Siddhesh is a post-graduate in Finance & Marketing from Pune University. He has more than 15 years work-experience in the areas of banking, wealth management and estate planning. Having worked for large Multinationals like Standard Chartered Bank, Citibank and Deutsche Bank, he started his own venture in 2016 by conceptualizing and setting up 3Q Private Wealth. He oversees all functions and is the backbone of the firm. It is his strong guiding force that drives the growth at 3Q. He keeps updated with regulatory changes, communicates with vendors for new product offerings, and is a part of 3Q's investment committee that ratifies the processes, whitelist of funds, and implements necessary changes in the organisation.
Co-Founder & Partner (Ind), Managing Director (UAE)
Pratik is a CFA Level 3 aspirant. A tech graduate from Bangalore University and a post grad in marketing, he has an analytical mind with a panache for numbers. He has spent his entire career that spans nearly two decades, in Wealth Management & Private Banking. He was an Associate Director in Equities & Private Banking group of HDFC Bank, and then went on to set up the Mumbai business for a South India based IFA- Wealth Advisors. He has extensive experience in NRI client management and Foreign Markets (international products). He manages key large clients of 3Q (Global Private Clients), and also ratifies the research and product ideas. He believes in knowledge driven investing and pushes the entire team to constantly learn and upgrade. He heads the business across both the jurisdictions.
Shantanu is a post graduate in marketing & international business from MIT, Pune. With an experience of more than 15 years in banking, in areas of Client acquisition, relationship management, customer engagement, talent development, he is a genuine multitasker at 3Q. He manages the aspiring affluent client segment, and the insurance referral business. He also is responsible for the HR & Admin functions. Shantanu is a great executor and the team always looks up to him in times of crisis. His earlier ventures were in IndusInd bank, Deutsche bank, Axis bank & Seed Infotech. Shantanu is pursuing the CFP certification, and has the responsibility of business development.
Partner, Sr. Vice President- Global Private Clients
With more than 7 years of experience in Asset Management and Private Wealth business, Subha is cut-out for client acquisitions in the super-HNI space. A commerce graduate and a formal degree holder in finance from Vanguard Business School, Bangalore- Subha has a perfect balance of knowledge and relationship skills to acquire and manage large clients. Her strong follow-ups, determination, persistence, diligence, and consistency set very high standards for others. Being methodical herself, she constantly pushes everyone to work more efficiently and complete things at a lesser TAT. Subha's earlier ventures include IIFL Wealth Management, Nippon Asset Management and Wealth Advisors. She is pursuing Part 2 of FRM.
Pallavi brings on the table her rich experience from leading multi-nationals like JP Morgan and Deutsche Bank in areas of transactional banking, operational and service excellence. She is responsible for client servicing and quality control. Pallavi is Certified Financial Planner and has dual degree in Marketing & Finance. She drives the client experience and process excellence at 3Q. She manages client service relationships and is also keen on acquiring new client relationships.
Ketan comes with loads of experience working in Investment Advisory, products and research roles for top Private Wealth Management outfits. He is a Certified Financial Planner and at 3Q Private Wealth, he leads the Products and the Analyst team. With his deep knowledge levels, Ketan plays a pivotal role in security selection, asset allocation calls, macro views, portfolio strategy and large portfolio consultations. His earlier ventures include IIFL Wealth Management, ICICI Securities (PWM), and Anand Rathi. Ketan is pursuing US CPA.