Registration
KaliWealth is a brand and trade name. It is not a separate legal entity. The mutual fund distribution business is carried on by Shreyas Kali, an individual registered with AMFI as a Mutual Fund Distributor. The registration is held on an individual basis.
- Distributor (legal entity): Shreyas Kali — individual
- Operating / brand name: KaliWealth
- ARN: ARN-301185 · Type: Individual · Valid till: July 2027
Distribution of Regular Plans
We distribute Regular Plans of mutual fund schemes. As a distributor, we receive commission from the Asset Management Companies (AMCs) whose schemes you invest in through us. This commission is paid out of the scheme's expense ratio and is not an additional charge levied on you. Investors who prefer to invest without distribution support may consider Direct Plans, which are available directly from the AMCs.
Commission disclosure
The commission earned varies by scheme category and AMC. A representative range is published by AMFI and individual AMCs. On request, we will disclose the commission applicable to any scheme you transact through us, in line with SEBI and AMFI requirements.
Standard risk warning
Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.
Code of conduct
We adhere to the AMFI Code of Conduct for Mutual Fund Distributors. We endeavour to recommend products appropriate to your stated needs and risk profile, to disclose any conflicts of interest, and to act in your interest with transparency and diligence.
Grievance redressal
If you have a complaint, please write to us first at support@kaliwealth.in so we can resolve it promptly. If you are not satisfied with the resolution, you may escalate:
- To the concerned AMC's investor relations / grievance officer.
- To AMFI at amfiindia.com.
- To SEBI through the SCORES portal at scores.sebi.gov.in.
Important note on Specialised Investment Funds (SIFs)
SIFs are a distinct, SEBI-regulated category and carry risks different from traditional mutual funds. Please review the relevant Investment Strategy Information Document (ISID) and ensure you meet the minimum investment and suitability requirements before investing.