Become a Third Rock Wealth client · The concierge route

Talk to a partner

Tell us when’s a good time and one of our partners will call you. We’ll understand your situation, walk you through Third Rock Wealth’s approach, and help you fill out the investment profile together on the call. No pressure to sign anything that day; this is a conversation, not a sales pitch.

Please tell us your full name.
10 digits, Indian mobile only.
Enter a 10-digit Indian mobile number.
Mon–Fri preferred. We’ll text you to confirm a slot.
I’d rather start online

We will only call you about your mutual-fund onboarding. No marketing calls, no sharing your number. Third Rock Wealth, a division of MoneyWorks4Me · SEBI-registered MFD (ARN·XXXXX, pending). Mutual fund investments are subject to market risks.

Callback requested

We’ll be in touch.

Reference:

A Third Rock Wealth partner will call you on within one business day, in your chosen time window. If you don’t hear from us, write to hello@thirdrockwealth.com.

  • 01We’ll confirm your callback slot by SMS within an hour.
  • 02On the call (about 30 minutes), we’ll understand your goals and walk you through Third Rock Wealth’s approach.
  • 03If you’d like to proceed, your partner will fill the investment profile with you on the call and guide you through KYC.