Simple, Transparent
Wealth Planning Pricing
No hidden charges. No conflicts of interest. AMFI-registered mutual fund distributor (ARN-358407) — our recommendations are always driven by what is right for you.
No hidden charges. No conflicts of interest. AMFI-registered mutual fund distributor (ARN-358407) — our recommendations are always driven by what is right for you.
Transparent Distribution Model: Peacock Wealth Management is an AMFI-registered Mutual Fund Distributor (ARN-358407). We earn distributor commissions from AMCs as disclosed by AMFI regulations — all distributor earnings are fully transparent. We also offer insurance facilitation via POSP license (Prudent Corporate) and act as a Kotak Life direct agent. All fees and charges are disclosed upfront and are AMFI-compliant.
For family offices, trusts, corporates, and investors with assets exceeding ₹5 Crore — a fully bespoke advisory engagement with custom fee structures, dedicated team access, and institutional-grade reporting.
At Peacock Wealth Management, we believe every client deserves to know exactly what they pay for and why. As an AMFI-registered Mutual Fund Distributor (ARN-358407), we operate within the full regulatory framework set by AMFI and the mutual fund industry.
Distributor commissions earned from AMCs are fully disclosed as required under AMFI regulations. We do not charge separate advisory fees over and above the distributor structure. Our insurance facilitation is carried out under a POSP license via Prudent Corporate Advisory Services, and we are also a Kotak Life direct agent.
This means every recommendation we make is driven exclusively by what is right for your portfolio. We select funds and products based on suitability, risk profile, and long-term client outcomes — not product margins. Transparency is not just a promise; it is built into our regulatory structure.
All our service charges are clearly disclosed upfront, AMFI-compliant, and fully aligned with current regulatory guidelines. We publish our complete pricing structure without ambiguity.
We earn no commissions from any financial product. No mutual fund trail fees, no insurance commissions, no referral arrangements — ever.
Our complete fee schedule is disclosed upfront in writing before any engagement begins. No surprises, no hidden charges — ever.
As an AMFI-registered distributor, we are committed to recommending only suitable products — aligned with your risk profile, goals, and financial situation. Your interest always comes first.
Advisory engagements can be discontinued at any time with 30 days' notice. We earn your trust every month — you are never locked in.
Our distribution commissions and service charges comply fully with AMFI regulations and mutual fund industry guidelines. We stay within the regulatory framework at all times.
Regulatory Disclosure: Peacock Wealth Management is an AMFI-registered Mutual Fund Distributor (ARN-358407). Insurance products are facilitated under POSP license via Prudent Corporate Advisory Services and as a Kotak Life Direct Agent (69997552). CIN: U70200TN2025PTC183556. We act as a distributor and facilitator — not as a ARN-registered Investment Adviser. Mutual fund investments are subject to market risk. Please read all scheme-related documents carefully before investing. All charges are disclosed upfront and are AMFI-compliant.
No. The monthly advisory fee is all-inclusive — there are no setup fees, onboarding charges, exit fees, or hidden charges of any kind. All fees are disclosed upfront in the advisory agreement. You may incur normal transaction costs (brokerage, STT, GST) from your broker when executing investment transactions — but these are not our fees, they are exchange and broker charges.
Yes — you can upgrade or downgrade your plan at any time with 30 days' notice. Upgrades take effect from the next billing cycle. If your portfolio grows beyond your current plan's range, we will proactively recommend an upgrade. If your needs simplify, you can comfortably move to a lower tier.
The prices shown above are exclusive of GST. GST at 18% is applicable on advisory fees as per Indian tax law. For example, the Foundation Plan at ₹2,499/month would attract ₹450 in GST, making the total ₹2,949/month. Your invoice will clearly show the advisory fee and GST separately for your records.
No. Peacock Wealth Management operates on a strictly fee-only basis. We do not earn trail commissions from mutual funds, referral fees from insurance companies, or any other product-linked income. Our only income is the advisory fee you pay us. This is the foundation of our conflict-free advisory model — and why our recommendations can be trusted to reflect your best interest, not ours.
Yes. We offer a free initial consultation — a 45–60 minute call or meeting where we understand your financial situation, explain our approach, and assess whether our advisory is the right fit for you. There is no charge and no commitment for this first conversation. If you proceed, we then formalise the engagement with a signed advisory agreement.
Annual billing provides a discount equivalent to approximately 2 months free — you pay for 10 months and get 12 months of advisory. This is our way of recognising long-term client relationships and the mutual commitment they represent. Annual billing is billed as a single upfront payment at the beginning of the engagement year.
Schedule a free 45-minute consultation with our advisors — no commitment, no pressure.