BugleRock Wealth is empanelled with the following AMCs for mutual fund distribution:
Diversify your investments and build long-term wealth with professionally managed mutual funds. Whether you seek growth, income, or stability, our curated selection of funds aligns with your financial goals.
We offer a careful selection of mutual funds, based on in-depth analyses that best represent the most appropriate route-to-market for specific strategic or tactical objectives. Our analyses include firm and fund-specific factors, including consistency and risk management. We also ensure rigorous periodic monitoring to revalidate our conviction in the constituents of our selection.
Discover the Core Features of Mutual Funds
Diversification – Spread your investments across various asset classes to minimize risk.
Professional Management – Expert fund managers make informed investment decisions on your behalf.
Unlock the Key Benefits of Mutual Fund Investments
A mutual fund is simply a financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective. The mutual fund will have a fund manager who is responsible for investing the pooled money into specific securities (usually stocks or bonds).
Mutual funds are one of the best investments ever created because they are very cost efficient and very easy to invest in (you do not have to figure out which stocks or bonds to buy).
Buying a mutual fund is easy! The minimum investment is also very small. As little as Rs. 500 can be invested on a monthly basis. Just contact us to know more.
The primary advantage of funds is the professional management of your money. Investors purchase funds because they do not have the time or the expertise to manage their own portfolio. A mutual fund is a relatively inexpensive way for a small investor to get a full-time manager to make and monitor the investments.
By owning "shares" (known as "units") in a mutual fund instead of owning individual stocks or bonds, your risk is spread out. The idea behind diversification is to invest in a number of assets so that a loss in any particular investment is minimized by gains in others. In other words, the more stocks and bonds you own, the less any one of them can hurt you.
Because a mutual fund buys and sells large amounts of securities at a time, its transaction costs are lower than you as an individual would pay.
BugleRock Capital Private Limited (BugleRock Wealth) formerly known as o3 Securities Pvt Ltd. is an "AMFI - Registered Mutual Fund Distributor with ARN 79196.
Pursuant to SEBI circular SEBI/IMD/CIR No. 4/168230/09, we hereby disclose the details of the commission earned by BugleRock Capital Private Limited (referred to as "BugleRock Wealth") from the Asset Management Companies (AMCs) whose mutual fund products are being distributed by us:
Commission from Mutual Funds – Top 30 Cities (T30)
The commission earned for mutual fund distribution across various schemes is as follows:
| Fund Schemes | Trail |
| Equity Schemes | |
| Equity Funds | 0.60% to 1.60% |
| Hybrid Schemes | |
| Arbitrage Funds | 0.35% to 0.80% |
| Conservative Hybrid Funds | 0.30% to 1.50% |
| Other Hybrid Funds | 0.25% to 1.60% |
| Debt Schemes | |
| Overnight & Liquid Funds | 0.01% to 0.25% |
| Ultra-Short Duration, Low Duration, Money Market Fund, Short Duration Funds | 0.02% to 0.70% |
| Credit Risk | 0.80% to 1.20% |
| Gilt Funds | 0.05% to 0.70% |
| Floater Funds | 0.15% to 0.50% |
| Medium, Medium to Long, Long, Dynamic Duration Funds | 0.40% to 0.90% |
| Corporate Bond, Banking & PSU Funds | 0.10% to 0.50% |
| Other Schemes | |
| Index Funds/ETFs | 0.05% to 1.10% |
| Fund of Funds | 0.05% to 1.25% |
| Retirement & Children's Fund | 0.50% to 1.75% |
Details of Scheme level commission on Mutual funds are available with the Relationship Managers and would be produced on demand.
This is on a best effort basis and rates are updated as and when actual rates are received from AMCs.
We are a NISM certified / AMFI registered mutual fund distributor and not an RIA.
BugleRock Wealth has opted out of transaction charges for all mutual fund schemes, ensuring that no transaction charges are levied on any mutual fund purchases. Mutual fund units equivalent to the full subscription amount will be issued to investors.
BugleRock Wealth is empanelled with the following AMCs for mutual fund distribution:
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BugleRock Wealth is not an associate, group company, or sponsor of any AMC whose mutual fund schemes are being distributed.
Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs. Buglerock Capital Private Limited (ARN code 79196) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
We are a NISM certified / AMFI registered mutual fund distributor and not an RIA.
Registered with the Association of Mutual Funds in India(AMFI) as a Non-Individual Distributor (ARN-79196) | Date of initial Registration: 05/10/2015 | Current validity: 06/05/2027
Grievance Officer: Bharat Sharda | Phone: + 91 022 69251024 | Email: compliance@buglerock.asia
SERVICES
(Registered Office)
Prestige Takt, 1st Floor,
No. 23, Kasturba Road Cross,
Bengaluru - 560 001
No. 802, 8th Floor,
South Annexe Tower 2,
One World Center,
Senapati Bapat Marg,
Lower Parel,
Mumbai - 400 013
Regus Business Center,
SL Jubilee, 3rd Floor,
Road No. 36,
Plot No. 1202 & 1215A,
Jubilee Hills,
Hyderabad - 500 033
Awfis Rajkamal Pinnacle,
Old No. 145, New 2, 7th Floor,
Nungambakkam High Road,
Nungambakkam,
Chennai - 600 034
1 Pickering Street,
#08, Great Eastern Centre,
Singapore - 048 659
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