360 ONE - Asset & Wealth management

The Journey to 360 ONE.

We are committed to placing your needs first, always. We do this through our steadfast focus on delivering performance in the long-term. Beyond performance, our personalized, innovation-led approach and responsive culture enable us to offer you that extra edge.

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We are 360 ONE

We embody the 360 ONE promise every day, through our actions. Our culture gives us the confidence on driving continued success and value creation for all our stakeholders. We believe, embrace, and live these values and behaviours every day

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Client-centric
Our single-minded focus is on our clients, always. We care, we listen, we learn, and we execute to deliver beyond client expectations.
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Entrepreneurial
We have extreme ownership from ideation to execution. We are innovative, agile and outcome oriented.
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Right in spirit and letter
We do what is right over what is easy, for our clients, fellow employees, and stakeholders. We are transparent, honest, and courageous.
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People-oriented
We are inspired, collaborative and inclusive. Above all, we respect each other as individuals, colleagues and stakeholders working towards the same goal.
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Change Champions
We embrace and accept change. We are driven by passion and a positive attitude. We seek opportunities to continuously learn and grow.
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Rigorous & Risk-Conscious
We are thorough & analytical in our decision-making for clients & our own business. Our enhanced risk awareness & robust governance mechanism helps navigate through all scenarios.

360 ONE Leadership

Our culture of high performance and personalized attention have been founding principles throughout our journey over the last 16 years. Our leadership has been instrumental in shaping our client-centric approach since inception.

Anup Maheshwari - Co-Founder and CIO, AssetAnup Maheshwari - Co-Founder and CIO, Asset
Yatin Shah - Co-founder, 360 ONE Yatin Shah - Co-founder, 360 ONE
Karan Bhagat - Founder, MD and CEO, 360 ONEKaran Bhagat - Founder, MD and CEO, 360 ONE
Vikram Malhotra - Co-Founder and CEO, 360 ONE GlobalVikram Malhotra - Co-Founder and CEO, 360 ONE Global
Anirudha Taparia - Co-Founder and Joint CEO, WealthAnirudha Taparia - Co-Founder and Joint CEO, Wealth
Anup Maheshwari - Co-Founder and CIO, AssetAnup Maheshwari - Co-Founder and CIO, Asset
Yatin Shah - Co-founder, 360 ONE Yatin Shah - Co-founder, 360 ONE
Karan Bhagat - Founder, MD and CEO, 360 ONE

Karan Bhagat

Founder, MD and CEO, 360 ONE

Karan has more than two decades of experience in the financial services industry. He provides direction and leadership towards the achievement of 360 ONE's strategic goals and objectives. He has built a team of talented professionals, who work with and for some of the most distinguished family offices, institutions and wealthy families in India and abroad

Vikram Malhotra - Co-Founder and CEO, 360 ONE GlobalVikram Malhotra - Co-Founder and CEO, 360 ONE Global
Anirudha Taparia - Co-Founder and Joint CEO, WealthAnirudha Taparia - Co-Founder and Joint CEO, Wealth
Anup Maheshwari - Co-Founder and CIO, AssetAnup Maheshwari - Co-Founder and CIO, Asset
Yatin Shah - Co-founder, 360 ONE Yatin Shah - Co-founder, 360 ONE
Karan Bhagat - Founder, MD and CEO, 360 ONEKaran Bhagat - Founder, MD and CEO, 360 ONE
Vikram Malhotra - Co-Founder and CEO, 360 ONE GlobalVikram Malhotra - Co-Founder and CEO, 360 ONE Global
Anirudha Taparia - Co-Founder and Joint CEO, WealthAnirudha Taparia - Co-Founder and Joint CEO, Wealth

THE 360 ONE Story

We are proud of our roots and the journey that we have traversed so far. Today, we are one of India's largest asset and wealth management firms with an AUM of over $56.3 billion. Our new identity reflects our founding principles and commitment to strong relationships. We look back to where we started from, even as we forge ahead to where we want to go.

Recognition and Accolades

Awards are a validation of the trust that you have in 360 ONE. We have been honored with over 170 awards - a testament to the strength of our relationships as well as our offerings.

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Great Place To Work®

High-Trust, High-Performance Culture™ Workplace
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Asiamoney Private Banking Awards, 2022

Best Succession Planning in India
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Wealth Briefing Asia Awards, 2022

Best Wealth Manager (India)
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Brandon Hall Group Human Capital Management (HCM) Excellence Awards, 2022

Best Learning Program Supporting a Business Strategy
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THE 360 ONE Foundation

Just as our approach to managing money is revolutionizing the Indian wealth and asset management industry, our responsibility towards society, too, follows an innovative approach delivering exponential impact. As leaders in the financial sector, we believe in leveraging our core competencies and expertise. We re-imagined traditional grant-giving and evolved a more catalytic approach to deploying CSR funds to generate a higher social return and leverage by unlocking further capital, recycling funds, and a strong focus on outcomes. We vetted and co-curated interventions that use innovative or blended finance approaches that enable a multiplier effect to every contribution.
Impact: We are committed to providing better access and greater ownership as we go forward.
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Outcome-based, pay-for-success, co-pay paradigm

We provided best-in-class training and pan-India placement to underprivileged youth from Jharkhand. Improved leverage through co-funding resulted in 2.5X students getting trained and placed, and up to 4X increase in their earnings. Partner: PARFI

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08Outcome-based outreach programs
48,597Beneficiaries