Wealth management near you
Searching for wealth management near you usually turns up banks and distributors whose advice is tied to what they are paid to sell. THYNK FINSERV is independent: we build the strategy, you keep control of the execution. We meet clients across Chennai in person and serve the rest of India and the UAE over video.
Chennai-based · Families, professionals, business owners and NRIs · Fee-transparent
Consolidated net-worth view
Every asset and liability in one statement, reviewed each year.
Goal-linked asset allocation
Allocation driven by when you need the money, not by fund league tables.
Tax-aware rebalancing
Capital gains, indexation and exit loads factored in before we suggest a switch.
No product commissions bias
Independent recommendations you can implement on any platform.
A single view of everything you own and owe — equity, debt, real estate, gold, EPF, business equity and insurance — then an asset allocation matched to your goals and risk capacity rather than to last year's best-performing fund. We document the target allocation, the rebalancing rule and the tax consequence of every move.
Salaried professionals in the OMR and Guindy corridors typically need ESOP planning, tax-efficient debt allocation and protection. Business owners need the household balance sheet separated from the firm's, plus succession clarity. We handle both without cross-selling.
For NRIs in the UAE we cover residency-linked taxation, currency exposure between AED and INR, DTAA implications and repatriation planning — coordinated with your existing chartered accountant.
There is no hard threshold. Clients typically engage us once their household has multiple goals, more than one income source, or investments spread across several platforms and the picture stops being easy to hold in one's head.
A bank RM distributes the bank's products. We are independent — we do not manufacture products, and our recommendations are documented so you can implement them anywhere.
Yes. In-person meetings in Chennai and Tamil Nadu, secure video for the rest of India and NRIs in the UAE.
Fees are agreed upfront and disclosed in writing before any work starts. Book a consultation for a scope-based quote.
A 30-minute conversation, no cost and no obligation — in person in Chennai or over video wherever you are.