Built Around Your Wealth Journey

01

Initiation

01

Wealth Initiation

India tax structuring

Global tax structuring

Global tax compliances

Cap table structuring

Bookkeeping, reporting and staffing

Policies and procedures

Mentoring

02

Creation

02

Wealth Creation

Investment Policy

Asset allocation

Engagement with advisors

Benchmarking and performance

Manager selection and due diligence

Identifying buyer & seller

Joint venture

Business advisory

Exit or IPO readiness

Reporting, analytics and consolidation

Review mechanisms

03

Unlocking

03

Wealth Unlocking

Buying, selling, or leasing real estate

Fund raising

Family trust or Foundation

Proposed Portfolio Guidelines

Pre-planning for Liquidity

Day zero planning for primacy liquidity

Fund Manager Interaction

Timely portfolio updates & reviews

Asset register

Tech platform and controls

04

Stewardship

04

Wealth Stewardship

Focus on family, business, & investment governance

Recognising Investment Biases

Local & international estate planning

Staggered Deployment Strategy

Detailed evaluations of investments (equity, FI & alternatives)

Philanthropy initiatives

Financial controls

Timely portfolio updates and reviews

Tech platform for investment analytics (including asset registration) and controls

Branding and social media

Alternate citizenship or residency

Property management and other passion assets

India or Global tax wealth structuring

International investing

01

Initiation

02

Creation

03

Unlocking

04

Stewardship

Your Partners for the Long Haul

360 ONE Wealth works with entrepreneurs, family offices, professionals and public figures across the entire wealth lifecycle, from the initial stages of wealth creation to intergenerational wealth transfer. Whatever stage you may belong to, we build strategies in line with your aspirations to enable you to scale to subsequent stages of growth.

Long-term success begins with a solid foundation. Our start-up advisory and pre-IPO planning solutions help you optimise your business structure, shareholding, taxation, and global presence—ensuring you’re well-positioned to unlock value when the time is right. With specialised guidance, access to strategic partners on your capitalisation table, experienced mentors, and an extensive network, 360 ONE Wealth acts as a catalyst by ensuring your business is structurally future-ready.

Wealth creation reaches its full potential when paired with strategic growth and consolidation opportunities. With a track record of assisting over 7,400 ultra-high net worth(UHNW) families, 360 ONE Wealth offers both the expertise and extensive networks to propel your business forward. Whether it's facilitating investor connections, orchestrating fundraising efforts, or identifying and executing strategic mergers and acquisitions, our services are as vast as your ambitions.

We partner with you before and after significant wealth events to optimise your journey. In the pre-event stage, we streamline holding structures, address tax inefficiencies, prepare for IPOs, or even negotiate a strategic sale. Once wealth is unlocked, our focus shifts to wealth consolidation. Our tailored Investment Policy Statement (IPS) reflects your vision, risk tolerance, and asset allocation for capital preservation. An unbiased open architecture offers rigorously vetted opportunities for stability and growth, whereas periodic reviews give you complete visibility into your portfolio.

As a founder with strategic aspirations and an expanding business, you need to institutionalise your vision for the organisation and its succession. We partner with you to understand your strategic objectives for your business and work with you to create a framework of protocols to concertise your wishes.

We also assist family businesses and offices in establishing governance structures and long-term roadmaps, preserving wealth for future generations. This ensures that the entire family is prepared, responsive and conscious of the responsibility that comes with wealth and prevents it from becoming a reason for conflict. From mentoring the next generation to crafting role and responsibility matrices and facilitating smooth transition structures, we empower you to achieve an effective intergenerational wealth transfer journey.

What we offer

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 setup 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.

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.

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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