About · Third Rock Wealth · Pune
Earth sits at the exact distance where life can flourish. Too close, everything burns. Too far, everything freezes. We built a wealth practice around that principle: research that finds the right distance from risk, and a partner who helps you stay invested when markets get loud.
Most retail investors get mediocre outcomes for a structural reason. Fund selections are commonly driven by sales priorities rather than documented research.
Yesterday's top performer becomes today's pitch. Funds get added; funds rarely get removed. Decisions are rarely written down.
We built a research pipeline that evaluates every fund on the same criteria, against measurable benchmarks. The work is systematic, not anecdotal.
We then built the partnership layer on top. Goal-aligned fund selection. Documented rationale. Changes to our research view documented and shared.
It is, in essence, the partnership we'd want for our own families.
A short list. Memorable on purpose. Each principle has a corresponding anti-belief, the practices we refuse to adopt because they don't survive scrutiny.
A fund that beat its benchmark in three of the last five years matters more than one that doubled in 2021 and gave it back in 2022. We screen for repeatable outperformance, not single-year heroes.
Anti-belief: We don't chase last year's top performer.
A fund only matters in the context of what you're trying to do with the money. We start with the goal, the horizon, and the tax treatment, then identify from our curated fund list the products that match those parameters.
Anti-belief: We don't use model portfolios or one-size-fits-all templates.
Every fund selection has a documented rationale. Changes to our view are written down. The Client Report Card shows you what you own, and why you own it.
Anti-belief: Your distributor shouldn't disappear between transactions.
The framework changes slowly, with documented reasoning. Individual hunches don't override the process, and that's the point.
Anti-belief: We don't time the market.
A great fund manager running ₹5000 crore is a different proposition than the same manager running ₹50,000 crore. We track AUM growth and reassess funds that have outgrown their mandate, even when performance hasn't suffered yet.
Anti-belief: We don't keep including a fund on our list after it's gotten too big to deliver.
Founder & CEO
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Research Team
Our research is built and maintained by an experienced equity research desk in Pune. We deliberately don't put faces to the work, the process is systematic, the conclusions are documented, and the curated fund list doesn't change based on who ran the numbers this month.
What you see in your portfolio is the output of a process you can read about, not the opinion of a person you've never met.
If any of this resonates.
Tell us your goals. We'll walk you through which funds from our curated list align with goals like yours.