360 One
360 ONE is an India-listed wealth and asset management firm serving 8,500+ UHNW and HNW families, family offices, and corporates across 50+ Indian cities and global diaspora hubs, with ~US$74 billion AUM across advisory, PMS, mutual funds, private equity, private credit, and merchant banking.
- Company typePublic
- Founded2008
- HeadquartersMumbai, India
- Headcount501–1,000
- GTM typeB2B and B2C
- OfferingServices
What 360 One does
360 ONE WAM LIMITED (formerly IIFL Wealth Management) is an India-listed, Mumbai-headquartered wealth and asset management firm founded in 2008 by Karan Bhagat. The group operates two synergistic engines — 360 ONE Wealth (advisory, portfolio management, family office, estate planning, lending, and broking via 360 ONE Distribution Services) and 360 ONE Asset (mutual funds, alternative investment funds, private equity, private credit, real assets, and PMS) — supported by a SEBI-registered Investment Banking division and a 2026-licensed GIFT City subsidiary for cross-border fund management.
The firm runs a relationship-led distribution model through dedicated wealth advisors across 50+ Indian cities plus international offices in the USA, Canada, UAE, Singapore, and the UK. Proprietary technology components include the S-C-D-V classification framework, an Investment Policy Statement (IPS) governance platform, the Wealth Open discretionary/advisory platform, and the DynaSIF long-short Strategy Investment Funds platform. Underlying infrastructure spans online trading portals, mobile apps, NSDL/CDSL depository participation, and membership on BSE, NSE, MCX, and NCDEX.
360 ONE earns primarily through recurring advisory and management fees on total AUM of approximately US$74 billion (~Rs 6,74,492 crore), supplemented by transaction-based investment banking fees, distribution commissions, and lending-related income. FY26 consolidated revenue of Rs 4,361.62 crore and net profit of Rs 1,216.17 crore reflect a high-margin, AUM-linked model serving 8,500+ UHNW/HNW families and corporates. Strategic actions in 2025-2026 include acquisition of B&K Securities and ET Money, launch of a Rs 1,000+ crore Defence & Aerospace Fund, closure of a $400M Private Credit Fund V, SEBI approval for GIFT City operations, and build-out of an Equity Capital Markets team to compete for IPO mandates.
360 One firmographics
Firmographics- Name
- 360 One
- Legal name
- 360 ONE WAM LIMITED
- Website
- https://360.one
- Company type
- Public
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Short description
- 360 ONE is an India-listed wealth and asset management firm serving 8,500+ UHNW and HNW families, family offices, and corporates across 50+ Indian cities and global diaspora hubs, with ~US$74 billion AUM across advisory, PMS, mutual funds, private equity, private credit, and merchant banking.
- Ownership category
- akta.pro rank
360 One industry classification
Industry- Product category
- Wealth and Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Other Financial Vehicles (525990)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM), Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)
Keywords
Where 360 One is headquartered
LocationHeadquarters
- HQ city
- Mumbai
- HQ country
- India
- HQ region
- Asia
Offices1 record
Markets served
360 One business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Wealth Management Advisory Fees: Recurring advisory fees from managing wealth of HNW and UHNI clients, including investment management, estate planning, and family office services.
- Asset Management Fees: Management fees from mutual funds, alternative investment funds, and portfolio management services across public and private market asset classes.
- Investment Banking Services: Advisory and execution fees for capital market transactions including IPOs, FPOs, QIPs, and rights issues as a SEBI-registered merchant banker.
- Distribution Fees: Revenue from distribution of third-party financial products including mutual funds, insurance, and alternative investment products.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Wealth management services with personalized advisory |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
360 One product offering
Product offeringCore offering
360 ONE provides holistic wealth and asset management solutions to ultra-high-net-worth individuals, high-net-worth families, family offices, and corporate treasuries. It operates two synergistic divisions: 360 ONE Wealth (advisory, portfolio management, estate planning, family office, and lending services) and 360 ONE Asset (mutual funds, alternative investment funds, private equity, private credit, and real assets). It also offers investment banking (merchant banking for IPOs/QIPs), stock and commodity broking, and depository services through wholly-owned subsidiaries.
Product overview
360 One operates a comprehensive wealth and asset management platform structured around two core divisions: 360 ONE Wealth and 360 ONE Asset. The Wealth division provides full-service wealth management including investment advisory, estate planning, family office solutions, and lending services through platforms like Wealth Open. The Asset division manages mutual funds (including Focused Fund, Flexicap Fund, Passive ELSS Fund, Quant Fund, Balanced Hybrid Fund, MAAF, Dynamic Bond Fund, and ETFs), alternative investment funds (private equity, private credit, real assets), and portfolio management services. Supporting infrastructure includes 360 ONE Distribution Services (stock and commodity broking), 360 ONE Investment Banking (merchant banking), and specialized platforms like the DynaSIF hedge fund platform. The company holds approximately US$74 billion in total AUM across businesses and serves over 8,500 UHNW and HNW families and corporates.
