3Q Wealth

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About Us

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.

125

Satisfied Global Private Families

2

Countries of operations

WE SPECIALISE IN MANAGING YOUR WEALTH AND WORRIES

Curating highly-personalised solutions for some of India’s most respected CXOs, entrepreneurs, family business owners and NRIs, 3Q is a boutique firm set up by adept Private Bankers and Investment Consultants.

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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.
  • 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

Our Satisfied Clients

Testimonials

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. I will undoubtedly recommend him and 3Q Wealth to anybody who is looking for a financial advisor!

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.