360 One

What 360 One does

360 One (legal entity: 360 ONE WAM LIMITED, CIN L74140MH2008PLC177884) is a publicly listed Indian wealth and asset management firm founded in 2008 as IIFL Wealth Management and subsequently rebranded. The group operates through wholly-owned subsidiaries: 360 ONE Asset Management Limited, 360 ONE Alternates Asset Management Limited, 360 ONE Portfolio Managers Limited, 360 ONE Distribution Services Limited (stock and commodities broking, DP with NSDL/CDSL), and 360 ONE Investment Advisory Services Limited (SEBI-registered merchant banker, registration INM000012801). Total AUM across wealth and asset management businesses is approximately US$74 billion (INR 6,74,492 crore), with the asset business holding roughly $11 billion (including ~$6 billion in private markets and $2.1 billion in offshore mandates across USA, Canada, UAE, Singapore, and Europe) and 360 ONE Mutual Fund AUM exceeding INR 9,580 crore as of March 31, 2024.

The company's core technology stack rests on a proprietary S-C-D-V (Secular, Cyclical, Defensive, Value Trap) classification framework that screens companies using long-term profit growth and return on equity thresholds for consistent cross-cycle portfolio construction, supplemented by an open-architecture product selection model and a team of 50+ research experts. Product surface spans wealth advisory, estate planning, family office solutions, and lending; mutual fund schemes (Focused, Flexicap, Passive ELSS, Quant, Balanced Hybrid, MAAF, Dynamic Bond, Liquid, Overnight, Gold ETF, Silver ETF); portfolio management services with discretionary mandates; alternative investment funds (AIFs) across private equity, private credit, real assets, and renewables; broking; and merchant banking services for IPOs, FPOs, rights issues, and QIPs. DynaSIF Specialized Investment Fund products (Equity Long-Short Fund launched February 2026, Active Asset Allocator Long-Short Fund launched March 2026) extend the product set into long-short equity and multi-asset long-short strategies.

Revenue is generated primarily through recurring management and advisory fees on AUM (Wealth Management Advisory, Mutual Fund Management, AIF Management, PMS), transaction-based brokerage commissions (DSL), and episodic investment banking advisory fees. The go-to-market is sales-led, combining relationship management for UHNW/HNW clients across 50+ Indian towns and cities with self-serve digital platforms (Express5 trading, Wealth Open, Quick Invest), mutual fund distributor (MFD) networks, and direct institutional channels for offshore mandates. The firm serves over 8,500 UHNW and HNW families and corporates, with a primary focus on first-generation entrepreneurs, business families, ultra-HNIs, family offices, and corporate treasuries. Reported financials for Q3 FY2025 show 360 ONE Portfolio Managers Limited posting a standalone net profit of INR 27.18 crore with a 79.09% operating profit margin, and a 19.58% year-on-year rise in standalone net profit. Private credit originations scaled from approximately INR 6,600 crore in 2024 to INR 7,000 crore in 2025.

Name

360 One

Legal name

360 ONE WAM LIMITED

Website

https://360.one

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

501–1,000 employees

Short description

360 One is a publicly listed Indian wealth and asset management firm managing approximately US$74 billion in AUM. It serves over 8,500 UHNW/HNW families, family offices, corporate treasuries, and institutional investors across India and offshore via wealth advisory, mutual funds, PMS, alternative investment funds, broking, and investment banking.

Ownership category

akta.pro rank

Headquarters

HQ city

Mumbai

HQ country

India

HQ region

Asia

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management Advisory Fees: Fees from providing comprehensive wealth management services including investment advisory, portfolio management, and financial planning for HNW and UHNW clients.
2. Mutual Fund Management Fees: Management fees charged on mutual fund AUM. The company offers multiple mutual fund schemes across equity, hybrid, and debt categories.
3. Alternative Investment Fund (AIF) Management: Fees from managing alternative investment funds including private equity, private credit, real assets, and fund-of-funds.
4. Portfolio Management Services (PMS): Segregated portfolio management for individual investors with discretionary mandates, charging management and performance fees.
5. Broking and Trading Services: Stock and commodities broking services through 360 ONE Distribution Services Ltd, including internet-based trading, mobile trading, and dedicated dealer services. Revenue from brokerage commissions on equity, derivatives, and commodity trading across BSE and NSE.
6. Investment Banking Advisory: Merchant banking services including IPO underwriting, FPO support, rights issues, QIPs, and other capital-raising advisory through SEBI-registered merchant banker.

