Slide 1: 360 ONE Investor Presentation - Q3 FY26
360 ONE Investor Presentation - Q3 FY26
Slide 2: Ringing in 17 Years - awards
Ringing in BEST PRIVATE BANK - INDIA 17 Years at Asian Private Banker’s 14th Awards for Distinction of Excellence. Bringing Home the Oscars of Wealth Management. INDIA’S BEST WEALTH MANAGER at Euromoney Private Banking Awards 2025 360 ONE
Slide 3: Agenda
I. 360 ONE at a Glance II. Business Update Agenda III. Financial Update - Q3 FY26
Slide 4: I. 360 ONE at a Glance
I. 360 ONE at a Glance Agenda
Slide 5: 360 ONE WAM - One of India's leading Wealth and Asset manager
360 ONE WAM - One of India’s leading Wealth and Asset manager WEALTH MANAGEMENT ASSET MANAGEMENT Public Markets Advisory (360 ONE Plus) - Discretionary PMS - Mutual Funds / PMS / AIF - Non-Discretionary PMS / RIA - Global institutional mandates Alternates Distribution - Private Equity - Mutual Funds
Slide 6: Corporate Overview: Culture & Values
360 ONE: Corporate Overview Credentials That Lend Trust To Brand 360 ONE Landmarks & Milestones Publicly listed Private Wealth 8,500+ 32 Offices & Asset Manager 2008 360 ONE Wealth was born Families and corporates India + International Market Cap: ~INR 48,000 Crs* 2012 AUM reached INR 25,000 Crs 201
Slide 7: 360 ONE - Story in Charts
360 ONE - Story in Charts High Quality Revenue Model (INR Crs) Transition to Annual Recurring Revenue Assets ARR TBR 711 FY21 580 335 (INR ‘000 Crs) 915 +28% CAGR 99 FY25 1,701 744 2,446 +24% CAGR 581 9M FY26 1,684 547 2,231 ARR 84 AUM 219 Operating Efficiencies in Place 162 Cost / Income % FY21 53.
Slide 8: Performance at a Glance - Annual
Performance at a Glance - Annual Strong trends in growth and profitability demonstrated… P/L Summary (INR Crs) FY21 FY22 FY23 FY24 FY25 CAGR % Total AUM 2,46,083 3,27,237 3,40,834 4,66,909 5,81,498 24% Wealth Management AUM 2,08,711 2,71,663 2,82,536 3,94,661 4,97,104 24% Asset Management AUM 37,372
Slide 9: Performance at a Glance - Quarterly
Performance at a Glance - Quarterly Strong trends in growth and profitability demonstrated… P/L Summary (INR Crs) Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 YoY% Total AUM 5,79,222 5,81,498 6,63,924 6,71,625 7,11,398 22.8% Wealth Management AUM 4,93,972 4,97,104 5,71,380 5,79,509 6,12,449 24.0% Asset M
Slide 10: Firm is backed by marquee investors and a highly esteemed Board
Firm is backed by marquee investors and a highly esteemed Board 12% 73% 15% Sandeep Tandon Independent Director Revathy Ashok Independent Director INDIA'S BEST WEALTH MANAGER - BEST DOMESTIC PRIVATE BANK - EUROMONEY GLOBAL PRIVATE INDIA BY FINANCEASIA AWARDS BANKING AWARDS 2025 2025 10 360 ONE
Slide 11: II. Business Update
II. Business Update Agenda
Slide 12: Consolidated business view - Building towards a robust full-stack play
Consolidated business view - Building towards a robust full-stack play Wealth Management Asset Management Core Wealth New Initiatives Alternates Public Markets ➢ Bespoke solutions for ➢ Expanding footprint to ➢ Building strong broking ➢ Largest bouquet of pre-IPO, ➢ Expertise in large public and tra
Slide 13: Wealth Management - An Overview
Wealth Management An Overview
Slide 14: 360 ONE Wealth - One Of India's Largest Wealth Manager Servicing 8,500+ Clients
