Your financial life in control
While you focus on your goals, we focus on getting you there
We are data-driven financial advisors
We are on a mission to deliver institutional-grade financial advice through technology – no more missed opportunities and no more regrets.
We are data-driven financial advisors
We are on a mission to deliver institutional-grade financial advice through technology – no more missed opportunities and no more regrets.
We think like you
Your family comes first
Your family’s financial life is our priority. Their needs, interests and requirements define our advice and your financial decisions.
Always on your side
We deliver commission-free advice. We don’t charge a fee for buying, or selling. We don’t share your data to third parties.
Attention to your money
Our team comprises advisors and research professionals who manage over INR 2,000 crore, across families.
Everything you need
Holistic solutions crafted by our advisors and optimised using technology.
Diversified investments
We define your asset allocation across equity, fixed income and gold. Our advisors implement the right combination of instruments to achieve your financial goals at the appropriate level of risk.
Adequate insurance cover
We suggest term and health policies that provide sufficient cover for emergencies. Our advisors do a deep-dive of your existing policies and implement necessary changes.
Optimal loans and taxes
Our savings allocation choices take into account your future expenses and income tax deductions, including capital gains. Where necessary, we suggest a prepayment schedule for your existing loans.
Personalised advice
1
Understand you
We gather over 500 data points about you. This is a continuous process to ensure that your decisions are aligned to your requirements.
2
Build your solution
We model your data using our proprietary algorithm. Our advisors simulate over 5,000 scenarios to understand the implications of financial decisions.
3
Execute decisions
We invest your capital using Zerodha. Our advisors send trade approval requests that you can execute, in your Zerodha account, through our mobile app.
The best time to start is now
The expert is on your side
We continuously improve this process to make it better day-by-day. That way, when you listen to our advice, we know that you are not getting anything less than the best.
Sudeep Srikantaswamy
Director, THRIVE
assets under advice
2000
cr
earned in commissions
0
...very helpful and friendly. They prioritize your money first. Most importantly, they listen before suggesting anything. I would recommend this to anyone who is looking for financial planning.
Praveen Kotwal
Senior IT Professional
Start thriving
Planner
₹
5,000
one time fee
-
Comprehensive plan
-
Asset allocation mix
-
Track all investments
-
Access to personal finance updates
Manager
₹
20,000
annual fee
-
All Planner features
-
Advisor access
-
Professional portfolio management
-
Global allocation
-
Tax-efficient execution
-
Insurance plan
Bespoke
0.25 - 0.5
%
of assets under management
-
All Manager features
-
Dedicated advisor
-
Customised offerings
-
Estate and succession plan
-
Tax and legal expert panel
Start thriving
Planner
₹
5,000
one time fee
-
Comprehensive plan
-
Asset allocation mix
-
Track all investments
-
Access to personal finance updates
Manager
₹
20,000
annual fee
-
All Planner features
-
Advisor access
-
Professional portfolio management
-
Global allocation
-
Tax-efficient execution
-
Insurance plan
Bespoke
0.25 - 0.5
%
of assets under management
-
All Manager features
-
Dedicated advisor
-
Customised offerings
-
Estate and succession plan
-
Tax and legal expert panel
