Need Deeper Insights?

Here are a few resources to help you out.

  • October 24, 2024

Pocket money for retirees

When we think of pocket money, it often takes us back to our childhood days when our parents would give us a few “bucks” for little treats or personal expenses.

Read More
  • October 24, 2024

Pocket money for retirees

When we think of pocket money, it often takes us back to our childhood days when our parents would give us a few “bucks” for little treats or personal expenses.

Read More
  • October 24, 2024

Pocket money for retirees

When we think of pocket money, it often takes us back to our childhood days when our parents would give us a few “bucks” for little treats or personal expenses.

Read More

Regulatory Disclosure

This website (“Site”) is presented to you by International Money Matters Pvt Ltd (IMMPL), a registered investment advisor having registration number: INA200010676 with the Securities and Exchange Board of India and an AMFI Mutual Fund Distributor having registration number: ARN – 30846. IMMPL does not provide both advisory services and distribution services to the same client. A new client will be eligible to avail either advisory or distribution services within the group/family of IA in this case IMMPL. However, the option to avail either advisory services or distribution services shall be made available to such client at the time of onboarding. IMMPL or any group member / affiliate may have an interest, relationship or arrangement that is material in relation to the services provided by IMMPL and/or any financial product and/or any transaction and/or any issuer concerned. IMMPL or any group member / affiliate may earn a commission/brokerage/referral fee when the client chooses to use the execution/distribution services of IMMPL. Pursuant to SEBI circular, the details of the commissions that may be earned by IMMPL or its associates from various mutual funds / asset management companies are detailed below. There may be other services/products that IMMPL offers which may not be listed here.

A. Equity

Scheme Type Trail 1st Year Trail 2nd Year Onwards
Multi Cap Fund 0.5%-1.00% 0.5%-0.9%
Large Cap Fund 0.5%-1.00% 0.5%-0.9%
Mid Cap Fund 0.5%-1.00% 0.5%-0.9%
Small Cap Fund 0.5%-1.00% 0.5%-0.9%
ELSS 0.5%-1.00% 0.5%-0.9%

B. Debt

Scheme Type Trail 1st Year Trail 2nd Year Onwards
Liquid Fund 0.05%-0.10% 0.05%-0.10%
Short Duration Fund 0.1%-0.5% 0.1%-0.5%
Corporate Bond Fund 0.1%-0.5% 0.1%-0.5%

C. Hybrid

Scheme Type Trail 1st Year Trail 2nd Year Onwards
Balanced Hybrid Fund 0.5%-0.75% 0.5%-0.75%
Aggressive Hybrid Fund 0.5%-0.75% 0.5%-0.75%

D. Other Schemes

Scheme Type Trail 1st Year Trail 2nd Year Onwards
Index Funds / ETFs 0.15%-0.7% 0.15%-0.7%

E. Solution Oriented

Scheme Type Trail 1st Year Trail 2nd Year Onwards
Retirement Fund 0.5%-1.15% 0.5%-1.15%
Children’s Fund 0.5%-1.15% 0.5%-1.15%

Compliance Audit Status

Sr. No Financial Year Status
1 2020-2021 Conducted
2 2021-2022 Conducted
3 2022-2023 Conducted
4 2023-2024 Conducted
5 2024-2025 Conducted

About

Services

Financial Planning 

Wealth Management

Borderless Investing

Financial transitions

Retirement Planning

Corporate

Careers

FAQ’s

Contact