Disclosures

MERKS Capital abides by the industry regulations both in letter and spirit. We voluntarily disclose the information here to prove our clients and prospects that we are a transparent organisation built on strong values like integrity, honesty and trustworthiness.

We also feel that it is the right of our clients to know how much we get as fees and commissions, as this money is earned since you decided to place your business with us. For every rupee of business, its a way for us to say, Thank you.

Income from Mutual Funds

Scheme Type Upfront Trail 1st Yr p.a Trail 2st Yr Onwards p.a
liquid-and-floating-schemes Liquid and Floating Schemes
0 0.03% - 0.10% 0.03% - 0.10%
ultra-short-term-schemes Ultra short Term Schemes
0 0.15% - 0.80% 0.15% - 0.60%
gold-bonds Short Term Schemes
0 0.15% - 0.75% 0.15% - 0.75%
income-schemes Income Schemes
0.25% - 0.75% 0.25% - 1.00% 0.25% - 1.00%
Corporate Bonds Gilt Schemes
0 0.25% - 0.85% 0.25% - 0.85%
mothly-income Monthly Income Plan
0.25% - 1.50% 0.60% - 1.25% 0.60% - 1.25%
arbitrage-funds Arbitrage Funds
0 0.50% - 0.60% 0.30% - 0.60%
funds-of-fund Fund of Funds
0.25% - 0.60% 0.25% - 1.15% 0.25% - 1.15%
Tax savinginvestments ELSS
0.00% - 1.50% 075% - 1.75% 0.75% - 1.75%
equity-balanced Equity & Balanced
0.65% - 1.70% 0.50% - 1.40% 0.50% - 1.40%
fixed-maturity-plans Fixed Maturity Plans
0.05% - 1.00% 0 0
gold-fof Gold FOF
0.00% 0.75% 0.40%

Income from PMS products

Scheme Type Upfront Trail 1st Yr p.a Trail 2st Yr Onwards p.a
motilal-oswal Motilal Oswal - Value strategy and NTDoP
0.00% - 2.00% Upto 1.00% Upto 1.00%

Legal

MERKS Capital Private Limited.,

Distribution office:
A.R.Tower, Ground Floor,
No.134, Periyasamy Road (East),
R.S. Puram, Coimbatore - 641002,
Tamilnadu, INDIA.
Phone : 0422 4206427
Mobile : +91 98941 55841, +91 98430 68275
Email : distribution@merks.in

Advisory office:
No.26, S.R.Complex,Second Floor,
Raja Annamalai Road,
Saibaba Colony, Coimbatore - 641011,
Tamilnadu, INDIA.
Phone : 0422 4206424
Mobile : +91 99944 47878
Email : advisory@merks.in

2016. All rights Reserved

MERKS Capital Private Limited © 2016. All rights reserved. All images and other content on this site are the intellectual property of their creators and owners. Commercial usage of the content of this site and/or usage of this content in commercial environment without prior written permission from MERKS is prohibited and will be persecuted.