What we do 360 ONE WAM Ltd is a leading Indian wealth and asset management company providing holistic financial solutions including wealth advisory, asset management, broking, lending, and alternative investments. |
Founded in 2,008 |
Market share One of India’s largest wealth and alternates asset managers with over Rs 7 lakh crore AUM and significant market presence in wealth and asset management. |
Problem solved Offers comprehensive wealth management and investment solutions addressing needs of high-net-worth individuals and institutions for capital growth, diversification and succession planning. |
Top clients or who we serve Services 8,500+ families and corporates; serves UHNI, HNI, mass affluent retail and institutional clients. Operates in B2B and B2C segments. |
Key management Karan Bhagat (Managing Director), Yatin Shah (Non-Executive Director), Akhil Gupta (Independent Director). |
Our journey and innovations Founded in 2008, rebranded in 2023, expanded through acquisitions, pioneered success fee-based alternative investment funds, and launched India's first secondaries fund. |
Where we operate India, Singapore, Mauritius, Dubai, Canada, and England with a strong domestic and growing international footprint. |
Top products or what we offer Wealth Management (360 ONE Plus, discretionary and advisory PMS), Asset Management (AIFs, PMS, Mutual Funds), Lending, Broking, Capital Markets. |
Top brands 360 ONE Wealth, 360 ONE Asset Management, 360 ONE Plus, 360 ONE Special Opportunities Fund, 360 ONE Equity Opportunity Fund, ET Money. |
Raw materials needed Not applicable; financial services based on intellectual capital and technology platforms. |
Raw materials supplier Not applicable. |
Recurring vs cyclical contribution Approximately 70% of revenue is recurring, driven by assets under management fees; rest from transactional brokerage and other income. |
Our industry position Market leader in India’s wealth alternatives segment with robust growth in AUM and top positions in asset management categories. |
Financial highlights FY25 Revenue Rs 2,652 Cr, Profit After Tax Rs 1,015 Cr; AUM Rs 5.81 lakh Cr growing 24.5% YoY; Q3 FY26 revenue Rs 826 Cr, PAT Rs 331 Cr, 20% YoY growth. |
Geographical revenue split Majority revenue from India; presence in Mauritius, Singapore, Dubai, Canada, and UK but India accounts for bulk business. |
Order book - |
Whats driving growth Strong demand for wealth and asset management in India, digital platform expansion, acquisitions (B&K, ET Money), and increasing alternative investments. |
Our future plans Scale alternate assets management, deepen mass affluent digital wealth penetration, broaden global partnerships like UBS, and diversify product offerings. |
Our green promise Committed to energy conservation, digital innovation, green energy procurement, and corporate social responsibility via 360 ONE Foundation. |
Our people and values 1750+ employees, focus on inclusive culture, low attrition (5.3%), rigorous risk management, and value-driven performance. |
Key challenges ahead Regulatory changes, market volatility, competition in wealth management and digital platforms, and talent retention. |
Interesting facts Pioneered India’s first success fee-based AIF, launched largest pre-IPO funds, received 175+ industry awards including India’s Best Wealth Manager by Euromoney. |
Risks and strategy Manage regulatory, market, operational risks via strong governance; strategy focuses on technology adoption, acquisitions, product innovation, and client retention. |
