Investment Facilitation
We assist clients in accessing financial products — as a distributor and facilitator.
We assist clients in executing financial transactions and accessing financial products. We act solely as a distributor and facilitator — not as an investment manager or portfolio adviser. All investment decisions are made at the sole discretion of the client.
What We Do
We are a distributor and facilitator — not a portfolio facilitator or investment manager. We assist clients in accessing financial products offered by third-party providers, including Mutual Funds, PMS, AIF, and insurance. We do not provide distributor / facilitatory services or manage client funds. All investment decisions are made at the sole discretion of the client.
"We facilitate access — you decide. Every transaction is executed at the client's sole discretion."
How we assist you.
As a distributor and facilitator, our process follows three clear steps — always transparent, always client-first.
Understand Your Requirements
We begin by understanding your financial requirements, existing portfolio, and product preferences. We do not provide investment guidance or recommendations — we listen to what products you wish to access and assist you in executing the transaction accordingly.
Access the Right Products
We provide access to a range of third-party financial products — including Mutual Funds (via AMFI ARN-358407), PMS and AIF (through Prudent Corporate Advisory Services), and insurance (under POSP and Kotak Life agency). The client independently selects the product and scheme they wish to invest in.
Transaction Execution
We assist in executing the financial transaction on behalf of the client through the relevant platform or provider. All transactions are executed as distributor/facilitator. We do not facilitate financial product access, take discretionary positions, or provide portfolio management of any kind. The client bears full responsibility for all investment decisions.
Products we facilitate access to.
As a registered distributor and facilitator, we provide clients with access to the following financial products through third-party providers.
"We facilitate access —
you decide."
Peacock Wealth Management acts as a distributor and facilitator. We do not provide distributor / facilitatory or portfolio management services. All investment decisions are made at the sole discretion of the client.
Ready to access
financial products?
Speak with our team to understand which financial products you can access through us as a distributor and facilitator.