Disclosure

In accordance with the present regulations (SEBI circular: SEBI/IMD/CIR No.8/174648/2009), following are the details of the comparative commission earned by Satco Wealth Pvt Ltd ARN-159693. from various Asset Management Companies (AMCs), whose products are being distributed:

Full Trail Model (Inclusive of GST)

Category	Upfront Commission (%)	Trail Commission (% per annum)
Debt	0.0 – 0.0	0.02 – 0.80
Equity	0.0 – 0.0	0.2 – 1.75
Hybrid	0.0 – 0.0	0.2 – 1.75

The above-mentioned commission structure is per received from the AMCs and is subject to change. Any change in the commission structure will be consequently updated on our website.

The above is a generic disclosure of the commission rates received across various AMCs.

The Asset Management Company (“AMC”) reserves the right to change/modify/discontinue/ withhold the rates and slabs mentioned at its sole discretion without any prior intimation or notification or in case of Regulatory Changes / Change in
Industry practices in respect to payment of Brokerages. The AMC, its employees or Trustees shall not be responsible for any losses incurred by anyone due to change or errors in the brokerage structure.

Mutual Fund Investments are subject to market risks. Please read offer document / SID carefully before investing. For scheme specific risk factors please refer to the respective offer documents. Please refer OD / SID / KIM / Factsheet / Addendums for updated details.

Investor Charter

Satco Wealth Private Limited is an AMFI-registered Mutual Fund Distributor (ARN-159693). This charter sets out what you can expect from us, your rights as an investor, and how to raise a concern.

Our Vision

To help every investor build, protect and pass on wealth through transparent, ethical and goal-based advice.

Our Mission

Recommend products that suit your goals, time horizon and risk profile.
Explain costs, risks and features clearly before you invest.
Service your investments promptly and keep you informed throughout.
Follow the AMFI Code of Conduct and all applicable SEBI regulations.

Services We Provide

Risk profiling and goal-based financial planning.
Assistance with KYC, account opening, nominations and FATCA declarations.
Transaction support for purchases, SIPs, switches, STPs, SWPs and redemptions.
Periodic portfolio reviews and consolidated reporting through the SATCO app.
Help with service requests and grievances with AMCs and registrars.

Your Rights

Receive scheme documents and clear information on risks and costs before investing.
Know the commission we earn from the schemes we recommend.
Receive account statements and transaction confirmations on time.
Have your personal information kept confidential.
Have your grievances heard and resolved within defined timelines.

Your Responsibilities

Read scheme documents and invest only in products that suit your risk profile.
Keep your KYC, contact, bank and nominee details up to date.
Make payments only to the mutual fund or scheme, never in cash or to an individual.
Check your statements and report any discrepancy promptly.
Keep login details and OTPs confidential.

Please Don't

Invest based on tips, rumours or promises of assured returns.
Sign blank forms or give blank signed cheques.
Use a third-party bank account for investments or redemptions.

For complaints, please refer to the Grievance Redressal Matrix on our Help page. Unresolved complaints can be escalated to SEBI through SCORES (scores.sebi.gov.in) and the Online Dispute Resolution portal (smartodr.in).

Unsuitability

We recommend products only after assessing your financial goals, investment horizon, income, liquidity needs and risk profile. A product may be unsuitable for you if, for example:

its risk level (as shown on the scheme riskometer) is higher than your assessed risk profile;
its recommended holding period is longer than your investment horizon or liquidity needs;
it would over-concentrate your portfolio in a single scheme, sector, asset class or fund house;
its minimum investment, lock-in or exit load does not match your circumstances.

If you choose to invest in a product that we consider unsuitable for your profile, or that you select on your own without our recommendation, we will inform you of this before the transaction, record your decision, and may ask for your written confirmation that you are investing at your own discretion. Investments made on an execution-only basis are not covered by our suitability assessment.

Mutual fund investments are subject to market risks; read all scheme related documents carefully.

Mutual Funds

SIP Investment

Downloads

Information

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor – ARN: 159693 | Validity from 05/02/2025 to 04/02/2028

AMFI Registered SIF Distributor – ARN: 159693 | Validity from 04/11/2025 to 03/11/2028

APMI Registered PMS Distributor – APRN00623 | Validity from 18/02/2025 to 17/02/2028

AIF Distributor

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