Invest with discipline, begin early, and build wealth with patience
and purpose

About me

My Photo Actual





His philosophy reflects the firm’s ethos:

Enduring success is built on trust, and true value is created when client well-being remains the foremost priority.

Satish Hulmani, Founder and Promoter of Prita Financials is a postgraduate in Finance with a distinguished professional background across leading banks and Fortune enterprises. With over a decade of experience in investing and managing family portfolios, he brings a nuanced understanding of financial markets and investing.

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Disclosure

Our Commitment to Transparency

As part of our client-first philosophy, we believe in complete transparency regarding how we earn. Below is a clear breakdown of our compensation structure:

Sr. No.Mutual Fund CategoryCommission TypeTypical RangePaid By
1Debt FundsTrail0.05% – 0.75%Included within AMC portfolio expenses
2Equity FundsTrail0.40% – 1.00%Included within AMC portfolio expenses
3Hybrid FundsTrail0.40% – 1.00%Included within AMC portfolio expenses
4Liquid FundsTrail0.05% – 0.40%Included within AMC portfolio expenses

What This Means for You

  • These commissions are not charged separately to you.
  • They are part of the overall expense ratio set by the Asset Management Company (AMC).
  • As per regulations by the Securities and Exchange Board of India (SEBI), total portfolio expenses are capped (typically between 1.5% to 2.75%, depending on fund size and category).
  • The Net Asset Value (NAV) you see is already adjusted for these expenses, calculated on a periodic (weekly average) basis.

Our Promise

We remain committed to recommending solutions that are aligned with your goals—independent of commissions, and always in your best interest.