360 One

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.

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

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

• Wealth management
• Asset management
• Portfolio management services
• Private banking
• Investment banking

Headquarters

HQ city

Mumbai

HQ country

India

HQ region

Asia

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management Advisory Fees: Recurring advisory fees from managing wealth of HNW and UHNI clients, including investment management, estate planning, and family office services.
2. Asset Management Fees: Management fees from mutual funds, alternative investment funds, and portfolio management services across public and private market asset classes.
3. Investment Banking Services: Advisory and execution fees for capital market transactions including IPOs, FPOs, QIPs, and rights issues as a SEBI-registered merchant banker.
4. Distribution Fees: Revenue from distribution of third-party financial products including mutual funds, insurance, and alternative investment products.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core 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

Named customers1 record

Segments4 records

Ideal customer profiles5 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Three partnerships are on record, tiered core and minor.

• 360 ONE Global Asset Management (IFSC) - GIFT City SubsidiarycoreOthers · 22 May 2026360 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 InsuranceminorGTM or Marketing Partner · 14 May 2026360 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 TeamcoreOthers · 28 April 2026360 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

Emerging 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

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

Compliance9 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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