Three Dots Finitude LLP

What Three Dots Finitude LLP does

Three Dots Finitude LLP is a Jaipur, India-based wealth management and financial advisory firm founded in 2020, operating as a Limited Liability Partnership with a lean team of 7 employees. The company serves high-net-worth individuals and families, offering an integrated advisory platform that spans Financial Planning and Strategies, Family Office services, Estate and Succession Planning, Tax Consultancy, Portfolio Management Services (PMS), and Risk Management (including health and life risk solutions). The firm is also registered as a mutual fund distributor with the Association of Mutual Funds in India (AMFI ARN: 177245), enabling it to distribute mutual fund products across Asset Management Companies.

The business model is commission-driven rather than fee-based: revenue is generated primarily through trail commissions on client mutual fund holdings, with rates ranging from 0.01% (Index Funds) to 1.25% (Equity Oriented, ELSS, Thematic/Sector Funds) per annum depending on the scheme category. No proprietary technology platform underpins the service; delivery is relationship-led, relying on personal referrals, direct client engagement, and professional networking. The company is founder-owned and managed, with Rishabh Raajvanshi as founder and no disclosed institutional investment, parent entity, or external capital backing.

The firm operates within a single geographic market (Rajasthan, India), with no disclosed expansion into additional geographies, product categories beyond the initial offering set, or third-party partnerships. Technology adoption is minimal — there is no app, no API, and no AI/ML capability referenced in the source material. Customer base is described qualitatively as affluent individuals and families requiring multi-generational planning, but no named clients, client counts, or AUM figures are publicly disclosed, which limits transparency into scale and revenue predictability.

Name

Three Dots Finitude LLP

Legal name

THREE DOTS FINITUDE LLP

Website

https://threedotsfinitude.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Three Dots Finitude LLP is a Jaipur-based wealth management and financial advisory firm founded in 2020, serving high-net-worth individuals and families with financial planning, family office, estate, tax, and mutual fund distribution services on a 7-person team.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industry

Discretionary Portfolio Management (DPM) (FSAAABAC)

Keywords

• Wealth management advisory
• Financial planning services
• Estate planning consulting
• Mutual fund distribution
• Tax advisory services

Headquarters

HQ city

Jaipur

HQ country

India

HQ region

Asia

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Mutual Fund Distribution Commission: Three Dots Finitude operates as an AMFI-registered mutual fund distributor (ARN: 177245). The company earns trail commissions from various Asset Management Companies (AMCs) on mutual fund investments placed by clients. Commission rates vary by scheme type: Arbitrage Funds earn 0.05%-0.60%, Equity Oriented Funds and ELSS earn 0.50%-1.25%, Index Funds earn 0.01%-0.75%, and other fund categories earn commissions within specified ranges. This is a recurring revenue stream based on assets under management.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Three Dots Finitude LLP is a financial consultancy offering wealth management advisory services including Financial Planning and Strategies, Family Office, Estate and Succession Planning, Tax Consultancy, Portfolio Management Services (PMS), and Risk Management. The firm is also an AMFI-registered mutual fund distributor (ARN: 177245) that places client investments across various AMCs and earns trail commissions. Services are tailored for high-net-worth individuals and families seeking integrated, customized financial solutions.

Product overview

Three Dots Finitude LLP is a financial consultant company offering a unified wealth management advisory platform. Their core service portfolio comprises Financial Planning and Strategies, Family Office, Estate and Succession Planning, Tax Consultancy, Portfolio Management Services (PMS), and Risk Management. These services are delivered as integrated consulting offerings, combining financial-analytical fundamentals with customized solutions that span PMS, risk management, tax advisory, and health and life risk solutions. The company serves as an AMFI-registered mutual fund distributor (ARN:177245) providing wealth strategies focused on helping clients achieve their life goals.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning and Strategies Strategic financial planning service that helps clients identify financial and personal goals, clarify values and attitudes, assess current financial situations, and implement strategies to achieve desired objectives. Targeted at high-net-worth individuals and families.
• Family Office Comprehensive wealth management service for families providing greater control over wealth, managing investment risk, improving family cohesion and generational transition, clarifying governance, and managing personal affairs of family members. Targeted at affluent families requiring multi-generational oversight.
• Estate and Succession Planning Service that helps individuals lay down clear processes for management and disposal of their estate during lifetime or after death, including Will preparation and succession planning for business continuity. Targeted at high-net-worth individuals and business owners.
• Tax Consultancy Tax advisory service assisting clients with complying with changing tax laws, hassle-free and timely ITR filing, proper tax planning, providing assistance in Assessment, and avoiding pitfalls in tax returns. Targeted at individuals and families with complex tax situations.
• Portfolio Management Services (PMS) Professional portfolio management services providing customized investment solutions for clients. Targeted at clients seeking discretionary or advised portfolio management.
• Risk Management Risk management services helping clients identify and mitigate financial and personal risks including health and life risk solutions. Targeted at individuals and families seeking insurance and risk advisory support.
• Mutual Fund Distribution

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves5 records

Expansion highlights3 records

Direct peers

• Sanctum Wealth: Boutique Indian wealth management and family office firm providing PMS, advisory, and private client solutions to HNW families. Closely comparable niche positioning and integrated service model.
• IIFL Wealth (now 360 ONE Wealth): One of India's largest private wealth managers serving UHNW and HNW clients with discretionary PMS, advisory, and estate solutions. Comparable in service breadth, though materially larger and institutionally backed.
• Motilal Oswal Wealth Management: HNW-focused wealth advisory arm of Motilal Oswal Group offering PMS, mutual fund distribution, and financial planning to affluent Indian families. Directly comparable in target segment and integrated advisory approach.
• NJ India Invest (NJ Wealth): One of India's largest mutual fund distributors with growing wealth advisory and PMS offerings. Comparable in the AMFI MFD core business and gradual movement into higher-value advisory, though at much greater scale.
• Waterfield Advisors: India-focused multi-family office and HNW wealth advisory offering integrated investment advisory, estate, and succession planning. Highly comparable to Three Dots Finitude in service scope and target client, though at a larger national scale.
• Anand Rathi Wealth: Listed Indian wealth management firm focused on HNW distribution of mutual funds, PMS, and structured products with financial planning. Comparable in HNW focus, MF distribution, and PMS offerings, though operating at national scale.
• Validus Wealth: Independent Indian wealth management firm serving HNW and UHNW clients with discretionary PMS, financial planning, and advisory services. Directly comparable in business model, client segment, and product suite.
• Prabhudas Lilladher Wealth: Wealth management and distribution arm of Prabhudas Lilladher offering mutual fund distribution, PMS, and financial planning to Indian HNW clients. Comparable in distribution-led wealth advisory model.

Emerging players

• Kuvera: Indian direct mutual fund and wealth platform enabling self-directed and advisor-served investing. Represents the digital disruption vector that small MFDs like Three Dots Finitude must defend against, particularly with younger HNW investors.

Broad incumbents

• Kotak Wealth Management: Bank-affiliated wealth management arm of Kotak Mahindra serving HNW/UHNW clients with investment advisory, PMS, and estate planning. Comparable client focus but operates as a broad incumbent with full banking stack.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/three-dots-finitude-llp

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Three Dots Finitude LLP