About Earntaps

You built something. Nobody is planning around all of it. This is the calmer way to start.

The AI matching layer between Indian households and the advisor, planner, tax CA, or vetted product your situation needs. Built in India by people who lived the gap.

Advisors✦Planners✦Tax CAs✦Estate specialists✦NRI specialists✦Vetted MF baskets✦PMS✦Succession kits✦Advisors✦Planners✦Tax CAs✦Estate specialists✦NRI specialists✦Vetted MF baskets✦PMS✦Succession kits✦
What we believe

Four ideas built this whole thing. We keep coming back.

01

Most people who have built something have nobody planning around it.

You have a CA who files taxes and a broker who places trades. Maybe an insurance agent who sold a policy a few years back. Nobody is sitting with all of it and planning. That is the gap.

02

One good match beats five intro calls, every time.

Five competing pitches drown out the question. One person, plan, or product that already understands where you sit helps you decide. We sort once, well, and the partner pays only when the match holds.

03

AI should do the qualifying work, not the advising.

A five-minute chat maps your situation better than a twelve-page intake form. AI sorts. Humans, who answer to SEBI, advise. The boundary keeps things honest on both sides of the table.

04

Independence beats incentives.

Earntaps does not sell funds, run a PMS, or own an insurance arm. The only job is sorting you well, once. The matched partner pays a referral fee when the match holds. That is the whole model.

How we vet partners

Every partner earns their place, every quarter.

Four stages before any partner joins. Filings, fees, and client mix re-checked each quarter. Drop-offs happen. Same gate for advisors, tax CAs, and specialists.

  1. 01

    Regulatory

    SEBI registration where it applies. CFP or NISM credentials, plus a disciplinary record check up front.

  2. 02

    Track record

    Seven-plus years vintage. Verifiable AUM where it applies, plus three client references we actually call.

  3. 03

    Independence

    Fee-only or transparent. Trail commissions or kickbacks rule the partner out of the network, full stop.

  4. 04

    Conversation

    A 45-minute interview with the founding team. We are looking for humans we would trust with our own parents.

Take it when you are ready

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.

Start the 5-minute checkSee how the check works

Email only if you say yes. The check stays yours.