360 One Wam Limited · NSE:360ONE
360 One Wam — Q2 FY26 Earnings Presentation
37 slides from 360 One Wam's earnings presentation, 2025
Slide 1: 360 ONE Investor Presentation - Q2 FY26
360 ONE Investor Presentation - Q2 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 01
Slide 3: Agenda
I. 360 ONE at a Glance II. Business Update Agenda III. Financial Update - Q2 FY26 360 ONE
Slide 4: I. 360 ONE at a Glance
I. 360 ONE at a Glance Agenda 360 ONE
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 Advisory (360 ONE Plus) Public Markets - Discretionary PMS - Mutual Funds / PMS / AIF - Non-Discretionary PMS / RIA - Global institutional mandates Distribution - Mutual Funds Alternates - AIFs / PMS - P
Slide 6: Corporate Overview, Culture & Values
360 ONE: Corporate Overview Credentials That Lend Trust To Brand 360 ONE Landmarks & Milestones Publicly listed Private Wealth 32 Offices 8,500+ 2008 360 ONE Wealth was born & Asset Manager India + International Families and corporates Market Cap: ~INR 41,000 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 FY21 580 335 (INR ‘000 Crs) 915 +28% CAGR 672 FY25 1,701 744 2,446 +24% CAGR 92 581 H1 FY26 1,064 361 1,425 ARR 84 AUM 203 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) Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 YoY% Total AUM 5,69,372 5,79,222 5,81,498 6,63,924 6,71,625 18.0% Wealth Management AUM 4,83,602 4,93,972 4,97,104 5,71,380 5,79,509 19.8% 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 360 ONE
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 UHNIs w
Slide 13: Wealth Management - An Overview
Wealth Management An Overview 360 ONE
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 Unique engagement designed to Offers cutting-edge innovation- 360 ONE has independent Our clients have access to provide solution
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 1,845 421 1,362 +20% CAGR 1,038 1,110 1,101 1,057 74 351 718 844 561 7
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) Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 YoY% Total Wealth AUM (ex-custody) 3,18,825 3,21,605 3,51,321 4,05,995 4,20,898 32.0% Wealth ARR AUM 1,56,849 1,62,749 1,62,433 1,94,773 2,03,208 29.6% 360 ONE Plus
Slide 18: Asset Management - An Overview
Asset Management An Overview 360 ONE
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 Mutual Fund Discretionary PMS AIF (INR Crs) Annual Recurring Revenue (INR Crs) +32% CAGR 92,116 +23% CAGR 84,395 600 72,248 483 455 360 368 45,473 198 58,298 41,613 55,574 FY21 FY22 FY23 FY24 FY25 H1 FY26 38,313 37,372 34,770 Operating PBT (INR Crs
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) Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 YoY% Total Asset Management AUM 85,770 85,250 84,395 92,544 92,116 7.4% Alternative Investment Fund 40,180 41,701 41,613 45,141 45,473 13.2% Discretionary PMS 33,247 3
Slide 23: III. Financial Update - Q2 FY26
Agenda III. Financial Update - Q2 FY26 360 ONE
Slide 24: Business Snapshot - Q2 FY26
Business Snapshot - Q2 FY26 Wealth Management Total ARR Net Flows INR 11,182 Crs Asset Management INR 203k Crs / $23bn ARR AUM INR 92k Crs / $10bn ARR AUM ARR AUM INR 9,322 Crs ARR Net Flows INR 295k cr INR 1,860 Crs ARR Net Flows INR 567 Crs / $64mn Op. Revenue in Q2 INR 196 Crs / $22mn Op. Revenue
Slide 25: Key Financial Highlights - Q2 FY26
Key Financial Highlights - Q2 FY26 • Continued focus on ARR AUM at INR 2,95,324 Crs - up 21.7% YoY AUM • ARR Net flows were INR 11,182 Crs; H1 net flows at INR 32,132 Crs • Total AUM at INR 6,71,625 Crs - up 18.0% YoY • ARR Revenue at INR 554 Crs - up 39.4% YoY, led by growth in assets across busine
Slide 26: Consolidated Business Summary
Consolidated Business Summary Particulars (INR Crs) Q2 FY26 Q1 FY26 QoQ % Q2 FY25 YoY % H1 FY26 H1 FY25 YoY% Annual recurring revenue assets 2,95,324 2,87,317 2.8% 2,42,619 21.7% 2,95,324 2,42,619 21.7% Revenue 813 725 12.2% 618 31.5% 1,539 1,315 17.0% Annual Recurring Revenue 554 511 8.5% 397 39.4%
Slide 27: Wealth Management
Wealth Management 360 ONE
Slide 28: Segmental Business Snapshot - Quarterly
Segmental Business Snapshot - Quarterly ARR AUM ARR Net Flows ARR Revenue ARR Retention Particulars (INR Crs) Q1 FY26 Q2 FY26 Q1 FY26 Q2 FY26 H1 FY26 Q1 FY26 Q2 FY26 H1 FY26 Q1 FY26 Q2 FY26 H1 FY26 Wealth Management 1,94,773 2,03,208 19,977 9,322 29,299 339 358 697 0.78% 0.72% 0.75% Wealth Managemen
Slide 29: ARR AUM Segmental Snapshot - Quarterly
ARR AUM Segmental Snapshot - Quarterly ARR AUM Build up - Q2 FY26 Revenue Build up - Q2 FY26 Products (INR Crs) Opening AUM Closing AUM Average AUM Retentions Revenue Total ARR 1,94,773 2,03,208 1,96,880 0.72% 358 360 ONE Plus 71,073 74,108 69,207 0.31% 55 Discretionary (PMS) 12,266 12,595 12,001 0.
Slide 30: Asset Management
Asset Management 360 ONE
Slide 31: Segmental Business Snapshot - Quarterly
Segmental Business Snapshot - Quarterly ARR AUM ARR Net Flows ARR Revenue ARR Retention Particulars (INR Crs) Q1 FY26 Q2 FY26 Q1 FY26 Q2 FY26 H1 FY26 Q1 FY26 Q2 FY26 H1 FY26 Q1 FY26 Q2 FY26 H1 FY26 Asset Management 92,544 92,116 973 1,860 2,833 172 196 368 0.79% 0.83% 0.81% Asset Management Particul
Slide 32: ARR AUM Segmental Snapshot - Quarterly
ARR AUM Segmental Snapshot - Quarterly ARR AUM Build up - Q2 FY26 Revenue Build Up - Q2 FY26 Products (INR Crs) Opening AUM Closing AUM Average AUM Retentions Revenue Total ARR 92,544 92,116 93,828 0.83% 196 Discretionary Portfolio Manager 34,644 33,572 34,227 0.45% 39 Standardized 8,685 8,107 8,411
Slide 33: Capital Allocation & Dividend History
Capital Allocation & Dividend History Net Worth (INR Crs) Consistent Dividend History INR / share Wealth Management 1,181 Total FY22 13.8 Asset Management 1,324 Total FY23 17.3 Fixed Assets 499 Total FY24 16.5 Lending 3,192 Total FY25 6.0 (A) Tangible 6,195 Total FY26 till date 12.0 First Interim Di
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 THE ASSET TRIPLE A INDIA'S BEST DOMESTIC BEST DOMESTIC PRIVATE BEST PURE PLAY PRIVATE BANK – INDIA, BEST WEALTH BEST PRIVATE BANK OR GREAT PLA
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