Building

3Q Private Wealth

"You" at the core

We are a boutique investment advisory 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.
More About Us
Siddhesh Dandekar
" You at the core - a square foundation symbolizing stability and structure, with a spiraling triangle representing our deep dive into understanding each client's unique needs ensuring that every strategy we craft is tailored and aligned with your personal goals and aspirations. "
Siddhesh Dandekar
(Founder)

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

All Services

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

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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