ABOUT US
"You" at the core
We are a boutique private banking firm, with deep rooted “YOU, AT THE CORE” values and principles that go way beyond a typical client-advisor relationship. Our pragmatic ideas, client-centric focus, quick turnaround time, market experience and serious capabilities enable investors to navigate volatile times across geographies, with ease.
We recognize that high-net-worth individuals and private families have needs to enhance, protect and pass on their wealth. This is often a story that evolves over the years, and one needs the comfort of working with a partner who brings to the table knowledge, capabilities, consistency, and a perpetual walk with “hand-in-hand” approach.
The biggest may necessarily not be the best, but the ones that have superior qualities, monk-like focus, incredible commitment and the right intentions could be your ideal winning “partner”.
Benefit from our expertise in global portfolio management and product selection including access to world’s leading investment managers across traditional, and alternative asset classes.
WHAT WE DO
Solutions Tailored for you
Distribution Channel
Investment services through the registered mutual fund distribution channel
Distribution Channel
Investment services through the registered mutual fund distribution channel
Custodian Services
Trust and custodian services through a panel of legal experts
Custodian Services
Trust and custodian services through a panel of legal experts
Global Platform
Global Portfolio services through regulated platforms and custodian banks
Global Platform
Global Portfolio services through regulated platforms and custodian banks
Advisory Services
Investment Advisory services for the Private families through the RIA desk
Advisory Services
Investment Advisory services for the Private families through the RIA desk
Financial Journey
Roadmap to Financial Success
It’s about making informed decisions to balance current needs with future aspirations.
Understand & Plan
Setting the Foundation
Gain a deep understanding with 3 questions related to client’s financial goals, risk tolerance, and current situation to create a comprehensive plan.
Strategize & Implement
Executing the Strategy
Translate the client’s unique goals and risk profile into a tailored financial roadmap, implementing well-researched strategies and solutions designed to achieve measurable results.
Monitor & Optimize
Ensuring Progress
Regularly review and adjust the portfolio to stay on track with goals, adapting to changes in the market or client’s life.
Communicate & Evolve
Delivering Results
Provide transparent updates, build lasting relationships, and refine strategies to ensure long-term success.
OUR KEY PARTNERS
15 Years of Client Relationships
Focused on wealth creation, growth and inter-generational transfer, our clients have been associated with the partners in the firm for more than 15 years. Here’s what they have achieved
- Superior growth of the portfolios over the longer run.
- A sense of security and confidence when it comes to the finances.
- Having a sensible and knowledgeable investment partner who keeps things simple.
- Simplest ways to diversify and global investing.
- True feeling of being an integral part of the 3Q family.
- Superior knowledge-based portfolio management and informed strategic and tactical decision making.
Let's Look At
Events & Accolades