Do any of these questions keep you up at night?
Are my children prepared to take on the mantle?
How do I protect my personal assets from business risks?
How do I ensure harmony in the family in the event of a wealth transfer?
How do I make more time for things that matter to me, beyond my core responsibilities?
How do I know that the team to whom I am entrusting my legacy is doing right by me?
Focus on what matters to you, with a Professionally Managed Family Office
At 360 ONE Wealth, we understand the intricate demands that accompany business families. Our Family Office solutions are designed to professionalise and strategise all aspects of your family, wealth, and legacy. By entrusting us with the complexities, you can experience the liberating feeling of focusing on what really matters: cherishing quality time with your family, nurturing your core business, and safeguarding your well-being.
The 360 ONE Wealth
Family Office Solution Suite
Our strategic offerings across all aspects of your wealth, family, and legacy can become a force multiplier for growing and sustaining your family business.
Wealth creation is your forte; let us help you grow and preserve it. Based on an understanding of your business vision, we set up an investment governance framework and craft a custom Investment Policy Statement (IPS) that outlines strategies for safeguarding and enhancing your wealth.
Investment Management
Tax Planning
Trusts & Estates
M&A Assistance
16+ Years
of Wealth management experience
7,500+
UHNW and HNW families served
₹ 5,69,372 Cr
(US$68 Bn) in assets under management
170+ Awards Won
A testimony to our excellence in wealth management
Preserve your wealth and values with a professional family office
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
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.
KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.
No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorize your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account.
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National Stock Exchange of India Ltd. Member Code: 90070
Bombay Stock Exchange Ltd. Member Code: 6633
Multi Commodity Exchange of India Ltd. Member Code: 55860
National Commodity & Derivatives Exchange Ltd. Member Code: 1239
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(Formerly known as IIFL Wealth Management Limited)
All rights Reserved.
