidelines, and are subject to change without prior notice.
- We shall not be responsible for individually informing customers of any changes to this Commission Schedule, other than through updates posted on this website. Customers are advised to review the latest commission details on the website prior to making any investment.
- Investments made through regular plans involve the payment of commissions to distributors.
- Transaction Charges: Fund Wallet has opted out of transaction charges for all mutual fund schemes. Accordingly, no transaction charges will be applicable on purchases of mutual fund products.
Limitation of Liability
To the fullest extent permissible under applicable law, we shall not be liable for any direct, indirect, incidental, special or consequential damages, or for loss of profits or revenue, whether incurred directly or indirectly, or any loss of data, use, goodwill, or other intangible losses resulting from: Your access to or use of or inability to access or use the Platform Any conduct or content of any third party on the Platform
Disclaimer
The opinions expressed in the Blog are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific investment product. It contains even my personal experience about investments and financial planning. These experiences would help you to know practical situation on ground. However, one should NOT consider such personal experiences as recommendation. It is only intended to provide education about the financial industry.
Commission Disclosure
As per SEBI guidelines, we have disclosed the various commissions received by Fund Wallet (ARN-111231) from mutual fund companies below. I pledge that our service and advice is no way related or influenced by the commission we receive.
The table below shows the indicative trail commission rates received from various AMCs under different product categories. Actual commissions may vary slightly across schemes and share classes as per AMC-defined slabs and SEBI regulations.
