Working with a mutual fund distributor in Kolkata

What you actually get

Working with Nico Wealth is meant to feel personal and unhurried. You deal directly with Anisha Kathotia, not a call centre. The practical help covers the things that usually slow people down: getting your KYC in order, understanding what a scheme's documents say, placing purchases and redemptions, setting up or adjusting a SIP, and answering questions as they come up.

You keep ownership and control of your investments throughout. We arrange and service them; the money and the folios are yours.

What it costs you

Nothing, directly. You invest under the Regular Plan of a scheme, and the Asset Management Company pays us a trail commission for as long as you stay invested. That commission is part of the Regular Plan's expense ratio, not a separate charge we add. We explain this in full, including the conflict it creates, on our commission and conflict of interest page.

Where we are

Our office is at Chatterjee International, 33A Jawaharlal Nehru Road, Kolkata 700071. Mutual fund investing does not depend on being in the same city, so we help investors across India. If it is easier to talk first, that is usually the best place to start.

How to begin

There is no form to fill in here and no email wall. The first step is a conversation: you tell us what you are trying to do, we explain the honest trade-offs, and only then does any paperwork begin.