Third Rock Wealth through deep research and partner approach helps you invest and stay invested in Mutual Funds with conviction. We focus on making the power of compounding work for you and transform your savings into wealth.
Putting some money into mutual funds is easy. But that doesn’t create wealth.
Nor does just selecting the right fund. Staying invested in the right portfolio does.
That is where most investors lose.
Every market cycle triggers the same pattern. Prices rise, confidence builds, and investors pile in near the top. Then volatility hits, panic takes over, and they sell at the worst possible moment. By the time the recovery is obvious, they have already locked in their losses.
This emotional cycle costs the average Indian equity mutual fund investor more than 5 percentage points a year in foregone returns. Even when the fund did its job, investors’ actions undid it. And this leads to lower than required investment in equity.
Third Rock Wealth exists to break this cycle. You invest adequately in the right mutual funds’ portfolio. You stay invested through the volatile phases, making changes only when required thus avoiding any decisions you later regret. Wealth is created in the process.
The number of funds is large and increasing. We stress-test every fund and only the ones that clear our criteria make the shortlist. Our deep understanding of stocks helps us assess equity funds at a level few can match.
How we work →From our short-listed funds, we put together a goal-based allocation aligned to the goals and profile you share with us. Every fund serves a specific role in the portfolio and stays there while it continues to play that role. The choice to invest is yours.
What you get →We explain things; so, you know why you hold what you hold. When our research updates, we keep you informed. When markets get hard, we help you stay the course. That is usually when it matters most.
Inside the dashboard →1 search this week.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Third Rock Wealth is an AMFI-registered Mutual Fund Distributor and does not provide investment advice.
Project how a monthly SIP could grow at any expected rate over any horizon.
→See compounding on a one-time investment over the period you choose.
→See how long an invested corpus lasts with regular monthly withdrawals.
→Move a lump sum into another fund in steady monthly steps.
→Start from a goal and solve for the monthly SIP it needs.
→Size the corpus your retirement will need, after inflation.
→Same capital, two deployment styles. See the gap, side by side.
→Turn a start and end value into one comparable annual rate.
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Talk to us about your needs and goals. Together we will figure out what is right for you. No selling, no pressure.
Pune · Mon-Fri · 10am-7pm IST · hello@thirdrockwealth.com