Nifty 5022,453.20+1.2%Sensex73,872.15+0.9%HDFC Bank1,442.00-0.3%SBI MF Equity42.31+2.1%USD/INR83.120.0%Gold ₹/10g71,420+0.4%Nifty 5022,453.20+1.2%Sensex73,872.15+0.9%HDFC Bank1,442.00-0.3%SBI MF Equity42.31+2.1%USD/INR83.120.0%Gold ₹/10g71,420+0.4%
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Client Talk8 min read

TER, exit load, expense ratio: explaining costs to clients

Three numbers, one page, a script you can hand to every new client.

Costs are the conversation clients ask least about and worry about most. Owning that conversation early — in plain language — builds the kind of trust that survives a 20% drawdown.

Treat the TER as the price of the wrapper. Treat the exit load as a friction designed to protect long-term holders from short-term traders. Treat the brokerage as the price of the platform.

Print-ready

Download the one-pager for client meetings

A formatted PDF you can co-brand with your ARN and send before a review.