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Send your plan to your Third Rock Wealth partner.

Three steps. We don't process funds — we send your plan to our licensed execution platform where your Third Rock Wealth partner verifies and executes. You receive a confirmation email within one business day.

1Review

2KYC & Identity

3Confirmation

Review your plan.

This is the mutual fund plan your Third Rock Wealth partner prepared for you. The amounts are yours to set: adjust any of them, or keep them as prepared.

Any amount you change here is your own decision. Third Rock Wealth does not recommend changes to the plan your partner prepared. Use "Reset to your partner's original" to return to the prepared figures at any time.

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KYC and execution.

SEBI requires KYC verification for every mutual fund investor. KYC and the purchase itself are completed on a secure execution platform.

Execution platform · partner-led

Your plan submission is routed to your Third Rock Wealth partner, who will complete KYC and execution with you directly. (KYC/execution platform integration via Optimum is in DevOps handover; until that completes, the partner-led path is the intended pathway.)

Acknowledgement

I have read the scheme information documents and understand that mutual fund investments are subject to market risks. I would like my Third Rock Wealth partner to contact me to take this plan forward.

✓

Plan submitted

Your plan is on its way.

Your plan has been recorded. Your Third Rock Wealth partner will review it and contact you to complete KYC and take the investment forward. Keep your reference number for follow-up.

TRW-2026-AB7K-39X2

Reference number · save for follow-up

Today Plan recorded for your partner to review

Next Your partner reviews the plan and contacts you

Then KYC verification, completed with your partner

After KYC Your investment is placed · holdings appear on your dashboard

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