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| Type | Private |
|---|---|
| Industry | Wealth management |
| Founded | 2008 |
| Founders | Karan Bhagat, Yatin Shah |
| Headquarters | Mumbai, India, |
Key people | Karan Bhagat (founder, MD, & CEO) Yatin Shah (co-founder, 360 ONE & CEO, 360 ONE Wealth) |
| Total assets |  ₹7.11 lakh crore AUM (2025) |
360 ONE Wealth is an Indian wealth management company headquartered in Mumbai, India.[1][2] It was rebranded from IIFL Wealth Management to 360 ONE Wealth in November 2022.[3][4][5][6]
History and background
editThe company was incorporated on 17 January 2008 as IIFL Wealth Management Limited,[7] a subsidiary of IIFL Holdings.[3][4] It initially operated under a commission-based structure before transitioning to a fee-based advisory model.[4][5] The firm later adopted a trail commission model and implemented a fee-based platform for investment products before the Securities and Exchange Board of India (SEBI) introduced regulations prohibiting upfront commissions.[5][4][8]
In October 2015, General Atlantic acquired a 21.6% stake in the company.[4][9]
In March 2022, Bain Capital acquired an approximately 25 per cent stake in the parent company.[10] In 2025, the company entered into an exclusive strategic collaboration with UBS. As part of the collaboration, 360 ONE acquired UBS’s onshore wealth management business in India, and UBS acquired warrants for a 4.95% stake in 360 ONE.[11]
In 2025, the company also finalised the acquisition of the Indian brokerage house Batlivala & Karani Securities India (B&K Securities) and its unit B&K Finserv. B&K Securities became a wholly owned subsidiary of 360 ONE.[12]
Later in the year, B&K refreshed its brand identity and began operating under the new public brand 360 ONE Capital.[13]
Services
edit360 ONE Wealth consists of investment advisory, product distribution, lending, and estate planning for high-net-worth individuals and family offices. The parent company manages assets across public and private equity, private credit, and real assets.[14] International operations in the United States, Canada, Dubai, and Singapore facilitate cross-border investment structures.[14] Assets under management totaled approximately ₹7.11 lakh crore in December 2025.[15]
References
edit- ↑ Bhalla, Aakriti (2025-07-29). "360 One wrote the wealth-management playbook. Now it is learning a hard lesson". The Ken. Retrieved 2026-03-17.
- ↑ Jha, Sneha. "How IIFL Wealth Management capitalized on AI for delivering portfolio statements to HNI customers". ETCIO.com. Retrieved 2026-03-17.
- 1 2 "IIFL Wealth Management Ltd" (PDF). HDFC.
- 1 2 3 4 5 "IIFL Wealth Management" (PDF). Motilal Oswal Financial Services.
- 1 2 3 "India's 360 One Loses International Co-Founder Malhotra and Team". bloomberg.
- ↑ Kumar, Abhishek. "IIFL Wealth rebrands as 360 ONE, to rename its MF, PMS and AIF schemes too". www.business-standard.com. Archived from the original on 2023-06-02. Retrieved 2026-03-17.
- ↑ "A Study on Commodity Futures with Reference to Selected Precious Metal at IIFL Wealth Management". Marri Laxman Reddy Institute of Technology & Management.
- ↑ "IIFL Wealth exits advisory business post SEBI circular" (PDF).
- ↑ Arora, Rajat (2016-01-07). "CCI approves General Atlantic acquisition of 21.61% stake in IIFL Wealth". The Economic Times. ISSN 0013-0389. Retrieved 2026-03-17.
- ↑ Parmar, Beena (2022-03-31). "Bain Capital to acquire 25% in IIFL Wealth; General Atlantic, Fairfax part exit | Company Business News". mint. Retrieved 2026-03-17.
- ↑ LI, Selena; Mukherjee, Hritam. "UBS resets India strategy with 360 ONE deal". reuters.
- ↑ "360 ONE WAM stock falls 9% amid IT raid, Kotak questions B&K Securities acquisition;". Moneycontrol. Archived from the original on 2025-02-01. Retrieved 2026-03-17.
- ↑ C, Mansi Verma,Priyamvada (2026-01-20). "360 One raises ₹1,000 crore defence, space fund as private capital steps up". mint. Retrieved 2026-03-17.
{{cite web}}: CS1 maint: multiple names: authors list (link) - 1 2 Kumar, Anishaa. "Wealth Index: Most HNIs and ultra HNIs have return expectations of 12-15%". www.moneycontrol.com.
- ↑ Madhvendra. "360 One Rs 6.1-Lakh-Crore Wealth Engine: Can Recurring Revenue Power Its Rs 2,100-Crore Profit Ambition?". NDTV.