360 ONE Wealth

What 360 ONE Wealth does

360 ONE Wealth (formerly IIFL Wealth Management Ltd) is a publicly listed Indian wealth and asset management firm founded in 2010 and headquartered in Mumbai, serving ultra-high-net-worth and high-net-worth individuals through a dedicated relationship-manager channel. The firm operates a multi-vertical platform spanning wealth advisory, financial product distribution, in-house asset management, broking (post the Batlivala & Karani acquisition), digital wealth (post the ETMoney acquisition), and specialized investment funds under the recently launched DynaSIF platform. It manages approximately ₹7.1 trillion in total assets — ₹6.1 trillion in wealth management AUM plus ₹98,949 crore in asset management — with 77% of revenue being recurring and annual recurring revenue of ₹619 crore, up 45% YoY.

The revenue model blends recurring advisory and management fees with transaction-based distribution commissions on mutual funds, PMS, insurance, and alternatives. Distribution commissions scale at up to 1% of AUM versus 20-30 basis points for advisory fees; multi-asset assets grew 2.1x to ₹62,212 crore between FY23-FY25. Product surface now extends into Silver ETFs and equity long-short SIFs, while the broking franchise acquired in January 2025 enhances equities capability. FY26 standalone metrics show operating revenue of ₹806 crore (Q3FY26), full-year sales of ₹1,792.10 crore, and net profit of ₹643.69 crore (up 125.66% YoY).

The go-to-market is enterprise field sales via in-person relationship managers targeting UHNW and HNW Indians, supplemented by a UBS strategic partnership enabling cross-border referrals from FY27 and an expanding digital channel via ETMoney. FII ownership has surged to 38.1% as of April 2026 (up 22.8 percentage points), reflecting strong institutional investor conviction. Management's articulated targets — AUM growth of 22-24% annually and PAT of ₹2,000 crore by FY28 — frame the firm's medium-term growth trajectory.

Name

360 ONE Wealth

Legal name

360 ONE Wealth (formerly IIFL Wealth Management Ltd)

Website

https://iiflwealth.com

Company type

Public

Founded year

2010

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

360 ONE Wealth is an Indian listed wealth and asset management firm serving ultra-high-net-worth and high-net-worth individuals through relationship-manager-led advisory, distribution, asset management, broking, and emerging digital wealth channels, with approximately ₹7.1 trillion in total AUM.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Finance Services (6199)

akta.pro primary industry

Affluent / Mass-Affluent Private Banking (FSABADAC)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Digital/Hybrid Private Wealth (Robo-Enabled HNW Service) (FSAAABAO)

Keywords

• Wealth management advisory
• Portfolio management services
• Asset management funds
• Financial product distribution
• Multi-asset investing

Headquarters

HQ city

Mumbai

HQ country

India

HQ region

Asia

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Advisory Fees: Fee-based advisory services for wealth management clients. Advisory revenue grew at 34% annually between FY21-FY25, though representing a smaller portion than distribution revenue.
2. Distribution Revenue: Commission-based distribution of financial products (mutual funds, PMS, insurance, etc.). Distribution revenue grew at 41% annually between FY21-FY25, generating up to 1% of AUM in commissions versus 20-30 basis points for advisory fees.
3. Asset Management: Management of client assets through mutual funds, alternative investment funds, and other pooled investment vehicles. The asset management business contributed ₹98,949 crore in AUM. Recurring revenue now represents 77% of total revenue, with annual recurring revenue rising 45% YoY to ₹619 crore.

Go-to-market motion1 record

Distribution channels1 record

Core offering

360 ONE Wealth provides fee-based wealth management advisory, asset management, and financial product distribution (mutual funds, PMS, insurance, alternative investments) to ultra-high-net-worth and high-net-worth individuals in India. The firm manages ₹7.1 trillion in combined AUM through dedicated relationship managers offering personalised advisory, portfolio management, and institutional-quality investment solutions.

Product overview

360 ONE Wealth (formerly IIFL Wealth Management) operates as a comprehensive wealth management and asset management platform offering a portfolio of products including wealth management advisory, specialized investment funds (SIFs), ETFs (silver), and acquired broking services. The company reported combined AUM of ₹7.1 trillion with wealth management AUM of ₹6.1 trillion and asset management contributing ₹98,949 crore. Annual recurring revenue reached ₹619 crore with 77% of total revenue being recurring in nature. The DynaSIF platform provides equity long-short strategies positioned between traditional mutual funds and alternative investments.

