If these questions
sound familiar to you,
your wealth deserves more.

It requires the expertise of privileged insights, access to privately listed opportunities, and the proficiency of highly qualified specialists. The journey to preserve and grow wealth is intricate, and having the right partner makes all the difference.

“Is my portfolio structured to outperform over the long-term?”

“How do I access newer products and asset classes?”

"Do my wealth managers only sell products that are beneficial to them?"

“How do I navigate market complexities and volatility?”

Wealth management at its finest.

Presenting The Reserve – a customized program from 360 ONE Wealth to cater to the unique wealth needs of HNIs. Giving you the best of both worlds – the personal attention of a dedicated Relationship Manager and the agility of cutting-edge technology.

Get The Reserve edge

01

Pedigree

Coming from the exclusive 360 ONE Wealth pedigree, The Reserve is built on a solid foundation of knowledge, expertise and trust.

02

Access to the inaccessible

Get access to exclusive investment opportunities - listed & unlisted - that you might not find elsewhere.

03

Filtered and Curated

Get an exclusively curated-for-you set of innovative solutions that have been diligently filtered from a broad spectrum of products.

04

Best of both worlds

The golden combination of a dedicated RM and a high-end app will ensure that you are always connected to your investments and of course, always connected to us.

One app.
3 bespoke ways to invest with us.

Handpick your portfolio

For those who prefer to take the lead, the highly curated list of investment products on our app allows for you to confidently go ahead and make your own investment choices.

Leave it to us

If you’d prefer to have us choose for you, our expert team will curate an investment portfolio, best suited to your needs.

Curate with us

And for those who’d like a bit of both, that’s on the table too.

Customized Investment Opportunities.
At The Reserve, we begin with a comprehensive health check of your existing portfolio and a detailed assessment of your financial goals. This personalized approach along with a curated bouquet of products work singularly towards the goal to preserve and grow your wealth.
Private Equities
Access to a wide Private Equity Spectrum ranging from early-stage startups, curated third-party funds to late-stage opportunities.
Boutique Equity Managers
Access to prime equity PMS managers with strong track records to enhance your investment strategy.
Unique DPMS Strategies
Strategies that are dynamically managed to generate Alpha and complement long equity portfolios.
Mutual Funds
A curated list of mutual funds selected through a rigorous filtering mechanism based on numerous performance & behavioural factors.

Your Partner for Holistic Wealth Management.

At The Reserve, we understand that true wealth management is never only about investment guidance. Our array of additional services will help with your wider wealth needs too.

Global Investing

Expand your portfolio with diverse opportunities across international markets.

Lending Services

Lending solutions tailored to your strategic wealth creation needs.

Wills

Seamlessly distribute your assets to next generation through will creation.

Early-stage Investing

Receive expert guidance on early-stage investments.

Accreditation

Avail reduced minimum investments in PMS and AIFs, making exclusive opportunities more accessible.

Specialized Insurance

Protect your wealth with customized insurance solutions designed to safeguard your assets.

Immigration Services

Advisory services to facilitate investment-based immigration.

A Homeground of 16 Innovation-rich & Award-rich years.

360 ONE Wealth is a trusted partner to many of India’s leading business families and has been a much-awarded leader in wealth management and private banking for over 16 years.

7,500+
India’s Wealthiest Families
5.79 Lac Cr
Assets Under Management
170+
Leading Awards from the Industry
*AUM as on 31st December 2024.

The Reserve

A specialized program from 360 ONE Wealth springboards off this wealth of experience, innovation and wisdom to bring you services that understand your needs and to guide you as you build your assets.

Ready for next-level wealth management?
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.

lines-gradient

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

© 2024 360 ONE WAM LIMITED (Formerly known as IIFL Wealth Management Limited) All rights Reserved.