Cut the Clutter.
Wealth in India has changed and the way it is managed should change too.
Personalised guidance
On demand research
Your goals first
Understanding before selling.
Less selling , More listening , Better decisions.
One relationship. Every chapter.
Specialist financial capability, held together by a single view of your life.
Wealth Management
PMS/AIF - comprehensive planning & investment stewardship.
Mutual Funds/SIF
Research/benchmark led analysis.
Fixed Deposits
Secure and competitive fixed-income opportunities.
Corporate Loans
Asset products, corporate finance and loan advisory.
Women’s Concierge
Entrepreneurs, divorce planning and retirement.
NRI Concierge
A coordinated financial view for India’s global citizens.
Client-first thinking
Every conversation begins with understanding - without starting with a product.Technology + human judgement
Tools help organise and experience helps decide what actually matters.
Lifelong partnership
The relationship should remain useful as your career, wealth and priorities evolve.Absolute transparency
You should understand what is being recommended, why it matters and what it costs.
Privacy by design
Your financial life is private. We ask only for information needed for the service you choose, and treat financial documents as confidential.
Clarity has a framework.
Four TFC lenses help you understand where you are, what life is asking of you, and how close you are to genuine financial freedom.
TFC Health Score
An 11-question, 100-point screening of liquidity, debt, cash flow, retirement and legacy foundations — highlighting your strongest area, first priority and three practical next steps.
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TFC Life Journey Index
An age-based long-term starting mix adjusted for your comfort with market falls, treating the nearest important goal so short-term money does not dictate the entire portfolio.
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TFC Freedom Index
A 4% / 300× lifestyle framework showing how your current liquid investments and monthly SIPs compare with an inflation-adjusted Freedom Number and indicative freedom age.
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TFC Risk Index
A two-lens index combining financial risk capacity and behavioural comfort, with the weaker side carrying more weight and a clear warning when the two materially diverge.
Open tool ›See your wealth as one connected picture.
TFC brings your financial world together, giving you a consolidated perspective on where you stand, how your wealth is progressing and where your attention may be required. From portfolio performance and asset allocation to cash flows and long-term goals, gain the clarity and perspective needed to make more informed financial decisions.
Unified portfolio view
Cash flows & goals
Progress & allocation
Secure private access
Research without the noise.
Market context matters. But long-term financial decisions should not feel like a trading terminal. TFC keeps research visible, proportionate and connected to the larger plan.
Compare Mutual Funds →You decide how much advice you need.
Whether you want a sounding board, transaction support or complete clarity before acting, the process stays simple and paperless.
Assisted execution
You decide. We get it done.
- You decide
- You instruct
- We execute
Guided decision making
Think it through with Us.
- Understand
- Assess & strategise
- You choose execution
Self-directed
You decide. You execute.
- Digital Onboarding
- You decide
- You execute
Our Partners
Testimonials
Real experiences from clients who value clarity, continuity and a relationship that reduces the burden of managing their financial lives.
My job leaves me with little time to monitor my investments. This team took over the entire operational burden, constantly monitoring my asset allocation, rebalancing whenever needed, and ensuring tax-efficient execution. Their proactive approach has saved me countless hours while keeping my wealth consistently aligned with my long-term financial goals.

Before working with this team, my finances were scattered across multiple firms and property holdings. They went beyond managing investments to bring all our financial goals into one cohesive plan. Their thoughtful approach to risk management has helped preserve our wealth through volatile markets, giving us greater clarity, confidence, and peace of mind about our financial future.

I needed a wealth management team that could act as my personal CFO and handle everything. What truly set them apart was their patience and research-driven approach. They carefully mapped out how my income would be sustained throughout my lifetime, giving me financial confidence and freeing up my most precious asset: time. Thank you for giving my weekends back.

My career comes with unique financial needs and timelines, so I wanted a wealth management firm that wouldn't treat me like a standard corporate client. This team genuinely understood my personal circumstances and tailored their approach accordingly. Not once did I feel like I was being sold something. Managing my wealth has been remarkably effortless since choosing them.

For the first time, I have complete clarity and confidence about my finances, allowing me to focus all my creative energy on my work. The team's attention to detail, exceptional service standards, and consistently seamless execution have made wealth management feel completely effortless. It's reassuring to know that my financial future is in such capable hands. I cannot recommend TFC highly enough.

A CONVERSATION, NOT A PITCH
Not ready for a financial conversation?
That’s perfectly fine. Start casually on WhatsApp. Ask a question, understand how we work, or simply say hello. No forms,
no formal consultation, and no pressure to take the conversation further.
