How does Thrive work?
We start by understanding your goals and your current financial situation. We use this information to build a set of financial decisions - across investments, insurances, loans and taxes - that put you on the best path to achieve these goals. We execute these decisions through commission-free partners, like Zerodha. Post execution, we continuously track and monitor your path to suggest changes.
What is your fees structure ?
For our DIGITAL service, we charge an annual fee of INR 20,000. It is payable either quarterly or annually and it is independent of the size of assets that we manage for you.
Our PRIVÉ service is open to families that have a net worth greater than INR 5 crore. Here, we charge an annual fee of 0.5% of the assets under management.
What about insurance?
We calculate optimal cover for both term and health insurance. We suggest policies that are apt for you and your family. We do not suggest ULIPs or endowment policies.
Can I get one-on-one advice?
Yes, Thrive only provides personalised and one-on-one advice. Once you sign-up, you get access to our advisors throughout the year.