Everything we're required to tell you.
Registration, commissions, risks and how to complain — written to be read, not just to be present.
01Registration details
WealthyVault (Chalamala Revanth) is registered with AMFI as a Mutual Fund Distributor under ARN-244686, valid from 30-04-2025 till 29-04-2028, and is also empanelled to distribute Specialised Investment Funds (SIF) from 23-09-2026 till 05-09-2029. The ARN holder, Chalamala Revanth, holds NISM Series V-A certification (EUIN E454050) and is Know Your Distributor (KYD) compliant. You can verify these details on the AMFI distributor register. We are not registered with SEBI as an Investment Adviser, Research Analyst or Portfolio Manager.
02How we are paid
We distribute Regular plans. For these, the AMC pays us a trail commission, calculated as a percentage of the value of your investment and charged within the scheme's Total Expense Ratio (TER). We do not receive upfront commission and do not charge investors any transaction or advisory fee.
Every scheme also offers a Direct plan, with no distributor commission and a lower TER. You are free to invest in Direct plans at any time, without us.
03Commission disclosure
Trail commission (% p.a. of AUM) received from AMCs, by category. Rates may vary by scheme and are revised by AMCs from time to time; the exact commission on your investments appears in your Consolidated Account Statement. Last updated: [DD-MM-YYYY].
| AMC | EQUITY | HYBRID | DEBT | INDEX / FoF | ELSS |
|---|---|---|---|---|---|
| [AMC name 1] Mutual Fund | [x.xx]% | [x.xx]% | [x.xx]% | [x.xx]% | [x.xx]% |
| [AMC name 2] Mutual Fund | [x.xx]% | [x.xx]% | [x.xx]% | [x.xx]% | [x.xx]% |
| [AMC name 3] Mutual Fund | [x.xx]% | [x.xx]% | [x.xx]% | [x.xx]% | [x.xx]% |
| [AMC name 4] Mutual Fund | [x.xx]% | [x.xx]% | [x.xx]% | [x.xx]% | [x.xx]% |
| [AMC name 5] Mutual Fund | [x.xx]% | [x.xx]% | [x.xx]% | [x.xx]% | [x.xx]% |
| [AMC name 6] Mutual Fund | [x.xx]% | [x.xx]% | [x.xx]% | [x.xx]% | [x.xx]% |
04Disclaimer
The information on this website is for general information and investor education only. It is not an offer, a solicitation, or a recommendation of any scheme or security. Illustrations use assumed rates that are not a guarantee, projection or indication of future returns. Past performance may or may not be sustained in future. WealthyVault does not guarantee or assure any returns. Read the SID, SAI and KIM carefully before investing.
05Risk factors
Mutual fund units are subject to market risks, including possible loss of principal. NAVs may go up or down with interest rates, credit events, liquidity and currency movements. Each scheme's riskometer indicates its level of risk and is updated monthly.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
06Investor Charter
SEBI has prescribed an Investor Charter for mutual funds setting out investor rights, services, timelines and do's and don'ts. Read it on sebi.gov.in. Key rights include free scheme documents, timely redemption credit, and a Consolidated Account Statement every month you transact.
07Code of conduct
- We follow the AMFI Code of Conduct for Intermediaries and the SEBI (Mutual Funds) Regulations, 1996.
- We assess suitability and risk profile before recommending a scheme, and record the basis.
- We do not rebate commission, offer inducements, or churn investments to earn commission.
- We do not describe ourselves as 'Independent Financial Advisers' or 'Wealth Advisers'.
- We maintain KYC and transaction records as required under the PMLA, 2002.
08Grievance redressal
Escalate in this order. We acknowledge within 2 working days and aim to resolve within [21] calendar days. You can also raise a grievance online.
| LEVEL | WHO | HOW |
|---|---|---|
| 1 | WealthyVault Grievance Officer | Chalamala Revanth · [email protected] · +91 8801111814 |
| 2 | The AMC concerned | Investor service desk of the AMC or its Registrar (CAMS / KFintech) |
| 3 | SEBI SCORES | scores.sebi.gov.in |
| 4 | Online Dispute Resolution | smartodr.in |
09Conflicts of interest
Because our income depends on commission, we have an incentive to recommend Regular plans and higher-commission schemes. We manage this by recommending on suitability alone, disclosing commission rates above, and reviewing recommendations internally. [Add any associations that must be disclosed.]