AMFI REGISTERED MUTUAL FUND DISTRIBUTOR

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.

Amit Bhattacharya logo
ARN: 5527
AMFI Registered Mutual Fund Distributor

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

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

Our Services

Two service categories, as requested: Mutual Funds and Insurance.

MF

Mutual Fund Distribution

Assistance with mutual fund investments, transactions and ongoing investor service.

G

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.

SIP & Systematic Investing
Support for systematic mutual fund investing.
Equity & Hybrid Funds
Access to applicable mutual fund categories based on investor suitability.
Debt & Liquid Funds
Assistance across relevant debt and liquidity-oriented categories.
ELSS
Distribution support for eligible tax-saving mutual fund schemes.
I

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.

Important: Insurance products are subject to the terms, conditions, exclusions and underwriting decisions of the respective insurer. Product availability and service scope are subject to applicable regulatory requirements.

Disclaimer & Disclosures

Important regulatory, risk, commission and grievance information.

By accessing this website, you acknowledge that you have read, understood and agreed to be legally bound by the terms of the following disclaimer. This website is created for informational purposes only.

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

ParticularDetails
ARNARN-5527
ARN Holder's NameAmit Bhattacharya
ARN Valid From16 Sep 2024
ARN Valid Till19 Dec 2027
Empanelment StatusNot provided in the supplied details
Social Media DetailsNot provided in the supplied details
PIN700068
CityKolkata
KYD CompliantY
EUINE033247
SIF Validity FromNot provided in the supplied details
SIF Validity TillNot 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 RangeUpfront Brokerage / Upfront CommissionTrail Commission Per Annum
Overnight / Liquidity Funds0%0.025 - 0.10%
Ultra Short Duration / Low Duration / Money Market0%0.10 - 0.70%
Short Duration / Medium Duration / Credit Risk0%0.10 - 0.75%
Long Duration / Income / Gilt0%0.30 - 0.75%
Equity Funds0%0.40 - 1.40%
Hybrid Funds0%0.30 - 1.30%
ELSS0%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:

AMFI India   |   SEBI

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.

Mandatory risk statement: Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing.

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