Contact
Let's talk.
No commitment.
Thirty minutes on a call. Tell us your goals. We'll tell you whether we can help, and if we can't, who can. No paperwork, no follow-up unless you want one.
Booking
Request a conversation.
We'll reply within one business day with two or three time slots that work.
Other ways to reach us
Direct lines.
[Address line 2]
By appointment only
You don't pay us a fee. As a SEBI-registered Mutual Fund Distributor, we earn a distribution commission from the asset management company on funds you invest in through us, set by SEBI, disclosed in every fund's Scheme Information Document.
No upfront charges, no annual retainer, no service fee. Our incentive is your portfolio staying invested and compounding, that's how we get paid, and that's how you build wealth.
No hard minimum. Practically, the relationship works best when there's enough corpus to build a goal-aligned allocation across asset classes, usually ₹5L+ for SIP-led plans, ₹25L+ for lump-sum portfolios.
For clients who need registered investment advice — such as multi-asset allocation, tax-efficient structuring, or household aggregation — Omega Portfolio Advisors (a SEBI-registered Investment Adviser, INA000013323) serves them directly under its own licence. Omega is a separate investment-advisory service within MoneyWorks4Me.
Three things. Research, fund selections from a desk that has been doing fundamental equity research for 17+ years, matched to your goals. Goal-aligned allocation, drawn from our curated MF fund list, not an off-the-shelf model. Ongoing partnership, periodic reviews under AMFI Q.1(b), a cooling-off call before any redemption when markets get loud, and a documented rationale for every fund you own.
Your money never touches us. All investments are made directly with the AMC. Units are held in your name, in your demat or your Folio number with the AMC. We facilitate transactions; we never hold or disburse funds.
SEBI and AMFI regulate the entire chain, the AMCs, the RTAs (CAMS, KFintech), and us as a distributor. The framework is robust precisely because it's been stress-tested for thirty years.
Yes, through the client portal, twenty-four hours a day. The dashboard shows live values, goal progress, and any alerts. You can also access your statements directly from CAMS/KFintech using your registered email and PAN; we don't sit between you and your data.
Tour the dashboard here.
Regulatory framework
Who regulates us, and how.
Third Rock Wealth, a division of MoneyWorks4Me, is registered as a Mutual Fund Distributor with the Association of Mutual Funds in India (AMFI).
As a distributor, we facilitate transactions and provide non-binding investment opinions. We are not Investment Advisers within the meaning of the SEBI (Investment Advisers) Regulations, 2013. The distinction is regulatory; the standards we apply to research are not.