Differentiator

Problem solved

Functional benefit

Brands

• DynaSIF: Specialized Investment Fund (SIF) platform for equity long-short strategies developed in line with Sebi's SIF framework
• DynaSIF Equity Long-Short Fund

Products and services

• 360 ONE Wealth Management Comprehensive wealth management services for ultra-high-net-worth and high-net-worth individuals, including advisory, portfolio management services (PMS), and investment advisory spanning ₹6.1 trillion in AUM.
• 360 ONE Asset Management Asset management division managing ₹98,949 crore in client assets through mutual funds, alternative investment funds (AIFs), and other pooled investment vehicles, contributing recurring management fees to revenue.
• DynaSIF Equity Long-Short Fund Open-ended equity strategy maintaining minimum 80% equity exposure with flexibility for up to 25% short exposure through derivatives, positioned between traditional mutual funds and alternative investment strategies.
• 360 ONE Silver ETF Exchange-traded fund providing exposure to silver as a precious metal through listed securities, enabling investors to gain commodity exposure alongside traditional financial assets.
• Batlivala & Karani Securities Broking Wholly-owned broking and securities business that provides equities trading and capital markets execution capabilities to clients of 360 ONE Wealth.

Quantifiable outcome

• AUM growth of 22-24% annually (medium-term guidance)
• +2 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• UBScoreStrategic or Co-development Partner · 29 January 2026360 ONE entered into a partnership with UBS enabling cross-border client referrals. The collaboration is expected to onboard clients from UBS's global network from FY27 onwards, expanding 360 ONE's reach to international UHNW clients seeking Indian market exposure.

Scale indicators15 records

Recent moves6 records

Expansion highlights5 records

Regional players

• Julius Baer: Global Swiss wealth manager focused on HNW and UHNW clients. Comparable to 360 ONE on customer tier and private banking proposition, though operating primarily outside India and serving international HNW/UHNW wealth rather than Indian domestic wealth.
• Goldman Sachs Private Wealth Management: Private wealth arm of Goldman Sachs serving UHNW clients globally with advisory, investment, and banking solutions. Comparable to 360 ONE on UHNW customer focus and multi-product offering, with much larger scale and global footprint.
• Morgan Stanley Wealth Management: Global wealth and investment management division serving affluent, HNW, and UHNW clients worldwide. Comparable to 360 ONE on customer segment and comprehensive wealth platform, though operating at much larger scale across multiple geographies.

Direct peers

• Kotak Mahindra Wealth Management: Wealth management arm of Kotak Mahindra Group offering advisory, portfolio management, and distribution services to HNW and UHNW Indian clients. Directly comparable to 360 ONE Wealth on target customer segment, product breadth, and relationship-manager-led distribution.
• Anand Rathi Wealth Management: Listed Indian wealth management firm focused on HNW and affluent clients with a relationship-manager-led advisory model. Closely comparable to 360 ONE on customer segment, advisory-first positioning, and public-market profile.
• Motilal Oswal Wealth Management: Indian wealth and asset management firm offering PMS, mutual funds, and private wealth services to HNW individuals. Comparable to 360 ONE on asset management capability and HNW focus, though smaller AUM scale.
• HDFC Wealth Management: Bank-affiliated wealth platform within the HDFC ecosystem serving affluent and HNW Indian clients with advisory, PMS, and distribution. Comparable in scale, customer mix, and full-service wealth proposition, with the added advantage of a large parent bank distribution channel.
• Edelweiss Wealth Management: Diversified Indian financial services group with wealth management, advisory, and distribution capabilities targeting HNW clients. Comparable to 360 ONE on multi-product wealth offering and Indian HNW focus.
• ICICI Bank Wealth Management: Private banking and wealth arm of ICICI Bank serving HNW and UHNW Indian clients with advisory, portfolio management, and distribution. Comparable to 360 ONE on customer segment and product breadth, with bank-affiliated distribution scale.

Others

• IIFL Securities: Listed Indian securities broking and financial services firm historically affiliated with the same IIFL group as the former IIFL Wealth Management (now 360 ONE). Comparable as an Indian capital markets peer but focused on broking rather than wealth management.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/iifl-wealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries3 records

Funding overview

Funding rounds1 record

Investors1 record

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

M&A3 records

Investments1 record

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

Frequently asked questions about 360 ONE Wealth