Skip to content
K Wealth

Disclosures

Compliance & Disclosures

Registration details, important disclosures and investor information.

Identity

Registration & regulatory identity

Name
K Wealth
Registration
AMFI-registered Mutual Fund Distributor
ARN
154481
EUIN
E304293

K Wealth operates as a Mutual Fund Distributor and is not a SEBI Registered Investment Adviser.

Plan structure

Regular Plan disclosure

K Wealth distributes Regular Plans of mutual fund schemes.

Regular and Direct Plans are variants of the same mutual fund scheme and generally have the same underlying portfolio and fund manager, but different expense ratios.

Direct Plans have lower expense ratios because distributor commission / distribution costs are not included.

Investments made through K Wealth are made through Regular Plans, under which the distributor receives commission from the AMC.

Compensation

How K Wealth is compensated

For mutual fund distribution, K Wealth receives trail commission from Asset Management Companies on investments made through Regular Plans.

Commission rates vary by AMC, scheme and category.

Commission disclosure

Commission rates vary by AMC, scheme and category. K Wealth will share the applicable commission structure directly on request, before any investment is made.

Grievances

Investor grievance redressal

First contact — K Wealth

K Wealth will acknowledge and endeavour to resolve grievances promptly. Where a matter requires action by the relevant AMC or RTA, resolution may be subject to their applicable processes and timelines.

Investors may also approach the relevant AMC / Registrar & Transfer Agent where applicable.

Data

Privacy & data handling

The public K Wealth website collects only the information needed to respond to an enquiry.

The public contact form does not request:

  • PAN
  • Bank account details
  • Date of birth
  • Nominee information
  • Portfolio statements
  • KYC documents

Onboarding and transaction-related information is handled through the applicable operational and transaction systems and processes.

Mutual fund risk disclaimer

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Past performance does not guarantee future results. Mutual fund values can rise or fall with market conditions.

K Wealth · AMFI-registered Mutual Fund Distributor · ARN-154481 · EUIN E304293