360 ONE Wealth

For the second year in a row, 360 ONE Wealth has been recognised as Best Private Bank – India at the 14th?Asian Private Banker Awards for Distinction. In what was described as the most competitive edition of the awards to date, our approach to wealth management and private banking—grounded in deep expertise, innovation, and a client-first ethos—stood apart. This accolade is not just ours. It belongs to our clients, our team members and all stakeholders who have placed their trust in us. #PrivateBanking #360ONEWealth #AsianPrivateBanker #Award Audrey Raj Ronak Sheth Anil Mascarenhas Twinkle Sparta https://lnkd.in/da7GPaHm Asian Private Banker

What does the future of wealth management look like? In her latest article with Mint, Anupama Sharma, Executive Director of 360 ONE Wealth, shares fascinating insights into how India's affluent are reshaping their relationships with wealth managers. The most intriguing finding isn't just what services they want - it's how they want them delivered. While some prefer complete delegation, others are choosing a more collaborative approach. This isn't just about managing money - it's about building partnerships that stand the test of time. Equally fascinating is the shift towards transparency in fees and services. Today's wealthy investors aren't just looking for returns - they're seeking long-term relationships built on trust and expertise. These insights from our wealth report paint a clear picture: the future of wealth management is personal, professional, and partnership-driven. Read the full article here:?https://lnkd.in/ecTXxXdv For more such insights, check out the Wealth Index Report by 360 ONE Wealth: https://lnkd.in/grtBdSiA #WealthIndex #360ONE #WealthManagement 360 ONE

Every year, India loses ?15 trillion – equivalent to its entire education budget – not to corruption or inefficiency, but to a subtle yet pervasive force: the systematic exclusion of women from financial decision-making. What's happening? Women influence 70% of household spending, yet: ?? Manage only 23% of investments ?? Only 18% of women actively trade in equity markets ?? Women represent just 24% of mutual fund investors This isn’t just a gap, it’s a massive, missed economic opportunity. Why is this happening? ?? Lack of confidence: Only 23% of women feel confident about market investments ?? Cultural barriers: 72% cite family disapproval as a reason for not investing independently ?? Systemic bias: 68% of investment platforms aren’t designed for women What’s at stake? ?? Trapped Capital: Women’s savings remain in low-yield options, missing out on ?8.5 trillion in potential returns ?? The Multiplier Effect: Women reinvest 82% of their earnings into family welfare, compared to 38% for men ?? The Innovation Gap: Female-led startups get only 5.2% of VC funding, despite delivering 35% higher ROI What’s the solution? ?? Financial literacy programs designed for women ?? More inclusive investment tools and financial products ?? Breaking cultural taboos around women and wealth This #WomensDay, we're breaking the ?15T silence around women & wealth. For a full breakdown, read the article attached below, or download via this link: https://lnkd.in/d9x_yxrA #BreakTheSilence

As International Women's Day approaches, we take this opportunity to emphasize the importance of fostering environments where women can thrive professionally. At 360 ONE, we believe that genuine support for women is demonstrated through concrete actions and measurable outcomes across all levels, particularly in leadership roles. Here’s how we’re making a meaningful difference: Women hold 18.3% of leadership positions at 360 ONE, surpassing the industry average of 10%. Women represent 30.1% of our workforce, well above the BFSI sector's average of 24.5%, and 31% of our new hires are women, showcasing our commitment to diverse talent acquisition. We also take pride in a 96% retention rate among women employees, with both male and female employees enjoying an equal 25% promotion rate. Additionally, 28.8% of women have built long-term careers at 360 ONE, staying with the company for over five years. ? These numbers represent more than just statistics - they symbolize real progress in creating a workplace where women are supported, valued, and empowered to succeed. While the journey toward full workplace equality continues, we are steadfast in our commitment to building on these strong foundations. We are deeply grateful for the contributions of all the women at 360 ONE, whose expertise, perspectives, and leadership enrich our organization every day. #WomensDay #WorkplaceEquality #360ONE

Founders Day 2025 | Behind the closed doors of Indian Capital For 8 power-packed hours, over 200 industry leaders, investors, and disruptors decoded the forces shaping India’s entrepreneurial future. This wasn’t just another event—it was a strategic war room. From behind-the-scenes investment moves to hard-hitting growth lessons, our speakers went beyond stories, breaking down real strategies that drive success. Big ideas. Bigger strategies. And the people bold enough to make them happen. #FoundersDay2025?#360ONEAsset

We don’t usually think of wildlife as an economic asset, but maybe we should. Half of our global GDP depends on nature - from bees adding $24B to agriculture, to wildlife tourism creating 22M jobs. Even life-saving medicines rely on biodiversity (thank you, rosy periwinkle!). Protecting nature isn’t just about saving the planet - it’s also about keeping our economies running. How do you think can we turn sustainability into economic opportunity? Let us know in the comments below! #WorldWildlifeDay

The Room Where It Happens. We’re gathering some of the most powerful minds in the world of investing at Trident BKC, Mumbai for Founders Day 2025. The discussions here could shape the direction of global capital flows in 2025. #FoundersDay #360ONEAsset

India’s rapid economic expansion has accelerated the growth of private wealth, creating a burgeoning market for wealth and asset managers. In an interview with The Asset, Himadri Chatterjee, Head, Advisory & Key Clients Group at 360 ONE Wealth shares insights on how the firm aligns its services with clients’ evolving needs and long-term goals. Tailored Wealth Plans: Customised portfolios that align with individual goals and risk profiles, supported by educational workshops on asset classes and allocation strategies. ● Disciplined Portfolio Management: Structured approaches with Investment Policy Statements (IPS) and regular portfolio reviews to adapt to market shifts and life changes. ● Evolving Client Needs: A shift toward holistic advisory models, rising interest in unlisted investments, and a focus on succession planning for seamless wealth transfer. ● Digital Innovation: Integrating cutting-edge tools with personalised advice to meet the demands of tech-savvy younger generations while maintaining traditional client relationships. By blending deep expertise with innovation, 360 ONE is empowering clients to make confident, informed decisions, ensuring resilience in volatile times. Read the full interview here: https://lnkd.in/d3SQjyER

Wellness is the New Love Language! Longevity, self-care, and growing together are the ultimate romantic gestures.? This #ValentinesDay, dive into India’s booming luxury wellness tourism scene - a $19.43 billion industry rooted in Ayurveda, yoga, and holistic healing. Meanwhile, Costa Rica is making waves as a rising wellness hotspot, blending nature-based therapies with Indian-origin practices.? Where would you go for a wellness getaway - the Himalayas or the Costa Rican rainforest? Tag your partner in wellness and start planning your ultimate self-care escape! Sources: Mordor Intelligence. "Wellness Tourism Market in India - Size, Report & Growth." Grand View Research. "India Luxury Travel Market Size & Outlook, 2023-2030." Global Wellness Institute. "Global Wellness Tourism Economy." U.S. Department of State. "2024 Investment Climate Statements: Costa Rica." Tourism Review. "Tourism Industry of Costa Rica Expects Growth.", 2024

Be Authentic. Be You. Rahul Dewan, founder of Srijan: Now Material and Sangam Talks, stresses the power of authenticity in building teams. He believes people connect to authenticity and vulnerability. By being true to oneself - at home and at work - leaders can foster better relationships and a more human-centric work culture. How does authenticity impact your leadership? #AuthenticLeadership #TeamBuilding #WorkCulture #360ONEDivesDeep