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 and requirements define our advice. 

Always on your side

We deliver unbiased and fee-only advice. We do not take commissions from anyone.

Expertise and experience

Our team comprises of advisors and research professionals who manage over INR 130 crore across 150 families.

Everything you need

Holistic solutions crafted by our advisors and optimised using technology.

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.

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.

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

0
families advised
...very helpful and friendly. They give a lot of importance to family and their needs. Most importantly, they listen before suggesting anything. I would recommend this to anyone who is looking for financial planning.
Praveen Kotwal
Client
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 that is less than the best.
Sudeep Srikantaswamy
Director, THRIVE
0 cr
assets under advice

Start thriving

Basic

5,000 one time fee
  • Comprehensive plan
  • Asset allocation mix
  • Track all investments
  • Access to personal finance updates

Digital

20,000 annual fee
  • All Basic plan features
  • Advisor access
  • Professional portfolio management
  • Global allocation
  • Tax-efficient execution
  • Insurance plan

Privé

0.25 - 0.5 % of assets under management
  • All Digital plan features
  • Dedicated advisor
  • Customised offerings
  • Estate and succession plan
  • Tax and legal expert panel

Welcome to modern financial management