Bodhi Tree Wealth is engaged in the distribution of Mutual Fund products. We therefore, earn our commission as a product distributor from the Asset Management Companies (AMCs) and do not have any other source of income. However, incidental to our services, we also provide add on services such as Insurance Advisory, Taxation Advice, Estate Planning and other services. These are all value-added services and being a Qualified Personal Finance Professional (QPFP) ® and IRDAI Certified Insurance Advisor, we are competent in providing such services. We also provide an App to all our clients so that they can track their portfolio, as and when needed, and also have access to various valuation and capital gains/losses reports. We do not charge any extra fees for the same (as per current regulations, since we earn distribution commission, we are not allowed to charge fees).

We believe in transparency and clear disclosure of our earnings for the understanding of our clients. The table provides the information of the same. Kindly do note that these are approximate commissions which are determined by the AMCs every quarter and communicated to us. We also confirm that we are ethical and we would not be rebating or passing back the commissions to our investors.

So, to summarize, our revenue model is of only getting the commissions from the AMCs. We do not charge advisory, transaction or any other fees from our clients. In case you need any clarification or wish to understand more on our model, please feel free to contact us over e-mail or phone, as per the details provided in the contact section.

Our recommendations are not influenced by the commission earned by us. Details of Scheme level commission on Mutual funds are available and would be produced on demand. This is on a best effort basis and rates are updated as and when actual rates are received from AMCs.