Siddhesh Dandekar

Co-Founder

Pune, Maharashtra, India19 yrs 6 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Founder of 3Q Private Wealth managing high-profile portfolios.
Expert in wealth management and succession planning.
Strong leadership experience in top financial institutions.

Stackforce AI infers this person is a Wealth Management expert with extensive experience in financial services.

Contact

Skills

Core Skills

Wealth ManagementInvestment Advisory

Other Skills

Portfolio ManagementBankingRetail BankingStrategic Financial PlanningMutual FundsManagementFinancial MarketsRelationship ManagementCross SellingPrivate BankingCreditTeam ManagementMISBusiness Relationship ManagementCapital Markets

About

For Siddhesh, investing is a habit. He has been a passionate market watcher since his college days. Having done his Masters in Finance, he honed his skills to develop tremendous market acumen. After having worked in senior leadership positions across large Indian and MNC banks & Wealth outfits like Citi, Deutsche & IIFL, he finally founded 3Q Private Wealth in 2016 choosing the path to his passion. Today Siddhesh manages the investment portfolios of some of the largest names in Pune and the rest of Maharashtra. He is witty, friendly, a deep thinker and true guide to his client families. Siddhesh has a monk-like calmness and he helps make sense of even the most chaotic market conditions. His knowledge goes beyond traditional wealth management into the realms of succession planning as well. He is always up for a good market discussion over a cup of coffee or some beer. For 3Q, Siddhesh is its Chief Thinking Partner!

Experience

3q private wealth

Founder and Principal Partner, 3Q Private Wealth

May 2016 – Present · 9 yrs 10 mos · Pune/Pimpri-Chinchwad Area

Wealth ManagementInvestment AdvisoryPortfolio Management

Iifl wealth management ltd

AVP - IIFL Private Banking

May 2015 – Apr 2016 · 11 mos

Warmond trustees and executors pvt ltd

Associate Director - Estate Planning and Strategy - Warmond Trustees

Nov 2014 – Apr 2015 · 5 mos

Deutsche bank

Head - Private Banking and Investments - Deutsche Bank

Jun 2011 – Oct 2014 · 3 yrs 4 mos · Pune/Pimpri-Chinchwad Area

Citibank india

Citigold Relationship Manager

Jul 2010 – Jun 2011 · 11 mos · Pune

Standard chartered bank

2 roles

Relationship Manager

Jun 2006 – Jun 2010 · 4 yrs

RELATIONSHIP MANAGER

Jun 2006 – Jun 2010 · 4 yrs

Responsible for increasing the liabilities base for the branch & acquiring quality CA & SA
relationships & enhancing them. Also source fresh business for asset products
Responsible for increasing Asset Under Advice by providing client centric advice or need based
advice (Financial Planning) and in the process promoting the products and services (Mutual Funds,
Life and General Insurance, Gold funds, Real Estate funds, Structured Products, etc,) of the bank
with the help of investment advisor
Concentration on Deposit mobilization for the bank.
Maintaining and building relationships with existing HNIs and acquiring new HNIs.
Acting as a bridge between bank and client by converting needs into specifics.
Providing exclusive services to all the Excel customers.
Giving presentations, organizing events for the purpose of New Client Acquisitions.