Focus On What Truly Matters To You, With A Professionally Managed Family Office

Business families manage diverse priorities, from investments and governance to succession and legacy. At 360 ONE Wealth, we understand the complexities of ultra-high-net-worth families. Our bespoke Family Office solutions let you focus on what truly matters: quality time with loved ones, nurturing your business and ensuring your well-being.

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

Bespoke Solutions For Your Wealth, Family & Legacy

360 ONE Wealth assists family offices throughout the wealth lifecycle, from wealth initiation at the start-up stage to wealth unlocking, preservation, monetisation, and succession.

While wealth creation is your forte, our strength is helping you preserve and grow it. We work closely with you to develop an Investment Governance Framework and a personalised Investment Policy Statement (IPS), designed to preserve your wealth while maximising its potential.

Investment Management

Tax Planning

Trusts & Estates

M&A Assistance

Preserve your family’s wealth and values with a robust family office strategy

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.

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.

SEBI Regn. No. : Broking INZ000296339 / DP-IN-573-2021 / RA - INH000011431 / ARN - 181727 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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