Overview

Expertise, excellence & execution in wealth management like no other

360 ONE Wealth is one of the fastest growing private wealth management firms in India with an AUM around ₹ 521,000 crore*. We serve the highly specialized and sophisticated needs of high net worth and ultra-high net worth individuals, affluent families, family offices and institutional clients through a comprehensive range of tailored wealth management solutions.

We foster long-term relationships built on trust, transparency and thought leadership. 360 ONE Wealth helps more than 7,400 families in India and abroad to preserve, protect and grow their legacy. A deep understanding of clients results in a comprehensive range of tailored wealth management solutions for the discerning clients.

* As on 30th June 2024. AUM includes custody assets.

At the core, 360 ONE Wealth is defined by three strong pillars:

01

People

01

People

  • A significant portion of our firm is owned by employees.
  • Our culture of ownership drives accountability and high performance.
  • We have one of the lowest attrition rates in the Indian financial services industry.



02

Proposition

02

Proposition

  • Professional, unbiased guidance underpinned by a scientific investment process.
  • Open architecture product selection which provides unparalleled access to third party products across a wide variety of platforms and asset classes.
  • In-house asset management team to create targeted products and solutions.

03

Platform

03

Platform

  • Best-in-class technology platform enables ease of reporting, consolidated reviews, high accuracy and 24x7 availability.
  • Robust platform supported by cutting-edge portfolio analytics for fixed income and equity portfolios.
  • Comprehensive product platform with expertise across asset classes and products.

Our Presence*






* as on 31st December 2023.