All regulatory registrations, empanelments, brokerage structures, and disclaimers pertaining to WealthSage Capital Services — in full transparency.
WealthSage Capital Services is empanelled with the following Asset Management Companies (AMCs). Clients are requested to refer to the Scheme Information Document (SID), Statement of Additional Information (SAI), Key Information Memorandum (KIM), and Factsheets of the respective mutual funds for complete information on schemes and the risks associated with them.
WealthSage Capital Services receives commission from AMCs for investment of clients in the Regular Plans of Mutual Fund Schemes. As per SEBI circular SEBI/IMD/CIR No. 4/168230/09, the following are the broad-range commission details for distribution of mutual fund schemes (Regular Plan):
| Mutual Fund Category | Upfront Income | Trail Commission (Per Year) |
|---|---|---|
| Equity & Hybrid Funds | 0% | 0.60% to 1.40% |
| Index Funds | 0% | 0.10% to 0.50% |
| ELSS Funds | 0% | 0.65% to 1.65% |
| Arbitrage Funds | 0% | 0.40% to 0.80% |
| International / Fund of Funds | 0% | 0.30% to 1.10% |
| Gold Funds | 0% | 0.16% to 0.35% |
| Debt — Liquid Funds | 0% | 0.02% to 0.15% |
| Debt — Ultra Short Term Funds | 0% | 0.15% to 0.85% |
| Debt — Short Term Funds | 0% | 0.25% to 0.85% |
| Debt — Medium Term / Credit Risk | 0% | 0.50% to 1.00% |
| Debt — Dynamic / Long Term (including Income & Gilt) | 0% | 0.40% to 1.25% |
| Corporate Bond / Banking & PSU Debt Funds | 0% | 0.20% to 0.75% |
| Close-Ended Debt Funds / Fixed Maturity Plans (FMP) | 0% | 0.10% to 0.35% |
The above commission details represent a broad range across mutual fund categories. Scheme-level commission details are available on request from your Relationship Manager. Commission rates are updated on a best-effort basis as and when actual rates are received from AMCs.
Mutual Fund investments are not guaranteed or assured return products. Investment in mutual funds may expose the entire principal amount to the risk of loss. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
The information provided on this website and in our communications is for general information and educational purposes only. It does not constitute investment advice, a solicitation, or an offer to buy or sell any securities or financial products. Past performance is not indicative of future returns.
WealthSage Capital Services acts as a SEBI & AMFI registered mutual fund distributor. As a distributor, we receive trail commission from AMCs on investments made by clients in Regular Plans. Clients seeking fee-only, commission-free advisory should seek a SEBI Registered Investment Advisor (RIA).
All illustrations, projections, and case studies presented on this website and in our materials are for illustrative purposes only and are not a promise or guarantee of returns. Actual returns will vary based on market conditions, fund performance, and individual circumstances.
The Risk Profiler tool available on our website is collected as part of the statutory requirement under the regulatory guidelines of SEBI. This risk assessment is based on our evaluation of your responses to the questions, to the best of our ability.
By completing the risk profiler, you confirm that you understand the importance of assessing your risk appetite before making any investment decisions. We do not claim it to be an absolutely accurate representation of your risk-taking ability, as it may involve other factors beyond this profiler and not known to us.
This risk assessment must be completed at least once every year to ensure your investments continue to be aligned with your risk tolerance. While we strive to remind you to update your risk profile annually, it remains your responsibility to review and update this information from time to time.
NRI investors are advised to review and comply with all applicable regulations including FEMA (Foreign Exchange Management Act), RBI guidelines, and the relevant tax treaties between India and their country of residence before making any investments through WealthSage Capital Services.
WealthSage Capital Services facilitates NRI investments through NRE/NRO accounts in compliance with applicable regulations. However, we recommend that NRI clients independently verify their specific regulatory obligations with a qualified legal or tax advisor familiar with both Indian and their home country regulations.
If you have any complaints or grievances related to our services, please write to us at contact@wealthsagecapital.in with the subject line "Grievance". We are committed to resolving all grievances within 30 days of receipt.
For unresolved complaints, investors may approach SEBI through the SCORES portal (scores.sebi.gov.in) or contact AMFI for matters relating to mutual fund distribution.
Complaints Status — Beginning of Month: NIL · Received this Month: NIL · Resolved: NIL · Pending: NIL
Disclaimer: This page contains references and links to websites owned and operated by third parties including AMCs and Fund Houses. These references are provided for your information and convenience only and do not constitute an endorsement by WealthSage Capital Services of the content of such linked websites or the related products of those third parties. WealthSage Capital Services is not responsible for the accuracy, correctness, or suitability of third-party content for your purposes.