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
- Krish Bahri
- krishbahri@kwealth.in
- Grievance contact number: +91 9108918918
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