Compounding Since 2008
The Story Behind
₹7,11,000 Crore
In 2008, one conviction — that India's UHNW families deserved world-class wealth management. Seventeen years later, that conviction is the largest independent wealth platform in India.
Our History
Seventeen Years of
Disciplined Compounding
Founded
Karan Bhagat co-founds IIFL Wealth Management with a conviction that India's UHNW families deserve world-class wealth management.
Created PE Category
Launched India's first Private Fund of Funds — creating the Private Equity category for Indian families.
Listed on NSE & BSE
Successfully listed, providing institutional transparency and governance at scale.
Bain Capital Invests
Bain Capital acquires 24.98% equity stake (~₹3,680 Crore). The world's most disciplined PE firm makes India's largest wealth management bet.
Rebranded to 360ONE
IIFL Wealth Management becomes 360ONE WAM Limited — reflecting 360-degree wealth management across all dimensions.
UBS Partnership
UBS acquires 4.95% stake and enters exclusive India wealth collaboration. The world's largest private wealth manager chooses one India partner.
Space & Defence Fund
India's first Space & Defence alternative investment fund — the fifth consecutive India First category creation.
₹7,11,000 Crore AUM
India's largest independent wealth platform. 8,500+ families. 27 offices. 5 countries. The compounding continues.
Leadership
The Team That
Compounds
Karan Bhagat
Founder, MD & CEO
IIM Bangalore · 17 years at 360ONE
First-generation entrepreneur who built India's largest independent wealth platform from conviction. Holds 14.2% stake. Bloomberg Businessweek featured.
Anup Maheshwari
CIO — Asset Management
DSP BlackRock · 25 years experience · SCDV Framework
Architect of 360ONE's investment philosophy. Pioneered the SCDV (Secular, Cyclical, Defensive, Value) framework — India's most cited equity allocation model.
Sameer Nath
Head — Private Equity
Chicago Booth · Iron Pillar · 20+ years PE
Built 360ONE's Private Equity platform from India's first PE fund-of-funds to a multi-strategy alternatives powerhouse. Previously at Iron Pillar, focused on technology growth equity.
Shefali Goradia
Head — Wealth Management
UHNW Specialist · 22 years · Estate Planning
Leads wealth management for India's most sophisticated families. Specialist in cross-border estate planning, trust structuring, and family governance frameworks.
Global Presence
27 Offices.
5 Countries.
India-rooted, globally connected. From Mumbai headquarters to Dubai, Singapore, and Mauritius — 360ONE's network reflects the cross-border complexity of India's UHNW families.
27
India Offices
5
Countries
400+
Family Offices
Mumbai
India
HeadquartersDelhi
India
Bengaluru
India
Chennai
India
Hyderabad
India
Pune
India
Ahmedabad
India
Kolkata
India
Dubai
UAE
Singapore
Singapore
Mauritius
Mauritius
GIFT City
India