Amit Bhattacharya
Mutual Fund Distribution and Insurance Services focused on helping investors understand their options, align investments with their financial goals, and receive ongoing service support.
About Us
A professional distribution practice serving investors from Kolkata.
Our Approach
We focus on mutual fund distribution, investor support and insurance-related services. Our approach is to understand the investor's stated objectives, risk profile and investment horizon and assist with suitable product choices within the applicable distribution framework.
We aim to build long-term relationships through transparent communication, regular service and disciplined investing.
Distributor Details
Our Services
Two service categories, as requested: Mutual Funds and Insurance.
Mutual Fund Distribution
Assistance with mutual fund investments, transactions and ongoing investor service.
Goal-Based Investing
Helping investors relate mutual fund investments to stated financial goals, investment horizon and risk profile.
Portfolio Support
Review and service support for mutual fund holdings and investment-related requirements.
Support for systematic mutual fund investing.
Access to applicable mutual fund categories based on investor suitability.
Assistance across relevant debt and liquidity-oriented categories.
Distribution support for eligible tax-saving mutual fund schemes.
Insurance Services
Insurance-related product assistance is provided as part of our services, subject to the applicable licence, registration and regulatory requirements.
Protection Needs
Assistance in understanding available insurance products and their key features, terms and conditions.
Service Support
Support for insurance-related documentation and service requirements, as applicable.
Disclaimer & Disclosures
Important regulatory, risk, commission and grievance information.
General Disclaimer
Nothing contained on this website should be construed as investment advice or a personal recommendation to buy, sell or hold any investment product. No representation or warranty, express or implied, is made to any investor regarding the advisability of investing in any investment product or its future performance.
All mutual funds are subject to market risks. Please read all scheme-related documents carefully before investing. Investors should read the data and risk factors of various mutual fund schemes available in the Scheme Information Document (SID), Statement of Additional Information (SAI), Key Information Memorandum (KIM), and other applicable documents.
The value of any investment may rise or fall as a result of market changes. This website is not intended to predict actual performance and/or success of any scheme or other investment product, and no assurance is given with respect thereto. Past performance is not indicative of future returns.
This website may present indicative summaries, analysis and information relating to investment products, including mutual fund schemes. Unless otherwise specified, analysis, expense ratios, returns, NAV and similar information may be historical and/or for illustration purposes only and may change.
While due care and caution have been taken in compiling the data and contents, no representation is made as to the reasonableness of assumptions or the accuracy or completeness of data relating to past performance, historical analysis or other analysis of investment products. We specifically state that we cannot be held liable for damages, monetary, legal or otherwise, caused by any error, omission, interruption, deletion, defect or failure, and we shall have no financial liability whatsoever to any user on account of the use of information provided on this website, to the extent permitted by applicable law.
Transaction data and other information may be obtained from third-party feeds, and we are not responsible for independently verifying the accuracy of such third-party information. Information on this website may be updated from time to time.
We are under no obligation to provide investment advice concerning any investment product. With respect to mutual fund schemes, we distribute mutual fund products in accordance with the applicable AMFI/SEBI requirements and within the scope permitted for a Mutual Fund Distributor.
We do not make any warranty, express or implied, regarding any investment product and do not assume responsibility for, and shall not be liable for, losses or damages of any kind resulting from investment in any investment product, including losses arising from market movements, to the extent permitted by applicable law.
We are a Mutual Fund Distributor and not a SEBI-registered Investment Adviser. Nothing on this website should be interpreted as offering services requiring registration as a SEBI Investment Adviser unless separately stated and duly authorised.
AMFI Registration Details
| Particular | Details |
|---|---|
| ARN | ARN-5527 |
| ARN Holder's Name | Amit Bhattacharya |
| ARN Valid From | 16 Sep 2024 |
| ARN Valid Till | 19 Dec 2027 |
| Empanelment Status | Not provided in the supplied details |
| Social Media Details | Not provided in the supplied details |
| PIN | 700068 |
| City | Kolkata |
| KYD Compliant | Y |
| EUIN | E033247 |
| SIF Validity From | Not provided in the supplied details |
| SIF Validity Till | Not provided in the supplied details |
Commission Disclosure
Amit Bhattacharya / AMFI Registration No. 5527
The detailed disclosure of commissions earned from various mutual fund houses, in accordance with the supplied disclosure format, would typically include the following indicative information:
| Category & Brokerage Structure Range | Upfront Brokerage / Upfront Commission | Trail Commission Per Annum |
|---|---|---|
| Overnight / Liquidity Funds | 0% | 0.025 - 0.10% |
| Ultra Short Duration / Low Duration / Money Market | 0% | 0.10 - 0.70% |
| Short Duration / Medium Duration / Credit Risk | 0% | 0.10 - 0.75% |
| Long Duration / Income / Gilt | 0% | 0.30 - 0.75% |
| Equity Funds | 0% | 0.40 - 1.40% |
| Hybrid Funds | 0% | 0.30 - 1.30% |
| ELSS | 0% | 0.70 - 1.30% |
The above-mentioned rates are indicative rates and may be updated from time to time upon receipt of actual rates from the respective Asset Management Companies (AMCs). Commissions are subject to clawback. All commissions are subject to applicable GST. Rates may change in accordance with the agreements with the respective AMCs and applicable regulations.
The commission details will be updated from time to time and customers are advised to check the latest applicable information before making investments. The distributor has opted as an opt-out distributor and hence no transaction charges shall be deducted by AMCs from clients' investment amounts for transactions done under the ARN code, subject to applicable rules. Scheme-level commission details are available with the service relationship manager and may be produced on demand.
Investments in mutual funds are subject to market risk and customers should read the scheme-related documents carefully.
Grievance / Escalation Contact
Contact Person
Email: Jagannathamit@gmail.com
Alternate Email: Jagannathamit@yahoo.co.in
Working Hours: Monday to Saturday, 10:00 AM to 6:00 PM
Only the single escalation/contact person and details supplied for this website are shown here. No second escalation level has been added.
External Grievance Channels
If a complaint is not addressed to your satisfaction, you may lodge a complaint with:
Jurisdiction
We consider ourselves subject only to the jurisdiction of the courts in Kolkata, West Bengal, India, to the extent permitted by applicable law. If you do not agree with any of the disclaimers above or the terms and conditions provided on this website, please do not access the material and immediately exit the website.
Contact Us
For service and investor-related enquiries.
Amit Bhattacharya
AMFI Registered Mutual Fund Distributor
ARN: 5527
EUIN: E033247
1/119 Gariahat Road South,
Jodhpur Park, Kolkata – 700068, India
Contact & Working Hours
Email: Jagannathamit@gmail.com
Alternate: Jagannathamit@yahoo.co.in
WhatsApp: 6291096605
Working Hours: Monday to Saturday, 10:00 AM to 6:00 PM