Third Rock Wealth is a SEBI-registered mutual fund distributor in Pune. We pair a focused, research-led fund list with a partner who knows your goals, so you can invest and stay invested with clarity.
Selecting the right fund is only half the job. The other half is staying in it.
That is where most investors lose.
Every market cycle triggers the same pattern. Prices rise, confidence builds, and investors pile in near the top. Then volatility hits, panic takes over, and they sell at the worst possible moment. By the time the recovery is obvious, they have already locked in their losses.
This emotional cycle costs the average Indian equity mutual fund investor more than 5 percentage points a year in foregone returns. The fund did its job. The investor’s timing undid it.
Third Rock Wealth exists to break that cycle. We maintain a curated, research-backed fund list and help you select the right funds around it. Then we help you stay invested through the volatile phases where most investors make the decisions they later regret.
We close the gap between
the fund’s return and yours.
Every fund in the SEBI universe passes through the same structured evaluation. The ones that clear our criteria make the list. The ones that do not, do not. What you get is a focused shortlist, not a catalogue.
How we work →From that list, we match funds to your goals, time horizon, and risk profile. Every fund in your portfolio has a documented reason for being there. The decision to invest is always yours.
What you get →We explain what you hold and why. When the research flags a change, we tell you. When markets get hard, we help you stay the course. That is usually when it matters most.
Inside the dashboard →We reach out when things change and stay close when markets get hard. The mechanisms behind that are as important as the promise itself.
Before we recommend a fund, we understand where you are trying to get to and how much market volatility you can handle. That conversation becomes the anchor when markets get noisy and the urge to change course feels strong.
Our fund evaluations run continuously. When a scheme crosses our monitoring thresholds, we reach out and explain why. You get a reason, not just a notification.
Before you invest, we walk you through the funds. What each one holds, how it has behaved across market cycles, and what criteria put it on our list. You invest knowing what you own, not just trusting a name.
When markets get rough, the instinct is to act. Reach out before you do. We will walk you through what is happening and what your goals say. The decision is always yours.
1 search / week
Find a fund
Type a fund name to see its SEBI category and key data from the latest scheme factsheet.
1 search this week.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Third Rock Wealth is an AMFI-registered Mutual Fund Distributor and does not provide investment advice.
Project returns, compare deployment styles, and plan around a goal. Built for investors who want the numbers without a sales call.
Project how a monthly SIP could grow at any expected rate over any horizon.
→See compounding on a one-time investment over the period you choose.
→See how long an invested corpus lasts with regular monthly withdrawals.
→Move a lump sum into another fund in steady monthly steps.
→Start from a goal and solve for the monthly SIP it needs.
→Size the corpus your retirement will need, after inflation.
→Same capital, two deployment styles. See the gap, side by side.
→Turn a start and end value into one comparable annual rate.
→Third Rock Wealth is a SEBI-registered Mutual Fund Distributor. We build goal-aligned mutual fund portfolios on a structured five-parameter score, refreshed monthly.
Goal-aligned mutual fund portfolios built from funds that clear a five-parameter score: Performance, Risk Management, Consistency, Manager Quality, Cost Efficiency. Monthly refresh. Self-driven onboarding.
Learn more →Omega Portfolio Advisors
Personalised, fee-based investment advice across asset classes is a separate SEBI-regulated service. Learn about investment advisory →
Get started
Book a call. Tell us your goals. If we’re the right partner, you can be invested shortly after our first conversation. If we’re not, we’ll tell you who is.
Pune · Mon-Fri · 10am-7pm IST · hello@thirdrockwealth.com