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.
Knowledge Excellence
Before making the right decisions, you need to be well informed on all aspects including your own goals, risk appetite, the market knowledge and most importantly the action plan and way forward. At 3Q, we don’t extrapolate past results to make future decisions. Thorough knowledge is the key to stay ahead of the herd.
Professional Excellence
When you engage with us, you engage with a team of professionals who not only have deep market and industry experience but also are formally trained with the relevant academic background to be your knowledge partner. Like your investments, ours too are of high quality.
Service Excellence
We have a problem solving and solution-oriented attitude. We are impatient when it comes to getting your portfolio streamlined, or de-risking your assets. We work smart, and we work fast without getting stuck in mundane activities. Like you, we want to do things the right way, but that doesn’t mean that you have to compromise on the turnaround time.
125
Satisfied Global Private Families
2
Countries of operations
Our DNA
"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.
Our Services
What We Offer
Investment Management
We help you manage your global and emerging market investments across different asset classes under one umbrella through exhaustive yet focused research & knowledge-based approach. You never lose your sleep while we manage your portfolio through non-adventurous and steady solutions.
Estate & Succession Planning
We help grow your wealth, protect it by creating firewalls, optimise and plan to make intergenerational wealth and estate transfer through robust and watertight solutions that make the process tax and cost efficient.
International Investments
Our international solutions cater to investors of all nationalities across the globe. Our clientele comprises private families across the US, UK, Gulf, India, and Southeast Asia. We help create portfolios across the developed and emerging markets to take advantage of stable and growing markets.
Private Family office
Sometimes your needs are unique and profile private. We offer customised services to help you meet your financial objectives and goals. From estate to taxes, portfolios to companies, joint family wealth to multinational holdings across different tax jurisdictions, we offer comprehensive customised solutions through international custodians and qualified legal and tax advisers.
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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:
- Superior growth of the portfolios over the longer run.
- A sense of security and confidence when it comes to the finances.
- True feeling of being an integral part of the 3Q family.
- Having a sensible and knowledgeable investment partner who keeps things simple.
- Simplest ways to diversify and global investing.
- Superior knowledge-based portfolio management and informed strategic and tactical decision making.
“Too many people spend money they earned to buy things they don’t want, to impress people that they don’t like.”
~ Will Rogers