We believe that knowing a client’s profile is of utmost importance before presenting him with investment options. With a probing quiz, we want our clients to answer 3 pertinent questions- 1) What are her financial goals? 2) How does she react to volatility? 3) What are her unique situations?

The answer to these three questions in-depth, gives us an appropriate insight to the client profile.

Through our international platform, a client has almost every product at her disposal. However, we are solution oriented. Understanding a client’s risk appetite, return expectations, taxation, time horizon, liquidity, legal constraints, and preferences are of utmost importance before offering a product basket. Our experienced and qualified analyst team also constantly evaluate the valuations, risks, and opportunities across various markets before arriving at the right strategy at a given point. While a client has options to invest across developed and emerging market funds, alternative investment products, bonds and structures, market linked notes, and stock portfolios, we are careful in evaluating the merits through exhaustive quantitative and qualitative analysis before creating a product basket for the clients. The focus is on the right strategy, not a product.

We analyse a client’s profile over an in-depth discussion, wanting to understand her needs, goals, risk appetite, unique circumstances, constraints, and the present investments. We can transfer all the holdings under one umbrella with streamlined view and access, for ease of tracking and getting appropriate reports. We offer the options and necessary guidance to execute changes and create the portfolio that suits the profile and goals. An experienced and trained resource with formal academic background on investment management, is assigned as the Investment Specialist touchpoint. A senior resource is attached for all queries and service requirements. We keep a track of the portfolios and review periodically for possible changes. We provide transaction and tax reports.

For clients needing to create a firewall for safeguarding their assets, we help create trusts and wills to aid in asset protection and estate planning. 

With our aim to walk hand in hand with the client in his investment journey for a lifetime, we bring in continuity of relationship touchpoint, consistency of thought process, and transparency. For us, each client is a relationship for a lifetime.

At 3Q, we combine disciplined research with a client-first approach. Our team tracks markets, economic trends, and investment products. Insights are reviewed by our investment committee to build a carefully screened list of solutions. Together, we discuss these options with you and align them to your financial plan. You benefit from our expertise and guidance, while you always make the final decision.

3Q has an outreach expanding across borders. Our Indian entity- 3Q Financial Services and International Business- ThreeQ Private Wealth Services, bring on the table Global knowledge, experience and standards, international products, and solutions to achieve true diversification, and customised opportunistic ideas for our Private Global Investors. You can practically invest in any market globally. However, the focus is on creating a solid portfolio that is relatively well poised to generate optimum returns without complicating or compromising on the quality. The portfolio can be across developed and emerging markets as per preferences and opportunities.

We have leaped towards paperless transactions and most of our transactions happen through approvals and secure authentications online. Client on-boarding and registrations are done online too.

You can track your investments, transactions, tax reports and much more through our online portal and mobile app. Additionally, your Relationship Adviser keeps sending periodic statements as per your chosen frequency.

We help construct investment portfolios within a tight knit framework, so that tracking and monitoring them constantly is an easy process. Our analyst team constantly monitors the markets, macroeconomic numbers, and specific industry/ company performances to understand the impact of changes from expected lines. The relationship advisers are updated on a weekly basis on the markets, likelihood impacts of any events or changes, and possible required changes in the whitelist of funds and securities. Our relationship advisers are trained to check the portfolios on a weekly basis.

3Q has an outreach expanding across borders. Our Indian entity- 3Q Financial Services and International Business- ThreeQ Private Wealth Services, bring on the table Global knowledge, experience and standards, international products to achieve true diversification, and customised opportunistic ideas for resident Indians, Non-Residents and Foreign citizens.