Expertise that you deserve

We build tailor-made financial solutions that are optimised for you.

Multi-disciplinary team

Our team of CFAs, Economists and Engineers give the attention your money requires to make it work for you.

Unbiased advisory

We charge a fixed-fee for our services. We take ZERO COMMISSIONS for the products we recommend.

Data-driven process

Our advice is based on inferences drawn from the results of a data-intensive process. Free from heuristics and personal prejudices.

Your partners, for over 13 years

Inception of o3

o3 Capital was established as a mid-market investment bank to provide tailor-made financial and strategic advice, across sectors.

Jan, 2007

Crossing the $2bn mark

o3 Capital  acted as the sole financial advisor for more than 50 deals whose cumulative value was over $2bn.

Nov, 2011

Evolution of o3

o3 group expanded into the asset management and family office segment, to help manage the wealth it created for HNIs.

March, 2015

Introduction of THRIVE Wealth

THRIVE was launched with the aim of delivering the institutional-grade advice to a wider audience at scale through a blend of technology and people.

May, 2019

Partnership with Zerodha

We Partnered with India's largest stock broker to ensure seamless implementation of our advice.

Oct, 2019

Launch of THRIVE Wealth app

Now our clients can track their finances and execute our investment advice seamlessly.

May, 2020

2,000 cr under advice

We continue to improve our processes to make sure we give our clients  the financial advice they deserve.

Dec, 2020

Your partners, for over 13 years

Inception of o3

o3 Capital was established as a mid-market investment bank to provide tailor-made financial and strategic advice, across sectors.

Jan, 2007

Crossing the $2bn mark

o3 Capital acted as the sole financial advisor for more than 50 deals whose cumulative value was over $2bn.

Nov, 2011

Evolution of o3

o3 group expanded into the asset management and family office segment, to help manage the wealth it created for HNIs.

March, 2015

Introduction of THRIVE Wealth

THRIVE was launched with the aim of delivering the institutional-grade advice to a wider audience at scale through a blend of technology and people.

May, 2019

Partnership with Zerodha

We Partnered with India's largest stock broker to ensure seamless implementation of our advice.

Oct, 2019

Launch of THRIVE Wealth app

Now our clients can track their finances and execute our investment advice seamlessly.

May, 2020

2,000 cr under advice

We continue to improve our processes to make sure we give our clients  the financial advice they deserve.

Dec, 2020

‘Nobody can predict the market, but what we can do is allocate to cover all possible outcomes’

Shyam Shenthar

Chief Executive Officer

Shyam is also a founding partner at o3 Capital, bringing in over 22 years of experience in financial advisory and investment banking.

”The best financial products are the ones that fit your requirements to the T”

Sudeep Srikantaswamy

Chief ‘THRIVE’ Officer

An industry veteran with more than 25 years of experience in capital markets, equity sales, wealth & portfolio management.

‘The best financial products are the ones that fit your requirements to the T’

Sudeep Srikantaswamy

Chief  ‘THRIVE’ Officer

‘Nobody can predict the market, but what we can do is allocate to cover all possible outcomes’

Shyam Shenthar

Chief Executive Officer

Welcome to modern financial management

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