01 / Research
A dedicated research desk.
Every SEBI-categorised mutual fund passes through the same analytical framework. The output is a curated fund list, explained through a rationale in plain English.
How we work →SEBI-Registered MFD · AMFI-Registered · Pune
Wealth Creation through Conviction.
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.
01
The Third Rock Advantage
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.
The behaviour gap · Indian equity funds
Asset Weighted Fund Returns (CAGR)
+ 19.1% 2003–2022
Average investor return (CAGR)
+ 13.8% 2003–2022
Lost to behaviour annually
− 5.3 % per year, compounded
02
What we do, in three layers.
02 / Fund selection
Funds selected for your goals.
Funds from our curated list are matched to your goals, time horizon, and risk profile. Not from a model portfolio or a one-size-fits-all template. Every fund selected for you has a documented reason for being there. The decision to invest is always yours.
What you get →03 / Partnership
A partner, not a portal.
A partner who explains your holdings. We flag changes when they happen, and helps you stay invested through the market environments where most investors make the decisions they regret.
Inside the dashboard →03
How we keep you invested when it’s hardest.
We keep you disciplined when markets test you, and we reach out when things change. The mechanisms we use to do that are as important as the promise itself.
Mechanism 01
Documented Investment Profile
Before you invest, we document your goals, & risk tolerance, in writing, signed by you. When markets fall and panic whispers in your ear, we don’t let emotions sway you. We read your profile back to you. That conversation is anchored to your own logic, not market sentiments.
Mechanism 02
Research-driven review
When market conditions or scheme changes cross our research thresholds, we flag it. We explain the reasoning; you make the decision. The rule, not the mood, guides the review.
Mechanism 03
Quarterly Client Report Card
Holdings, rationale, and every change since the last review. In writing, at the end of every quarter. The partnership compounds because the record is permanent.
Mechanism 04
Talk to Us Before You Sell
Markets crash. Your instinct is to exit. We'd encourage you to speak with us before making any decision. Within 24 hours, we will walk you through what's happening, what your profile says, and what the numbers actually show. Then you decide. The friction forces clarity.
1 search / week
Find a fund
Search 900+ Indian mutual funds across every SEBI category.
Type a fund name to see its SEBI category and key data from the latest scheme factsheet.
Try
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.
04½
Tools, free to anyone.
Project returns, compare deployment styles, and plan around a goal. Built for investors who want the numbers without a sales call.
SIP Calculator
Project how a monthly SIP could grow at any expected rate over any horizon.
→Lumpsum Calculator
See compounding on a one-time investment over the period you choose.
→SWP Calculator
See how long an invested corpus lasts with regular monthly withdrawals.
→STP Calculator
Move a lump sum into another fund in steady monthly steps.
→Goal Calculator
Start from a goal and solve for the monthly SIP it needs.
→Retirement Calculator
Size the corpus your retirement will need, after inflation.
→SIP vs Lumpsum
Same capital, two deployment styles. See the gap, side by side.
→CAGR Calculator
Turn a start and end value into one comparable annual rate.
→05
What we do.
Third Rock Wealth is a SEBI-registered Mutual Fund Distributor — goal-aligned mutual fund portfolios built on a structured five-parameter score, refreshed monthly.
Research-led · Goal-aligned
Mutual Fund Selection
Third Rock Wealth, SEBI Mutual Fund Distributor
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
A conversation, not a sales pitch.
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