Built Around You
With 360 ONE Wealth, you can expect customised, thoroughly researched advice. Whatever your goals, and wherever you are in your wealth journey—we’re right beside you, on your side of the table - to help you grow, preserve, and pass on your wealth and legacy.
Your Vision. Our Expertise.
We understand that your financial goals are deeply personal. That’s why every investment opportunity we bring you undergoes rigorous analysis and testing. Through our open architecture and definitive investment process, we craft strategies uniquely tailored to you. At 360 ONE Wealth, your success is built on a foundation of trust and deeply researched advice that’s always in your best interest.
Who We Serve
No two individuals are the same—and neither are the solutions we propose. Our tailored approach ensures that we meet you exactly where you are in your wealth journey.
Our understanding of the needs of India’s most distinguished individuals and families enables us to design hyper-personalised wealth management and investment solutions, allowing you to focus on what truly matters—your loved ones, well-being, and professional and personal growth.
Family offices straddle personal and professional aspirations across generations, including present-day priorities and future goals. Our Multi-Family Office solutions are meticulously designed to address all aspects of family, wealth, and legacy.
Corporate treasuries manage liquidity, cash flow, and capital allocation challenges to enable organisations to leverage funds when required. 360 ONE Wealth works with corporate treasuries to develop a holistic strategy and a well-articulated treasury policy.
What We Do
An unwavering focus on the long term, deep expertise, and institutional-grade processes enable us to be on your side of the table, always.
Investment Solutions
360 ONE Wealth’s open architecture, impartial platform and rigorous processes ensure that only the most relevant, high-performing investment opportunities make the cut. We then carefully select and match these with your individual aspirations.
360 ONE Wealth Open
Our marquee offering consolidates the best of 360 ONE for you. It features dynamic asset allocation, transparent fees, and a process-driven approach that simplifies investing. You decide how involved you want to be, while our expertise guides you to success.
Estate Planning
Our Estate Planning solutions span the gamut of will creation, setting up and administration of trusts, and management of financial and non-financial assets to secure your wealth and legacy.
Family Office Solutions
Family businesses require nuanced yet comprehensive wealth and legacy management solutions that truly reflect aspirations across generations. 360 ONE Wealth can help you set up and run a professional family office, allowing you to focus on your goals while we manage the complexities of generational wealth.
Lending Solutions
Timely capital is key to seizing new opportunities for wealth creation. With our team of experts in credit analysis and structuring, you can seize strategic investment opportunities or expand your business—all while pursuing a holistic wealth management strategy.
Grow, preserve, and transfer your wealth and legacy
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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(Formerly known as IIFL Wealth Management Limited)
All rights Reserved.
