Finitude- Financial Attitude
The brainchild, we at Three Dots Finitude work on the attitude towards financial assets for high and ultra high-net-worth individuals (HNIs & UHNIs).
In addition to our custom-designed solutions, we focus on 'uncomplicating' the entire process of Wealth Management for each client.
And the process includes - Three Dots
- You
- We
- Wealth
Our focus on building long-term relationships defines our business. Our advisory backed by a strong product with research, underscores the unmatched value of the Three Dots proposition.
Three Dots Finitude is an independent financial services company. We are truly able to offer independent and unbiased financial guidance. Our business model stands in contrast with major institutions, where financial advisors are employees of the brokerage firm and banks. They often promote in-house products and services.
We are not affiliated with any institutions. We are distributors of financial instruments. There are no external influences on our financial recommendations. This enables us to offer various solutions keeping your best interest in mind at all times.
In our world and word of wealth, we extend our services by being fearless, undoctored & heartcrafted.
Let’s Three Dots...
Our offerings
Structured Notes
A structured note is a debt security issued by financial institutions. Its return is based on equity indexes, a single equity...
Read MoreMutual Funds
When you invest in a mutual fund, you are buying shares (or portions) of the mutual fund and become a shareholder of the fund.
Read MoreBonds
Bond refers to a security issued by a company, financial institution or government which offers regular or fixed payment of interest...
Read MoreRisk Solutions health & life
Risk Solutions Health & Life, protects from long-term financial health setbacks by deploying high-quality solutions to address their ...
Read MoreTax Consultancy
For many people, the process of filing an income tax return is daunting. Tax laws change frequently, and many individuals and business owners are simply...
Read MoreFamily Office
Many families consider a family office as a way to meet their financial needs, to provide greater control over their wealth and to handle their affairs.
Read MoreFixed income instruments
Fixed Deposit is a great way to grow your savings with utmost safety. It is one of the most preferred avenues that enable you to deposit...
Read MorePMS
Portfolio Management Service is a tailor made professional service offered to cater the investments objective of different investor classes.
Read MoreEstate and Succession planning
Estate Planning is about in your lifetime laying down clear and specific processes for management and disposal of your estate in your lifetime or after death when you are no more.
Read MorePre-IPO Placements
A pre-initial public offering (IPO) placement is a private sale of large blocks of shares before a stock is listed on a public exchange. The buyers are typically private equity...
Read MoreWe
Rishabh began his career in the year 2004 as a Management Trainee and then elevated to Portfolio Manager - Imperia Banking with HDFC Bank. He left HDFC Bank in 2011 and moved as Wealth Manager with Axis Bank Burgundy Segment. Also Worked with Anand Rathi Wealth as Financial Strategist for 3 years. His last role was as Branch Head with Kotak Mahindra Bank which includes all the channels of Branch Banking i.e. Retail, Wealth, Assets.
Kamlesh began his career in 2007 as Preferred Portfolio Manager with HDFC Bank. He left HDFC Bank in 2011 and moved as Investment Counselor with ICICI Bank and finally elevated as Branch Manager within ICICI Bank. His last role was as Branch Head with Kotak Mahindra Bank. He owns 11 years of amazing career in Banking and Private Wealth Management. Out of his quest for greater management of Investors Wealth,
What Our Investor's Say
S. K. Sharma
I am associated with you for long time now. Thanks a lot for your knowledge sharing. It is really valuable and helpful which none would like to share in reality. Generally agents ask us to buy a particular mutual fund or insurance policy without taking our requirement into consideration. It’s like investing our money for sake of their profits. However I received an expert advice from you which would help me in achieving my financial goals. Many thanks!
R.J. Deshmukh
It’s been a pleasure to work with you guys. You guys have a great grasp in this field and have been a strong advisor to me and my company. I finally I have confidence that my back office is in good hands.
Nishita
This is what financial Advisors should do! I have never had this kind of experience in the past with financial advisers and this is the kind of service I have been looking for. It’s nice to have one place to come to for all financial solutions.
