Partnering with you to build a Proficient Corporate Treasury
Running a successful business requires precision in juggling liquidity, cash flow, and capital allocation. Partner with us to build a holistic treasury strategy that covers all aspects of cash, investment, and commodity or currency exposures, and helps fortify your enterprise's financial health.
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Treasury Function Challenges
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Structuring institutional-grade treasury management platforms and processes
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Managing high cost, time and effort to build all capabilities within the firm
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Instilling stakeholder confidence in the robustness of the treasury function
Proprietary Framework For A Robust Treasury Function
Streamline your treasury operations, including cash management, investment management, hedging, and risk management.
Depth and breadth of our experience
Over the past 16 years, we have worked with a varied clientele, including dynamic start-ups, established SMEs, public-listed companies, private enterprises, not-for-profit institutions, clubs, and societies across sectors. This wealth of experience enables us to bring you the very best industry practices
Proven framework for cash flow management
Our proprietary Safety, Liquidity, and Return (SLR) framework allows you to establish effective cash flow management policies for the firm’s liquidity, funding, capital, and financial resource allocation.
Expertise that improves stakeholder confidence
Our corporate treasury clients harness our expertise and cutting-edge platforms to present stakeholders with a strikingly professional and structured approach to corporate treasury management, without having to build these capabilities within their businesses.

Build a robust and professionally managed treasury function

Voice of Our Clients

1 / 5

As one of their first clients in 2008, we have had a fruitful and satisfactory voyage with the company and our long bond is a testament to this fact. The firm has spent hours understanding our requirements and helping chart a roadmap aimed at maximum efficacy and the best possible returns.

Vijay Mansukhani

Mirc Electronics

Exceptional service, expert advice, and one of a kind ecosystem”.
My financial journey with 360 One Wealth Management has been enriching and transformative.
Their personalized approach, deep market insights, and commitment to my goals have not only grown my wealth but also imbued me with financial confidence in making decisions.
They're more than just a firm to me; they're partners in my financial future.

Mihir Kittur

Manu Parpia

Founder Managing Director & CEO, Geometric Ltd

Ashwin Mehta

Co-owner, PixelPro Management Pvt Ltd

Vikas Phadnis

Founder & CEO, Auctus Capital Services Pvt Ltd , Co-Founder – Euro Kids International

1 / 5

Attention Investors
"Prevent Unauthorized Transactions in your demat / trading account —> Update your Mobile Number/ email Id with your stock broker / Depository Participant. Receive information of your transactions directly from Exchanges on your mobile / email at the end of day and alerts on your registered mobile for all debits and other important transactions in your demat account directly from NSDL/CDSL on the same day." - Issued in the interest of investors.

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Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 01, 2020.

Update your email id and mobile number with your stock broker / depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.

Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.

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