Three Dots Finitude is an independent wealth management practice for high and ultra-high-net-worth families - built on one idea: uncomplicate the entire process, one honest conversation at a time.
Every relationship we build follows the same simple structure - not a slogan, an actual process.
We start with your goals, your family, your concerns - not a product we're trying to place. Every plan begins with understanding, not a pitch.
Our advisory is backed by real research and a strong product shelf - brought to the table as a partner in the decision, not a salesperson closing one.
The outcome of the first two dots done right - wealth that compounds quietly, in line with your goals, without needing constant intervention.
We're a distributor, not an adviser - we help you access and execute the following SEBI-regulated products.
A diversified, professionally managed core for most portfolios - equity, debt, and hybrid categories, built around SIP discipline.
Learn More ↗Category I, II and III strategies across private markets, credit, and real assets - for informed investors seeking exposure beyond conventional funds.
Learn More ↗Predictable income and capital stability - a lower-risk complement to equity-heavy portfolios, matched to your liquidity needs.
Learn More ↗Just structured conversations and informed decisions, at every stage of the relationship.
Your family, priorities, and existing portfolio - no assumptions.
Concentration, overlap, and risk - reviewed honestly, not glossed over.
A goal-linked roadmap, built around your actual balance sheet.
Ongoing conversations, not a one-time transaction.
Co-Founder & Designated Partner
17 years across HDFC Bank, Axis Bank Burgundy, Anand Rathi Wealth, and Kotak Mahindra Bank before founding Three Dots Finitude in 2020.
Co-Founder & Designated Partner
A parallel career in banking and mutual fund distribution, bringing operational depth and a second independent perspective to every client conversation.
We're a distributor - AMFI-registered under ARN-177245. We help you access and execute mutual fund and AIF products and earn disclosed trail commission; we don't charge advisory fees or provide SEBI-registered investment advice.
Three Dots Finitude itself isn't registered for PMS or SIF distribution. Where relevant, these are facilitated through our associated entities AGM Wealth and Three Dots Wealth, which hold the appropriate registrations - see our footer disclosure for exact registration numbers.
Our practice is built around high and ultra-high-net-worth individuals (HNIs and UHNIs) seeking a genuinely independent, long-term relationship rather than a transactional one.
Trail commission from AMCs on Regular Plan investments, fully disclosed on our Commission Disclosures page. No separate advisory fee on top.
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