Your financial health is determined by the ability to realize your life goals. A THRIVE advisor ensures that your finances are in perfect shape by managing them efficiently. We continuously assess your financial position and advise changes to ensure you are on the best path to achieve your life goals.
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.
Yes, THRIVE only provides personalized and one-on-one advice. Once you sign-up, you get access to our advisors throughout the year.
Our investment committee manages all asset classes and portfolios. The THRIVE advisor chooses a combination of asset classes that satisfies your unique requirements.
Yes. We take data security very seriously. Our servers use a combinations of Zero Trust and Perimeter-based security approach to protect your data. We do not share any data with third parties
You can track all your investments through the THRIVE mobile app.