+91-9841567379   venkat@acuwealth.com

Disclosure

If you choose to implement the plan through Acuwealth Advisors, we may be entitled for product commissions from Asset Management Companies.

Mutual Funds

Scheme Type

Upfront

Trail 1st Year

Trail 2nd Year Onwards

Liquid Funds

0 - 0.05%

0.10% - 0.30%

0.10% - 0.30%

Debt Schemes - Short Term

0 - 0.05%

0.20% - 0.50%

0.20% - 0.50%

Debt Schemes - Income/Long Term

0.25% - 1%

0.25% - 1%

0.25% - 1%

Fixed Maturity Plans

0.05% - 0.50%

Nil

Nil

Monthly Income Plans

0.25% - 1%

Nil

0.25% - 0.50%

Arbitrage Funds

0.05% - 0.40%

0.05% - 0.50%

0.05% - 0.50%

Equity & Balanced Funds

0.50% - 0.75%

0.4% - 1%

0.4% - 1%

Equity Linked Savings Scheme

1% - 5%

Nil

Nil


Insurance

Insurance Type

1st Year

Ongoing

Life Insurance – Term

15%

5%

Health & Allied Insurance

15% - 18%

15% - 18%

General Insurance

15% - 18%

15% - 18%


Fixed Income Products

Product Type

1st Year

On Renewal

Corporate FDs, NCDs, Tax Free Bonds

0.2% - 1%

0.2% - 1%

Contact Details

162, Arcot Road, Second Floor,
Opp. to World of Titan Showroom, Kesavardhini, Valasaravakkam, Chennai 600 087, India

Mobile: +91- 9841567379 Email: venkat@acuwealth.com

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