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 ₹ 345,000 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 6,800 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 31st December 2022. AUM includes custody assets.
At the core, 360 ONE Wealth is defined by three strong pillars:
- 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.
- 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.
- 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.
* as on 31st December 2022.