Services

A considered approach to mutual fund investing.

Same research. Same fund universe. Same discipline. What scales with your portfolio is the depth of partnership.

What we do.

Mutual Fund Selection · SEBI MFD

Third Rock Wealth is a SEBI-registered Mutual Fund Distributor. We help individual investors build goal-aligned mutual fund selections, chosen through a structured five-parameter scoring methodology, reviewed as market conditions and scheme performance warrant, and supported by a named distribution partner.

Research-led · Goal-aligned

Mutual Fund Selection

For investors who want a structured mutual fund selection built on transparent research.

Funds scored on five parameters: Performance, Risk Management, Consistency, Manager Quality, Cost Efficiency.
Goal-aligned fund selection across equity, debt, and hybrid categories.
Monthly score refresh using AMFI, scheme document, and AMC data.
Self-driven onboarding through the gated dashboard once KYC is in place.
Periodic portfolio review based on market conditions and scheme performance, through your named distribution partner.

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Omega Portfolio Advisors

Need personalised investment advice?

Investment advisory is a separate, fee-based service. A SEBI-registered Investment Adviser provides written, fiduciary recommendations across asset classes — mutual funds, direct equity, and fixed income. It is distinct from mutual fund distribution, which is what Third Rock Wealth provides.

Mutual fund distribution and investment advisory are separate SEBI-regulated activities. Clients are registered under one service.

Learn about investment advisory→

How we earn our fees

Transparency

As a SEBI-registered Mutual Fund Distributor, we earn a distribution commission from the asset management company on the funds you invest in through us, disclosed in every fund's Scheme Information Document, set by SEBI norms. There is no separate fee charged to you.

₹0

Upfront charges

₹0

Annual retainer

₹0

Service fee

Our incentive is your portfolio staying invested and growing, because that's how we get paid, and that's also how you build wealth.

Distribution commission disclosed per AMC SID · Regular plans only

Decide later · Talk first.

A few minutes. No paperwork.

Tell us what you're trying to do with your money. We'll tell you whether we can help, and if we can't, who can.

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