Mandatory regulatory disclosure for AMFI registered mutual fund distributors

Commission Disclosure

As an AMFI-registered Mutual Fund Distributor, Ezy Wise Services operates under a transparent trail commission model to ensure complete alignment with investor interests. This page discloses the commission ranges we earn across mutual fund scheme categories.

EntityEzy Wise Services Pvt. Ltd.

ARN HolderARN-193949

EUINE388546

Initial Reg. Date03-Jan-2022

Validity03-Jan-2028

Statutory Disclosure Notice

In accordance with SEBI Circular SEBI/HO/IMD/DF2/CIR/P/2018/137 dated October 22, 2018, and AMFI Master Circular Chapter 4(c)(f), Ezy Wise Services hereby discloses all commission rates earned across various Mutual Fund scheme categories. As an AMFI-registered Mutual Fund Distributor, we operate under a transparent trail commission model to ensure complete alignment with investor interests.

Our Business & Revenue Model

Ezy Wise Services provides execution-only distribution services under Regular Plans of Asset Management Companies (AMCs). We operate exclusively on a Trail Commission Model. We do not receive upfront commissions, nor do we charge any separate direct advisory or processing fees to our clients. All commissions are paid directly to us by the respective AMCs out of the scheme's Total Expense Ratio (TER).

Detailed Scheme Category Commission Matrix

Trail only

Note on Rate Variations: Commission rates vary across AMCs, asset sizes, and scheme types. The table below outlines the broad commission ranges received by Ezy Wise Services across major scheme categories. Scheme-specific exact rates are disclosed on your Consolidated Account Statement (CAS) and are available upon request.

Scheme Category	Sub-Category / Broad Mandate	Risk Profile	1st Year Trail (p.a.)	2nd Year+ Trail (p.a.)	Payout Structure
Equity - Large Cap	Invests in top 100 companies by market capitalization	Very High	0.60% - 1.30%	0.60% - 1.30%	TRAIL ONLY
Equity - Mid & Small Cap	Invests in emerging & mid-sized growth companies	Very High	0.75% - 1.45%	0.75% - 1.45%	TRAIL ONLY
Equity - Flexi / Multi Cap	Dynamic allocation across Large, Mid, & Small cap stocks	Very High	0.65% - 1.40%	0.65% - 1.40%	TRAIL ONLY
Equity - ELSS (Tax Saver)	Equity funds with 3-year statutory lock-in period (Sec 80C)	Very High	0.70% - 1.45%	0.70% - 1.45%	TRAIL ONLY
Equity - Sectoral / Thematic	Concentrated exposure to specific sectors (IT, Pharma, Banking)	Very High	0.75% - 1.50%	0.75% - 1.50%	TRAIL ONLY
Hybrid - Aggressive	65%-80% Equity allocation with debt balance	High	0.50% - 1.25%	0.50% - 1.25%	TRAIL ONLY
Hybrid - Balanced Advantage	Dynamic asset allocation based on market valuation models	Moderate to High	0.50% - 1.20%	0.50% - 1.20%	TRAIL ONLY
Hybrid - Arbitrage	Exploits price differentials in cash & derivatives markets	Low	0.20% - 0.65%	0.20% - 0.65%	TRAIL ONLY
Debt - Short / Medium Duration	Debt instruments with 1 to 4 years Macaulay duration	Moderate	0.25% - 0.85%	0.25% - 0.85%	TRAIL ONLY
Debt - Corporate Bond / Gilt	High-rated corporate bonds and Sovereign Government Securities	Low to Moderate	0.20% - 0.75%	0.20% - 0.75%	TRAIL ONLY
Liquid & Overnight	Debt securities maturing up to 91 days / 1 day	Low	0.05% - 0.35%	0.05% - 0.35%	TRAIL ONLY
Passive - Index Funds / ETFs	Passively tracks benchmarks like Nifty 50 or Sensex	Market Risk	0.05% - 0.45%	0.05% - 0.45%	TRAIL ONLY

Principles Guiding Our Recommendations

Investor first

Suitability First

Product selection is strictly dictated by your risk profile, financial goals, and investment horizon. Commission rates do not influence recommendations.

No Entry or Direct Fees

We do not bill clients directly. All distributor remuneration is paid by Asset Management Companies out of the approved Expense Ratio.

Zero Conflict Incentives

We do not accept gifts, sponsored foreign travel, contest prizes, or indirect incentives from any Asset Management Company.

Statement Disclosures

The exact rupee value of commissions earned by Ezy Wise Services on your investments is disclosed in your Consolidated Account Statement (CAS).

Strictly Prohibited Practices Under Our Compliance Standard

Recommending scheme switches or churn solely to generate fresh commissions for the distributor.
Receiving upfront commissions or off-book cash payouts from fund houses or third parties.
Splitting single large investment applications into smaller units to manipulate transaction fee limits.
Promising or guaranteeing specific rates of return on mutual fund market investments.

Questions About This Disclosure?

For scheme-specific commission details, or the exact commission earned on your investments, please reach out to our operations desk.

Compliance Desk: Ezy Wise Ops Team
Email: operations@ezywise.com
Phone: +91 98140 88881
WhatsApp: +91 98140 88881
Office Address: SCO 128-129, First Floor, Sector 34-A, Chandigarh, 160022
Official Website: https://www.ezywise.com/

Effective Date: 16-Sep-2026 | Ezy Wise Services | AMFI Registered Mutual Fund Distributor (ARN-193949) | EUIN: E388546

Regulatory Basis: SEBI Circular SEBI/HO/IMD/DF2/CIR/P/2018/137 dated October 22, 2018 & AMFI Master Circular Chapter 4(c)(f).

Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.