THE 3Q STRENGTHS
EACH OF OUR ASPECTS IS DRIVEN BY OUR FOCUS ON YOU
Personalised approach
Solution oriented investing that’s customised. Building a portfolio that’s suitable to your preferences and needs.
International investing
3Q Private Wealth manages portfolios across markets and jurisdictions, for Global Private Families across US, UK, GCC, India and Southeast Asia.
Advanced Analytics
We use licensed platforms and analytics software to bring on the table most relevant and comprehensive research, and user friendly, convenient way of investing.
Strategically adept and advanced
We are hardcore analysts. We don’t sway with noise. We are always on our toes to bring the right strategy across different market and economic cycles. We slog and crunch numbers while you have a good night’s sleep. We help you stay ahead of the markets.
Experienced and knowledge-rich team
A team comprising a prudent mix of youth and experience, our members have formal education in areas of international wealth management. Members are either certified or pursuing FRM, CFA, CA, CFP, CPA certifications, apart from having Management Degrees across Finance & Marketing.
Equipped with crucial market insights
Our team toils hard through an unbelievable number of study hours to get the right insights, stay relevant and keep our clients ahead of the markets.
Why Us ?
Trusted Investment Company
- Qualified and knowledgeable approach towards investing.
- Consistency of touchpoints. No Relationship Manager concept. The partners manage your relationship.
- Thorough research based customized strategies focused on meeting your objectives.
- No product push approach. Thorough profiling to understand the suitability of an investment.
- Simplification of ideas and management focusing on cost and tax efficiency.
- Superior level of care, communication, and understanding with 365 days availability of guidance and support.
- Access to global research, international products and platform for globally diversified portfolios.
- Integrated digital tools for online transactions, mobile based applications for a streamlined digital experience.
- High skin in the game with interests aligned in the well-being of each client and portfolio.