3Q PRIVATE WEALTH
If you want an experience that leaves you more confident, assured, and clarified about your financial goals, schedule a meeting with us.
"You" at the core
We are an international boutique private wealth management firm with the objective of partnering our clients in their investment and wealth management journey till perpetuity. We understand your evolving needs, take a holistic view of your finances, and provide you with capable and qualified inputs to get complete clarity and confidence. In a world full of data and information, we help filter out the noise and guide you to take the right decisions pertaining to your investments. We understand you, make a consultative plan, execute, monitor, review, give you the feedback, and provide necessary reports. Whether you want to grow your wealth, meet your financial goals, protect your purchasing power, create liquidity, hedge, and mitigate your risks, spend your retired life with financial freedom, or aim for intergenerational wealth transfer, we are with you at every step with the most robust planning & management. Each of our team members, irrespective of their roles, are encouraged to focus on continuous formal studies and certifications to stay ahead in this ever-changing market environment. With high knowledge quotient and superior client management skills, we ensure that we have the right capability and attitude to serve your portfolio needs.
We are with you in this journey called life as your “KNOWLEDGE PARTNER”, riding through the ups and downs of the markets. We work with you, for you, with YOU, AT THE CORE.
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Awards & Recognition
3Q Private Wealth was chosen as one of the six firms in India to receive the Emerging Advisor Award ~ Rising Star 2019 by Wealth Forum TV group, widely respected exclusive forum for the Wealth Management Industry. The jury comprised of some of the most respected and big names in the industry and the firms were evaluated basis of asset size, growth, strategy and standards among many other things.
The award was presented during the 10th annual Wealth Forum Platinum Circle Advisors Conference, held on August 29th and 30th, 2019 at J W Marriott, JUHU, Mumbai.
In the audience were the stalwarts of the industry, leading fund managers and CIOs of all Mutual Fund houses. Mr. Prashant Jain, Mr. S Naren, Mr. Suyash Choudhary, Mr. Navneet Munot, Mr. Mahesh Patil, Mr. Sunil Subramaniam were few big names.
Here’s Mr. DP Singh, ED and Mr. Ashwani Bhatia, MD of SBI Mutual Fund handing over the award to our Founder partners Mr. Siddhesh Dandekar and Mr. Pratik Sengupta.
3Q also was recognized by BSE MF Star for its commitment and support in the year 2018-19. We are proud to declare that with technology adoption, we moved a step towards 100% online transactions for Mutual Funds.
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:
“Too many people spend money they earned to buy things they don’t want, to impress people that they don’t like.”
~ Will Rogers
Our Satisfied Clients
Allow me this occasion to appreciate our association of over 10 years where you have now become more a friend first. As my private banker you adhered to strict guidelines. As my wealth manager you shared the perspectives in black & white. It was given that at 3Q ( Qualitative & Quantitative Questions on which the client’s portfolio is structured) you would take things a step forward and improvise to achieve superior service delivery.
I have known Pratik for more than 10 years now. His company 3Q Wealth has a fantastic team and am delighted to be one of their clients. The best part is that the team believes in good, robust, well-researched and solid investment advice. Driven to offer pure wealth management, they never suggest products like cards, insurance and fancy structured products which rarely if ever increase investor wealth. And that’s a great relief!
Mr Pratik Sengupta has been my financial consultant for more than a decade now. His advice and suggestions has always kept my portfolio performing better than the market sentiments. The strategic and dynamic changes that he did over the years have been instrumental in creating and managing the correct balance in my portfolio. I have been with him through three different companies, and he has been consistent in providing advice that always suits my requirements.
The 3Q Wealth team has been advising me and my family on our investment portfolio for over a year now. They are a fantastic bunch of people, highly knowledgeable and proactive. For us, they gauge the risk appetite of every family member first, and then select and suggest the most ideal products for every individual. Nimble-footed, they also turnaround queries quickly.