Pricing tiers

Go-to-market motion1 record

Distribution channels6 records

Marketing channels6 records

Core offering

360 ONE provides holistic wealth management and asset management solutions targeting high-net-worth and ultra-high-net-worth individuals, families, family offices, and corporates across India. Its wealth business delivers personalized investment advisory, estate planning, family office solutions, and lending solutions, while its asset business offers investment products across listed equity, private equity, private credit, real assets, mutual funds, portfolio management services, and alternative investment funds, complemented by broking and investment banking services.

Product overview

360 ONE is a leading Indian wealth and asset management firm serving HNIs, UHNIs, and family offices with approximately US$74 billion in assets under management. The company operates two core business segments: 360 ONE Wealth (wealth management) and 360 ONE Asset (asset management). The wealth segment offers personalized advisory, estate planning, family office solutions, and lending solutions through platforms like 360 ONE Wealth Open. The asset segment provides diversified investment products across public and private markets, including Mutual Funds (Focused Fund, Flexicap Fund, ELSS, Quant Fund, Balanced Hybrid Fund, MAAF, Dynamic Bond Fund, Liquid Fund, Overnight Fund, Gold ETF, Silver ETF), Portfolio Management Services, Alternative Investment Funds covering Private Equity, Private Credit, Real Assets, and Listed Equity. The firm also offers investment banking services, broking through 360 ONE Distribution Services (DSL), and recently launched Specialized Investment Fund (SIF) products under the DynaSIF brand. All services are integrated under a unified approach where wealth management insights inform asset product development.

Differentiator

Problem solved

Functional benefit

Brands

• 360 ONE Wealth Open: Dynamic asset allocation platform with transparent fees and process-driven approach
• The Reserve
• 360 ONE DSL
• DIVE
• HerSelf
• Founders Day
• DynaSIF
• MAAF

Products and services

• 360 ONE Wealth Comprehensive wealth management services for HNIs and UHNIs, offering personalized investment advisory, portfolio management, estate planning, family office solutions, and lending solutions to preserve, grow, and transfer wealth across generations.
• 360 ONE Asset Asset management firm offering products across multiple asset classes including listed equity, private equity, private credit, and real assets, focused on creating risk-adjusted alpha for clients.
• 360 ONE Mutual Funds Mutual fund offerings including Focused Fund, Flexicap Fund, Passive ELSS Fund, Quant Fund, Balanced Hybrid Fund, MAAF, Dynamic Bond Fund, Liquid Fund, Overnight Fund, Gold ETF, and Silver ETF.
• Portfolio Management Services (PMS) Discretionary segregated portfolio management tailored to individual investor objectives, supported by research-led decisions and active oversight with Growth-Oriented and Balanced Allocation strategies.
• Alternative Investment Funds (AIF) Privately pooled investment vehicles including private equity, private credit, real assets, and renewables, offering structured access to private markets beyond traditional investment avenues.
• 360 ONE Private Equity Private equity platform spanning venture capital, growth equity, late-stage private equity, pre-IPO, secondaries, and fund-of-funds investments, backed by deep sector expertise and strong understanding of Indian capital markets.
• 360 ONE Private Credit Non-bank lending platform providing flexible innovative capital solutions focused on the under-served mid-market segment and special situations financing for large issuers.
• Real Assets Infrastructure and commercial real estate investment solutions, providing access to physical assets through tailor-made partnerships and quality investment opportunities.
• Listed Equity Listed/public equities business powered by proprietary SCDV (Secular, Cyclical, Defensive & Value Traps) framework for portfolio construction, offering Diversified, Concentrated, and Thematic strategies.
• 360 ONE Distribution Services (DSL) Full-service stock and commodities broking for HNI clients and institutions, providing internet-based trading, mobile trading, and dedicated dealer services, with depositary participant services through NSDL and CDSL.
• Investment Banking SEBI-registered merchant banking services providing end-to-end advisory and execution support for IPOs, FPOs, Rights Issues, QIPs, and other capital-raising avenues.
• Estate Planning Comprehensive estate planning solutions spanning will creation, trust setup and administration, and management of financial and non-financial assets to secure wealth and legacy.
• Family Office Solutions Multi-family office solutions addressing all aspects of family, wealth, and legacy management, including governance structures and long-term roadmaps for intergenerational wealth transfer.
• Lending Solutions Credit and lending solutions enabling clients to seize strategic investment opportunities or expand businesses through expert credit analysis and structuring.
• 360 ONE Wealth Open Marquee wealth management offering featuring dynamic asset allocation, transparent fees, and process-driven approach, consolidating the best of 360 ONE services.
• DynaSIF (Specialized Investment Fund) Specialized Investment Fund strategies offering flexible investment approaches beyond traditional mutual funds, including DynaSIF Equity Long-Short Fund and DynaSIF Active Asset Allocator Long-Short Fund.
• Multi-Stage Space and Defence Fund India's first Multi-Stage Space and Defence Fund unlocking opportunities across the full lifecycle of India's space and defence ecosystem.

