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Simple, Transparent
Advisory Pricing

No commissions. No hidden charges. No conflicts of interest. Flat fee-only advisory — so our recommendations are always driven by what is right for you, not what pays us the most. the regulatory authority-compliant at all times.

Fee-Only Model: Peacock Wealth Management earns only from advisory fees paid directly by clients — we do not earn commissions from mutual funds, insurance products, or any financial instruments we recommend. This eliminates conflicts of interest entirely. All fees are inclusive of GST as applicable and are the regulatory authority-compliant.

Billing Frequency
Save up to 2 months — best value
Foundation Tier
Foundation
Plan

For investors beginning their wealth journey — systematic, guided investing with professional oversight.

₹2,499 /month
Billed monthly · ₹29,988/year
💼 Portfolio: Up to ₹25 Lakh
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What's included
  • Initial financial goal assessment
  • Mutual fund portfolio construction
  • SIP structuring & setup assistance
  • Quarterly portfolio review
  • Email & WhatsApp advisory support
  • ELSS / 80C tax planning guidance
  • Equity & stock advisory
  • Insurance advisory
  • Estate & legacy planning
  • Dedicated relationship manager
Premium Tier
Premium
Plan

For HNIs requiring complete wealth management — investments, insurance, tax, and legacy as one integrated strategy.

₹14,999 /month
Billed monthly · ₹1,79,988/year
💼 Portfolio: ₹1 Crore & above
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Everything in Growth, plus
  • Complete estate & legacy planning
  • PMS & AIF access & advisory
  • Life insurance advisory (Kotak Life)
  • Global & international fund advisory
  • Business owner & NRI advisory
  • Family financial planning (joint)
  • Quarterly in-person review meetings
  • Direct senior advisor access
  • Comprehensive annual wealth report
  • 24-hour priority response SLA
For Institutions & Ultra-HNIs
Custom Enterprise Advisory

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.

Full Feature Comparison

Everything in Every Plan

See exactly what is included at each tier — no surprises, no hidden exclusions.

Feature
Foundation
Growth ★
Premium
Investment Advisory
Financial goal assessmentInitial profiling & IPS
Mutual fund portfolio construction
SIP setup & management
ELSS & 80C tax planning
Direct equity & stock advisory
Debt & fixed income advisory
International & global fund advisory
PMS & AIF advisory & access
Portfolio Reviews
Portfolio reviewsFrequency per year
Quarterly
Monthly
Monthly + Qrtly In-Person
Performance reporting
Quarterly
Monthly
Monthly + Annual Report
Portfolio rebalancing alerts
Tax-loss harvesting strategy
Annual tax summary report
Protection & Wealth Planning
Insurance needs assessment
Life insurance advisory (Kotak Life)
Estate & legacy planning
Business owner financial planning
NRI advisory
Family financial planning (joint)
Support & Access
Email support
WhatsApp advisory support
Dedicated relationship manager
Priority response SLA
48 hrs
24 hrs
Same day
Senior advisor direct access
Portfolio Size
Advised portfolio sizeIndicative range
Up to ₹25L
₹25L – ₹1 Cr
₹1 Cr & above
Our Fee Philosophy

Why We Charge Fees, Not Commissions

The traditional wealth advisory industry in India is built on a commission model — advisors earn money when they sell you a product, creating an inherent conflict of interest between what is best for you and what pays them the most.

We chose a different path. Peacock Wealth Management operates on a pure fee-only model — you pay us an advisory fee, we give you our best advice. We earn nothing from any product we recommend. No trail commissions from mutual funds. No brokerage sharing. No insurance referral fees. None of it.

This means every recommendation we make is driven exclusively by what is right for your portfolio. When we recommend a fund, it is because it is the best fund for your situation — not because it pays us the highest commission. This is the standard you deserve from a wealth advisor.

All our fees are clearly disclosed, transparent, and the regulatory authority-compliant under the the regulatory authority (Investment Advisers) Regulations, 2013. We publish our complete fee schedule without ambiguity.

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Zero Commissions

We earn no commissions from any financial product. No mutual fund trail fees, no insurance commissions, no referral arrangements — ever.

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Full Disclosure

Our complete fee schedule is disclosed upfront in writing before any engagement begins. No surprises, no hidden charges — ever.

⚖️
Fiduciary Standard

As a ARN-registered investment advisor, we are legally held to a fiduciary standard — we must act in your best interest at all times, not our own.

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No Lock-In

Advisory engagements can be discontinued at any time with 30 days' notice. We earn your trust every month — you are never locked in.

🏛️
the regulatory authority-Compliant Fees

Our fees comply with the regulatory authority's prescribed fee limits for registered investment advisors. We stay within the regulatory framework at all times.

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the regulatory authority Fee Compliance: As a ARN-registered Investment Adviser (Reg. No.: INA000XXXXXX), Peacock Wealth Management's advisory fees are governed by the the regulatory authority (Investment Advisers) Regulations, 2013. The maximum advisory fee per client per financial year as prescribed by the regulatory authority is ₹1,25,000 (flat fee model) or 2.5% of Assets Under Advice (AUA model). All fees displayed on this page are inclusive of applicable GST. Actual fees may be negotiated within the regulatory authority-prescribed limits for large or complex mandates.

Pricing Questions

Frequently Asked Questions

Are there any charges beyond the monthly advisory fee?+

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.

Can I switch between plans?+

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.

Is GST included in the prices shown?+

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.

Do you earn any income from the products you recommend?+

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.

Is there a free trial or initial consultation?+

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.

What does "annual billing" save me?+

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.

Start With a Free Consultation

The right financial advice pays for itself — many times over.

Schedule a free 45-minute consultation with our advisors — no commitment, no pressure.