Three Dots Finitude

20/12/2022

Hello,

Three Dots Finitude LLP is looking for candidates for the profile-

• Operations Manager
• Wealth Manager

Preferables

Age - 23 to 32 yrs
Location/s- Jaipur
Qualification - Graduate, MBA (preferred)
Experience - Nil to 2 years

Interested may please rush their at below id’s

[email protected]
[email protected]

18/06/2022

16/05/2022

You may please catch my latest article (dated - 14th May 2022) in Times of India edition, this time writing for bit important segment i.e. Kids

Money Matters For the Kids

Regards
www.threedotsfinitude.com

Kamlesh Mandowara

28/01/2022

Citizens of India,

Greetings!!!

We encountered one situation 3 days back wherein one 29 years old boy (now our Client and not a Customer) got in touch with us confused and frustrated, because he is busy entire day in his work and in evening searching for so called best investment advisory in a country like India.

He narrated the entire story after contacting 7 Wealth Management Advisors with below 3 concerns, excerpts are -

• I want to invest 25k / month
• I want to understand Equity / Debt allocation for retirement planning
• I wanted to take Home loan of Rs 50 lac 3 years down the line, advise structure to fund my home dream

The reverts which he received -

@ We are biggest and largest AUM co. as we are managing assets worth Rs
***cr, so start with us

@ We are into this business from last ***years, so start with us

@ We are having * no. of employees in our Co., so start with us

@ We are having best IT support systems and softwares, so start with us

@ We can start investements as markets are down, so start with us

Apart from solutions, he was in receipt of all illogical points to pull him but no advisory or solutions at all.

This is really a scary situation and an abusive one too, for entire fraternity.

Think and take corrective measures if there us a gap.









Regards
www.threedotsfinitude.com

Three Dots Finitude

05/01/2022

Wealth Management cannot be secretive but yes it has to be personal.

So. when we say Personal, it means it should be absolutely yours and not to be copied of someone else’s

Hence, at least on this subject under the Sun, the Model Portfolio in all circumstances belongs to you , your family and your work.

So, just check whether you have structured personal model portfolio in place or not !!!

Do include us to create Model Portfolio, if do not have one rather structured one

Regards
www.threedotsfinitude.com

01/04/2021

Hello,

Greetings !!!

Please accept our highest gratitude for the financial year 2020-21

The year was really kind of full of excitement in terms of new event occurrence and breath taking rallies...

My extended family members, as we always mention in our notes and article’s, no event can affect the process of true Wealth Management, because the process is itself, self structured and hence why to factor in non-existent thoughts or happenings...

Our wish for this coming new FY 2021-22, may this FY bring more happiness in your lives and your Wealth reaches newer heights in more structured way !!!

Regards

www.threedotsfinitude.com

Three Dots Finitude

08/03/2021

To all best soul's out there and beautiful too...Happy Women's Day...!!!

Please find our latest article in TOI on importance of females in Wealth Management.

27/02/2021

Honoured as invitee on the launch event 'Pick a Book' at Jawahar Kala Kendra

Finding ourselves among all biggies, originated with 'pen n thoughts', is an amazing feeling...!!!

Will share my piece on story telling on moolah... #

www.threedotsfinitude.com

21/02/2021

Word & World of Wealth - A Wealth Management Program by Three Dots Finitude at Jaipur outskirts...

Gonna are the days when word of Wealth used to be presented by using confusing terms and attention seeking vocabulary.

But we have broken this myth & practise too by making it more interesting with story telling programs on Wealth Management.

Moments and glimps of the program & presented memento’s to our honorable guests...💫

A learning moments for all our attendees when they listened our 17 years of Wealth practicing stories...!!!

04/02/2021

So, we talked about moolah...a great event / webinar by - Three Dots Finitude

23/01/2021

Thanks for acknowledging and associating us as your Wealth Management Co.

Please find here another article published in Times of India today by Founder - Rishabh Raajvanshi

‘Its a Financial Thing’ - It describes on behavioral aspects and factors affecting your Wealth.

12/01/2021

Article on Wealth Management (2nd article in TOI) - "Managing Wealth in 2021", authored by Rishabh Raajvanshi - Founder Three Dots Finitude