Differentiator
Problem solved
Functional benefit
Brands
- 360 ONE Wealth Open: Marquee wealth management offering with dynamic asset allocation, transparent fees, and process-driven approach
- The Reserve
- DynaSIF
- MAAF
- 360 ONE Wealth Creators List
- DIVE
- HerSelf
Products and services
- 360 ONE Wealth
- 360 ONE Asset
- 360 ONE Mutual Funds
- 360 ONE Portfolio Managers (PMS)
- 360 ONE Distribution Services Ltd (DSL)
- 360 ONE Investment Banking
- 360 ONE Private Equity
- 360 ONE Private Credit
- 360 ONE Real Assets
- DynaSIF
- 360 ONE Online Trading Platform
- 360 ONE Defence and Aerospace Fund
- 360 ONE ELSS Nifty 50 Tax Saver Index Fund
- 360 ONE Special Opportunities Fund (Pre-IPO Fund)
- 360 ONE Seed Ventures Fund 1
Quantifiable outcome
- AUM of ₹6,74,492 Cr (US$74 billion)
- +2 more outcomes
Companies that use 360 One
Customer profileNamed customers1 record
Segments4 records
Ideal customer profiles5 records
360 One technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
360 One partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- 360 ONE Global Asset Management (IFSC) - GIFT City Subsidiarycore360 ONE Asset Management received SEBI approval to expand its GIFT City subsidiary into international wealth and fund management services, providing management and advisory services to offshore funds, insurance funds, pension funds, and Foreign Portfolio Investors.
- Go Digit General Insuranceminor360 ONE Capital hosted Go Digit General Insurance for analyst and institutional investor meetings at investment conferences between May 29 and June 8, 2026.
- 360 ONE WAM - ECM Teamcore360 ONE WAM is building out its equity capital markets team as a new entrant in the investment banking space, competing with established banks for IPO advisory mandates and raising compensation by up to 30% to attract dealmakers.
Scale indicators10 records
Recent moves6 records
Expansion highlights6 records
360 One competitors and assessment
Company assessmentEmerging players
- Tata Capital Wealth: Wealth management arm of Tata Capital serving HNW and UHNW clients with advisory, distribution, and lending solutions. Increasingly comparable as Tata Group expands wealth offerings, though currently at smaller AUM scale.
- Sanctum Wealth: Independent Indian wealth management firm focused on UHNW families and family offices with bespoke advisory, estate planning, and investment solutions. Comparable segment and service model though smaller scale than 360 ONE.
Direct peers
- HDFC Wealth Management: Wealth management arm of HDFC Group (post-HDFC Securities and Credila consolidation), serving HNW/UHNW clients with advisory, distribution, and portfolio management services. Direct peer in the relationship-led UHNW segment.
- Motilal Oswal Wealth Management: Indian wealth and asset manager combining PMS, mutual funds, private equity, and wealth advisory across HNW/UHNW segments with comparable product breadth and India-only distribution focus.
- ASK Wealth Advisors: Independent India-focused wealth manager serving HNW/UHNW families with portfolio advisory, PMS, and family office services. Comparable scale and segment focus, though narrower product range than 360 ONE.
- Nuvama Wealth Management: India-listed wealth and asset management firm (formerly Edelweiss Wealth) offering wealth advisory, asset management, and capital markets services to HNW/UHNW clients. Most direct comparable on Indian exchanges given similar business mix, AUM scale, and client segment focus.
- Kotak Mahindra Bank (Private Banking / Kotak Wealth): Kotak's private banking and wealth management franchise serves UHNW and HNW clients across India with a comparable product set including PMS, advisory, and family office services, operating at similar AUM scale as 360 ONE.
Broad incumbents
- ICICI Bank Private Banking: Private banking arm of ICICI Bank, one of India's largest banks, offering wealth advisory, investment products, and family office services to HNW clients. Competes with 360 ONE across HNW/UHNW segments but as part of a much broader banking franchise.
- BNP Paribas Wealth Management (India): Global private bank's India franchise serving UHNW clients with cross-border wealth solutions. Comparable at the UHNW segment but embedded within a much larger global bank with broader product capabilities.
- Julius Baer (India): Swiss global wealth manager with established India presence serving UHNW Indian families. Direct overlap at the UHNW tier but operates as a global specialist private bank rather than an integrated domestic wealth + asset platform.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
360 One social profiles
Digital presence360 One compliance and trust
Trust signalCompliance9 records
360 One financial estimates
Financial estimateRevenue estimate
Valuation estimate
360 One leadership team
Management profileNumber of profiles
Profiles5 records
360 One subsidiaries and ownership
Company hierarchySubsidiaries5 records
360 One funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
360 One M&A and investment
M&A and investmentM&A
Investments10 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about 360 One
What does 360 One do?
360 ONE provides holistic wealth and asset management solutions to ultra-high-net-worth individuals, high-net-worth families, family offices, and corporate treasuries. It operates two synergistic divisions: 360 ONE Wealth (advisory, portfolio management, estate planning, family office, and lending services) and 360 ONE Asset (mutual funds, alternative investment funds, private equity, private credit, and real assets). It also offers investment banking (merchant banking for IPOs/QIPs), stock and commodity broking, and depository services through wholly-owned subsidiaries.
Is 360 One a public or private company?
360 One is a public company. It is classified as public and is currently operating.
When was 360 One founded?
360 One was founded in 2008. It employs 501 to 1,000 people.
Where is 360 One based?
360 One is headquartered in Mumbai, India, in the Asia region.
How does 360 One make money?
Four revenue lines are on record. Wealth Management Advisory Fees are the primary driver. The others are asset Management Fees, investment Banking Services and distribution Fees.
Who are 360 One's main competitors?
Emerging players on record are Tata Capital Wealth and Sanctum Wealth. Direct peers are HDFC Wealth Management, Motilal Oswal Wealth Management, ASK Wealth Advisors, Nuvama Wealth Management and Kotak Mahindra Bank (Private Banking / Kotak Wealth). Broad incumbents are ICICI Bank Private Banking, BNP Paribas Wealth Management (India) and Julius Baer (India).
Does 360 One have an API?
No public API is recorded for 360 One.
What industry is 360 One in?
360 One's product category is Wealth and Asset Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAABAM, Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs). Its NAICS code is 523940 and its SIC code is 6282.