Welcome, there.
Your account is set up. The next step is your investment profile. It takes about fifteen minutes, and it is what your Third Rock Wealth partner uses to prepare a goal-aligned plan for you.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.
Welcome back, there.
Thank you for completing your investment profile. Your Third Rock Wealth partner will review it and prepare your Client Report Card, then be in touch to walk you through it.
How mutual funds work
Understanding risk categories
What is a trail commission
Your report card, there.
Your Third Rock Wealth partner has prepared your Client Report Card. Review it below, then book a call to talk it through, or proceed to checkout when you are ready.
Client experience · Sample view
Your portfolio,
transparent.
See exactly what Third Rock Wealth clients see: every fund view, every goal traced, every CRC archived. The numbers below are an illustrative sample. The live portal opens after onboarding.
A single-pane view of your wealth. Designed for clients first: every number traceable, every view explainable, every change logged.
⚲ Sample portfolio · Indicative only · our partner platform
A printed document that captures the entire state of your portfolio at one moment — holdings, rationale, what changed. The single piece of paper you'd want if you were ever asked to defend your investing choices.
Aarav Sharma & family
"Your equity allocation now sits at 62%, two points above target, within tolerance. The mid-cap sleeve has compounded ahead of expectation; the debt sleeve has done its job through the rate cycle. One scheme change since the last CRC: a hybrid sleeve position is on review following a manager transition. We have flagged a comparable replacement and will discuss rotation at the quarterly review."
| Fund | View | Sleeve | Allocation | Lump | SIP / mo |
|---|---|---|---|---|---|
| Parag Parikh Flexi Cap | 🔒 view | Equity · Core | 22.4% | ₹32.0L | ₹40,000 |
| HDFC Mid-Cap Opportunities | 🔒 view | Equity · Mid | 14.8% | ₹21.0L | ₹28,000 |
| ICICI Pru Corporate Bond | 🔒 view | Debt · Core | 11.2% | ₹18.5L | , |
| Axis Small Cap | 🔒 view | Equity · Small | 8.4% | ₹12.0L | ₹18,000 |
| SBI Banking & PSU Debt | 🔒 view | Debt · Core | 7.9% | ₹13.5L | , |
| Kotak Equity Hybrid | 🔒 view | Hybrid · Tactical | 6.1% | ₹11.0L | , |
View column visible to Third Rock Wealth clients only on their actual portfolios.
Sample only · Fund names redacted · Real CRC includes per-fund rationale and benchmark
Most of the time you're not at a desk. The mobile view shows what matters at a glance, total value, today's movement, any alert that needs your attention.
No notifications by default. You decide what's worth a buzz. Research updates are sent by email; the app holds the detail until you ask for it.
See yours.
Book a call. We'll mock your portfolio.
In one conversation we'll build a sample allocation against your goals, and show you what the dashboard would look like if it were yours.