Three Dots Finitude - Housing Loans Distributors
Member since Aug 21, 2021
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About Me
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...
About Work Experience
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.
He owns 17 years of amazing career in Banking and Private Wealth Management before founding his own Wealth Management Company - Three Dots Finitude
An MBA graduate from FMS-IIRM
Rishabh is passionate for writing short stories on Wealth Management and Behavioral Aspects of Investors and also writes periodically for Newspaper - Times of India
Experience & Qualification
Qualification
MBA
Experience as an Advisor
18 Years
Total work Experience
4 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Insurance Brokers
Housing Loans
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Three Dots Finitude
41/27, Varun Path,
Mansarover,
Mansarovar,
Jaipur,
Rajasthan, 302020
LICENSE
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Mutual Fund -
ARN No.
ARN177245 - Validity -
26-03-2024
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