Wealth Management 360 ONE Wealth - One Of India’s Largest Wealth Manager Servicing 8,500+ Clients Product Transaction & 360 ONE Plus Distribution Broking Services Lending Differentiated engagement model Cutting-edge, innovation-led 360 ONE has independent Our clients can access our designed to deliv
Slide 15: Wealth Management - Story in Charts
Wealth Management Wealth Management - Story in Charts Wealth Management AUM (ex-custody) Revenue from Operations ARR Revenues TBR Revenues (INR Crs) TBR (ex-custody) Lending Book Distribution 360 ONE Plus (INR ‘000 Crs) +27% CAGR 1,845 1,658 1,362 +20% CAGR 437 1,038 1,110 1,101 1,111 718 844 84 561
Slide 16: Wealth Management - Key Annual Financial Highlights
Wealth Management Wealth Management - Key Annual Financial Highlights P/L Summary (INR Crs) FY21 FY22 FY23 FY24 FY25 CAGR % Total Wealth AUM (ex-custody) 1,69,672 2,06,170 2,16,045 2,66,892 3,51,321 20% Wealth ARR AUM 58,280 82,733 95,702 1,28,171 1,62,433 29% 360 ONE Plus (DPMS / NDPMS-RIA) 21,622
Slide 17: Wealth Management - Key Quarterly Financial Highlights
Wealth Management Wealth Management - Key Quarterly Financial Highlights P/L Summary (INR Crs) Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 YoY% Total Wealth AUM (ex-custody) 3,21,605 3,51,321 4,05,995 4,20,898 4,36,697 35.8% Wealth ARR AUM 1,62,749 1,62,433 1,94,773 2,03,208 2,18,957 34.5% 360 ONE Plus
Slide 18: Asset Management - An Overview
Asset Management An Overview
Slide 19: 360 ONE Asset - Pioneer & Leader in Alternate Asset Management in India
Asset Management 360 ONE Asset - Pioneer & Leader in Alternate Asset Management in India Focused on Product Innovation, Institutional Mandates & Domestic Distribution Pre-IPO and Venture Capital Growth Equity Fund of Funds Secondaries Late Stage PE 360 ONE Asset has demonstrated AIF ability to opera
Slide 20: Asset Management - Story in Charts
Asset Management Asset Management - Story in Charts Asset Management AUM (INR Crs) Annual Recurring Revenue (INR Crs) Mutual Fund Discretionary PMS AIF +32% CAGR +23% CAGR 98,949 600 573 84,395 455 483 360 198 72,248 50,934 FY21 FY22 FY23 FY24 FY25 9M FY26 58,298 41,613 55,574 38,313 Operating PBT (
Slide 21: Asset Management - Key Annual Financial Highlights
Asset Management Asset Management - Key Annual Financial Highlights P/L Summary (INR Crs) FY21 FY22 FY23 FY24 FY25 CAGR % Total Asset Management AUM 37,372 55,574 58,298 72,248 84,395 23% Alternative Investment Fund 23,700 32,550 34,770 38,313 41,613 15% Discretionary PMS 11,196 18,505 18,642 24,355
Slide 22: Asset Management - Key Quarterly Financial Highlights
Asset Management Asset Management - Key Quarterly Financial Highlights P/L Summary (INR Crs) Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 YoY% Total Asset Management AUM 85,250 84,395 92,544 92,116 98,949 16.1% Alternative Investment Fund 41,701 41,613 45,141 45,473 50,934 22.1% Discretionary PMS 31,952
Slide 23: III. Financial Update - Q3 FY26
Agenda III. Financial Update - Q3 FY26
Slide 24: Business Snapshot - Q3 FY26
Business Snapshot - Q3 FY26 Wealth Management Total ARR Net Flows INR 14,758 Crs Asset Management INR 219k Crs / $24bn ARR AUM INR 99k Crs / $11bn ARR AUM ARR AUM INR 10,321 Crs ARR Net Flows INR 318k cr INR 4,437 Crs ARR Net Flows INR 601 Crs / $67mn Op. Revenue in Q3 INR 205 Crs / $23mn Op. Revenu
Slide 25: Key Financial Highlights - Q3 FY26
Key Financial Highlights - Q3 FY26 • Continued focus on ARR AUM at INR 3,17,906 Crs - up 28.2% YoY AUM • ARR Net flows were INR 14,758 Crs; 9M net flows of INR 46,890 Crs (excl. acquisition-related, flows at INR 26,214 Crs) • Total AUM at INR 7,11,398 Crs - up 22.8% YoY • ARR Revenue at INR 619 Crs
