The 360 ONE Suite
As one of India’s leading wealth and asset management firms, we are dedicated to empowering India’s HNW and Ultra-HNW families to grow, preserve, and transfer their wealth and legacy.
Our businesses have a deeply synergistic relationship. Our insights into the Indian economy and our understanding of the needs of UHNI and HNI clients enable us to identify new opportunities and products through our asset management company that we can offer first to our clients. This flywheel effect powers growth.
Our Leaders
Meet the founding figures behind one of India’s leading wealth and alternates-focused asset management firms.
Karan Bhagat
Founder, MD, and CEO, 360 ONE
Karan has over two decades of experience in the financial services industry. As a professional entrepreneur, he set up the company in 2008, which went on to become one of India’s largest wealth and alternates-focused asset management firms. He provides direction and leadership towards the achievement of 360 ONE’s strategic goals and objectives. He has built a team of talented professionals, who work with and for some of the most distinguished family offices, institutions, and wealthy families in India and abroad.
Yatin Shah
Co-Founder, 360 ONE and Joint-CEO, Wealth
With over 20 years of experience and expertise in financial services, Yatin drives acquisition and engagement for a varied clientele, including first-generation entrepreneurs, business families and ultra-HNIs spread across over 50 towns and cities in India. He focuses on 360 ONE’s wealth advisory practice besides client services, marketing, and client experiences
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CSR & ESG
We serve our customers with focus and resolve, and the same principles shape our sustainability goals and corporate social responsibility framework.
CSR
Our social outreach framework is modelled on blended finance, born of our deep-rooted expertise and years of experience in the financial ecosystem. Our Corporate Social Responsibility (CSR) agenda is driven by inclusive growth and equitable development. We curate and vet interventions that use innovative or blended finance to create exponential impact while driving tangible outcomes and high social returns.
ESG
To strengthen our commitment to sustainable and equitable growth, we’ve integrated Environmental, Social, and Governance (ESG) in everything we do. As responsible corporate citizens, we seek to create value for stakeholders, minimise our carbon footprint, provide growth opportunities for our employees, and contribute meaningfully to society through our ESG initiatives.
Our Values
At 360 ONE, our guiding principles help us serve you and your aspirations better.
Client-Centric
Our single-minded focus is always on our clients. We care, we listen, we learn, and we execute to deliver beyond client expectations.
Entrepreneurial
We have extreme ownership from ideation to execution. We are innovative, agile, and outcome-oriented.
Right In Spirit And Letter
We do what is right over what is easy, for our clients, fellow employees, and stakeholders. We are transparent, honest, and courageous.
People-Oriented
We are inspired, collaborative and inclusive. Above all, we respect each other as individuals, colleagues and stakeholders working towards the same goal.
Change Champions
We embrace and accept change. We are driven by passion and a positive attitude. We seek opportunities to continuously learn and grow.
Rigorous & Risk-Conscious
We are thorough and analytical in our decision-making for clients and our own business. Our enhanced risk awareness and robust governance mechanism help navigate any challenge.
A Testimony to Excellence, Innovation, and Growth
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Investor Relations
Transparency and integrity are hallmarks of all that we do as an organisation. Explore our Investor Relations for an accurate account of company financials, key events and announcements, periodic reports, annual performance, and more.
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.
