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AMFI mandatory disclosure
When you invest through Fundvaliz, you invest in a Regular Plan. The AMC pays us a trail commission out of the scheme's expense ratio, which is why a Regular Plan costs a little more than a Direct Plan.
Last updated May 2026
No upfront commission and no one-time incentives on any scheme.
No separate bill from us. It is part of the Regular Plan's TER, within SEBI limits.
We do not accept non-cash incentives from AMCs.
Your Consolidated Account Statement shows the rupee commission paid on your holdings.
The table below shows indicative trail commission ranges received by Fundvaliz from AMCs. Actual commissions vary by AMC, scheme, AUM level, and prevailing regulatory guidelines.
Investments facilitated by Fundvaliz are in Regular Plans involving payment of trail commission to the distributor.
Direct Plans are available at lower expense ratios through AMC websites, with no distributor commission.
Commissions are within SEBI-prescribed TER limits, with no additional charge to investors.
We recommend schemes on suitability, never on commission rate. Read our fund selection policy.