Slide 26: Consolidated Business Summary
Consolidated Business Summary Particulars (INR Crs) Q3 FY26 Q2 FY26 QoQ % Q3 FY25 YoY % 9M FY26 9M FY25 YoY% Annual recurring revenue assets 3,17,906 2,95,324 7.6% 2,47,999 28.2% 3,17,906 2,47,999 28.2% Revenue 826 813 1.5% 678 21.8% 2,364 1,994 18.6% Annual Recurring Revenue 619 554 11.9% 426 45.4%
Slide 27: Wealth Management
Wealth Management
Slide 28: Segmental Business Snapshot - Quarterly
Segmental Business Snapshot - Quarterly ARR AUM ARR Net Flows ARR Revenue ARR Retention Particulars (INR Crs) Q2 FY26 Q3 FY26 Q2 FY26 Q3 FY26 9M FY26* Q2 FY26 Q3 FY26 9M FY26 Q2 FY26 Q3 FY26 9M FY26 Wealth Management 2,03,208 2,18,957 9,322 10,321 39,620 358 415 1,111 0.72% 0.79% 0.77% Wealth Manage
Slide 29: ARR AUM Segmental Snapshot - Quarterly
ARR AUM Segmental Snapshot - Quarterly ARR AUM Build up - Q3 FY26 Revenue Build up - Q3 FY26 Products (INR Crs) Opening AUM Closing AUM Average AUM Retentions Revenue Total ARR 2,03,208 2,18,957 2,06,990 0.79% 415 360 ONE Plus 74,108 83,676 73,824 0.29% 53 Discretionary (PMS) 12,595 13,207 12,933 0.
Slide 30: Asset Management
Asset Management
Slide 31: Segmental Business Snapshot - Quarterly
Segmental Business Snapshot - Quarterly ARR AUM ARR Net Flows ARR Revenue ARR Retention Particulars (INR Crs) Q2 FY26 Q3 FY26 Q2 FY26 Q3 FY26 9M FY26 Q2 FY26 Q3 FY26 9M FY26 Q2 FY26 Q3 FY26 9M FY26 Asset Management 92,116 98,949 1,860 4,437 7,271 196 205 573 0.83% 0.85% 0.82% Asset Management Partic
Slide 32: ARR AUM Segmental Snapshot - Quarterly
ARR AUM Segmental Snapshot - Quarterly ARR AUM Build up - Q3 FY26 Revenue Build Up - Q3 FY26 Products (INR Crs) Opening AUM Closing AUM Average AUM Retentions Revenue Total ARR 92,116 98,949 95,612 0.85% 205 Discretionary Portfolio Manager 33,572 34,536 34,097 0.45% 39 Standardized 8,107 8,870 8,402
Slide 33: Capital Allocation & Dividend History
Capital Allocation & Dividend History Net Worth (INR Crs) Consistent Dividend History INR / share Wealth Management 970 Total FY22 13.8 Asset Management 1,469 Total FY23 17.3 Fixed Assets 554 Total FY24 16.5 Lending 3,333 Total FY25 6.0 (A) Tangible 6,327 Total FY26 till date 12.0 First Interim Divi
Slide 34: Awards & Recognitions - Reinforcing our Leadership Position
Awards & Recognitions - Reinforcing our Leadership Position 175+ AWARDS IN 17 YEARS: A TESTAMENT TO THE TRUST OF OUR CLIENTS AND OUR COMMITMENT TO EXCELLENCE BEST PRIVATE CREDIT DEAL – 360 BEST PRIVATE BANK, BEST PRIVATE BANK, INDIA'S BEST DOMESTIC BEST PURE PLAY PRIVATE BANK – INDIA, BEST PRIVATE B
Slide 35: Link to Download Data Book
Link to Download Data Book Data reported across previous quarters is now continued to be reported in a Data Book, maintained in an excel format on our website. The Link for the data book is hosted below. Contents of the Data Book: 1 Consolidated Data 2 Segmental - Wealth Management 3 Segmental - Ass
Slide 36: Disclaimer
Disclaimer This presentation and the accompanying slides contain selected information about the activities of 360 ONE WAM Limited (the “Company”) and its subsidiaries and affiliates (together, the “Group”) as at the date of the presentation. It does not purport to present a comprehensive overview of
Slide 37: Thank you
Thank you 360 ONE