Quantifiable outcome

• 19.58% rise in standalone net profit for Q3 FY2025
• +5 more outcomes

Named customers5 records

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Five partnerships are on record, tiered minor.

• PARFI (Professional Academy for Rural Folklore and Integration)minorStrategic or Co-development PartnerCSR partner for outcome-based, pay-for-success training and placement program for underprivileged youth from Jharkhand. 2.5X students trained and placed with up to 4X increase in earnings.
• Collective Good FoundationminorStrategic or Co-development PartnerCSR partner providing smart financing solutions for vulnerable women artisans through zero-interest revolving grants. Also partnered on financial literacy programs.
• Industree FoundationminorStrategic or Co-development PartnerCSR partner for artisan support programs including working capital access, capacity building training, raw material access, and market linkages.
• ArthminorStrategic or Co-development PartnerCSR partner for financial literacy and behavioral change program for nano and micro entrepreneurs, including training and commercial capital access.
• CIIE.CO (IIM-Ahub)minorStrategic or Co-development PartnerPartnership with India's leading inclusive fintech incubation platform at IIM-Ahmedabad for transformational support to inclusive lending start-ups serving low- and middle-income segments.

Scale indicators15 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Motilal Oswal Wealth Management: India-focused wealth manager serving HNI clients with research-driven advisory, PMS, and broking services. Comparable product breadth and emphasis on proprietary research frameworks parallel 360 ONE's S-C-D-V approach.
• ASK Wealth Advisors: Private wealth management firm focused on UHNW families and entrepreneurs in India with portfolio advisory and family office services. Comparable niche focus on first-generation wealth creators.
• Anand Rathi Wealth Management: Listed Indian wealth manager serving affluent and HNW clients with financial planning, mutual fund distribution, and PMS. Overlapping target customer base and similar relationship-led GTM model.
• Kotak Wealth Management: Direct competitor in Indian HNW/UHNW wealth management, offering similar advisory, PMS, and family office services with strong bank-affiliated distribution. Comparable client segments and broad product suite make it the closest peer.

Broad incumbents

• Nippon Life India Asset Management: Major Indian AMC (formerly Reliance Nippon) with broad passive and active fund offerings. Direct overlap with 360 ONE's mutual fund lineup across equity, hybrid, and passive categories.
• HDFC AMC: One of India's largest mutual fund AMCs with strong retail distribution. Overlaps with 360 ONE Mutual Fund business and competes for similar asset allocation mandates at mass-affluent and HNW tiers.
• ICICI Prudential AMC: Large Indian asset manager with diversified mutual fund offerings. Competes with 360 ONE Asset in listed equity and hybrid categories and for institutional mandates.

Others

• IIFL Securities: Former parent group of IIFL Wealth (now 360 ONE). Related through historical structure and shared brand lineage, with broking and distribution businesses that overlap with 360 ONE DSL.
• Julius Baer India:

Emerging players

• Avendus Capital: India-focused investment bank and private markets advisor with growing wealth and alternatives platform. Overlaps with 360 ONE's investment banking advisory and private equity/secondaries offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights8 records

Customer concentration

• Xx.com/360ONEWealth
• YouTubeyoutube.com/@360ONEWealth/featured
• LinkedInlinkedin.com/company/360one
• Instagraminstagram.com/official360one

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries5 records

Funding overview

Funding rounds

Investors

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

M&A

Investments10 records

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

Frequently asked questions about 360 One