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
00
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.
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.