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Distributor Details

Incapitalup Finwealths Private Limited Mutual Fund Distributor registered with the Association of Mutual Funds in India (AMFI)
ARN No.: 334920

Commission Disclosure (As per AMFI Guidelines)

Incapitalup Finwealths Private Limited earns commissions from Asset Management Companies (AMCs) for distribution of mutual fund schemes. The indicative commission structure is as follows:

Category	Upfront Commission	Trail Commission (p.a.)
Overnight / Liquid Funds	0%	0.025% – 0.10%
Ultra Short / Low Duration / Money Market	0%	0.10% – 0.70%
Short / 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 commission rates are indicative and may change from time to time upon receipt of actual rates from respective AMCs. Commissions are subject to GST and clawback provisions, as applicable. Rates are subject to change without prior notice, at the discretion of AMCs and as per agreements in force. Commission details are updated periodically on the website. Investors are advised to review the same before making any investment decisions. Scheme-level commission details are available with the relationship manager and shall be provided on request.

Incapitalup Finwealths Private Limited operates as a Mutual Fund Distributor. No transaction charges are deducted by AMCs from client investments for transactions executed under the above-mentioned ARN. We deal exclusively in Regular Plans of mutual fund schemes and earn trail commissions on client investments. Investors may alternatively opt for Direct Plans, which carry a lower expense ratio; however, we do not earn commissions on Direct Plans and therefore do not offer them. 

Additional Risk Disclosure

Mutual Fund schemes do not guarantee or assure any returns, and there is no assurance that the investment objectives of any scheme will be achieved. Investors are advised to evaluate exit loads, Total Expense Ratio (TER), and other applicable costs before investing.

Registration Details

• CIN: U66190MH2025PTC448613
• AMFI ARN: 334920
• Date of Initial Registration: 23 July 2025
• Current ARN Validity: Up to 22 July 2028

Escalation Matrix

Designation	Name	Address	Contact	Email	Working Hours
Director – Investments	Sachin S. Deshpande	6C–D Wing, Siddhivinayak Tower, Kolbad Rd, Thane (W) – 400601	+91 98193 35593	sachin@incapitalup.com	Mon–Sat, 10:00 AM–7:00 PM
Director – Sales	Preity S. Deshpande	6C–D Wing, Siddhivinayak Tower, Kolbad Rd, Thane (W) – 400601	+91 90755 50096	preity@incapitalup.com	Mon–Sat, 10:00 AM–7:00 PM

Grievance Officer: Mrs. Preity S. Deshpande
Email: preity@incapitalup.com
If your complaint is not addressed satisfactorily, you may lodge a complaint with:

• AMFI: https://www.amfiindia.com
• SEBI: https://www.sebi.gov.in

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.