3Q 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.


Satisfied Global Private Families


Countries of operations


"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:

“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


Manoj Dedhia (Business Owner – Textile)

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.

Shantanu Bagchi (An Energy Sector Expert)

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!

Abhresh Mukherjea (Retired General Manager of an International Airline)

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.

Jayesh Shah

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.