Your money grows when the right person is looking at it.
Take the five-minute check. We sort you to the advisor, planner, tax CA, or vetted plan your situation needs. No calls unless you ask.
Different problems need different people.
Estate work sits with one person. A late retirement plan with another. We sort you to the one whose practice fits what is actually in front of you.
An AI that does the qualifying, not you.
Eight short questions over chat. Savings, goals, family, what is keeping you up. The check reads against partner filings, fee model, and client mix. Five minutes. No 12-page form.
hand-picked match, not five intro calls
You pay nothing. The matched advisor, planner, or fund house pays the referral. That is the whole model.
vetted across every category we route to
SEBI-registered where it applies. Filings, fees, client mix checked each quarter. We drop when something stops fitting.
Your data stays in India. Always here.
Stored in Mumbai. Encrypted. Built to DPDPA from day one. We share only after you say yes, only what the matched partner needs.
Three steps. Five minutes. One good match.
A short chat. One good match. Your call on whether to meet. The advisor, planner, tax CA, or vetted plan that fits where you are.
- 011
Take the 5-minute check
Eight short questions over chat. Savings, goals, family, what is keeping you up. No 12-page form.
- 022
We line you up to one good match
Filings, fees, client mix read against where you sit. Partners are re-checked each quarter. The match shifts if their practice shifts.
- 033
You talk only if it sits right
You see the match before any call. If it does not fit, we widen the search inside seven days, free. The check stays yours.
Mumbai · Delhi NCR · Bangalore · Hyderabad · Chennai · Pune · Kolkata · Ahmedabad. NRI specialists for Dubai, Singapore, London, and the US.
A person, a plan, or a product. Whatever your situation needs.
Wealth advisor work is one slice. Tax CAs, estate specialists, NRI experts, vetted plans, vetted products. We sort you to the slice that fits where you are.
Advisors who plan across the map
Wealth advisors who sit with goals, family, taxes, and assets together. Example: a retirement glide-path that ages with your kids.
Specialists for the boring, vital work
Tax CAs, estate lawyers, NRI specialists, succession folk. Example: structuring a property sale and the gift deed after.
Plans built around your timeline
Retirement glide-paths, family trusts, NRI repatriation. Example: a corpus that survives a long downturn.
Vetted products. Curated baskets.
Direct MF baskets, PMS for the right corpus size, structured plans. Example: a fee-only MF basket for your tax band.
What you’re probably wondering.
If you have built something. Savings, investments, property, plans for family. A CA filing taxes, maybe a broker, maybe an insurance agent. Nobody sitting with all of it. That is the gap. The check finds it and lines you up to the right person, plan, or product. NRI or in India, the same check.
Disclosure. Earntaps is a matching layer, not an investment adviser. Partner advisors and specialists are SEBI-registered where the regulation applies. They pay a referral fee when you decide to meet. We do not recommend specific investments and do not guarantee returns. Read the full notice.
Five minutes. One good match.
Take the five-minute check. We sort you to the person, plan, or product your situation needs. Calls only after you ask. The check is yours either way.
Email only if you say yes. The check stays yours.