360 One Wam Limited · NSE:360ONE
360 One Wam — Q1 FY27 Earnings Presentation
26 slides from 360 One Wam's earnings presentation, 2026
Slide 1: Investor Presentation - Q1 FY27
360 ONE Investor Presentation - Q1 FY27 360 ONE
Slide 2: Ringing in 18 Years of Excellence
Ringing in 18 Years of Excellence. Bringing Home the Oscars of Wealth and Asset Management. Best Private Bank - India at Asian Private Banker's 15" Awards for Distinction India’s Best Wealth Manager at Euromoney Priva Banking Awards Best Private Credit Deal -— 360 ONE Asset at Finance: Achievement A
Slide 3: 360 ONE – Built to Generate Sustainable, High-Quality Growth
360 ONE – Built to Generate Sustainable, High-Quality Growth ₹7.8L Cr 8,900+ 01 02 03 Total AUM Client Families Uniquely Positioned Full Stack Platform Shareholder Value Capitalize on one of the most Robust fundamentals driving Prudent capital allocation compelling global markets high-quality earnin
Slide 4: 2 Key Business Lines, One Platform for Enduring Wealth
2 Key Business Lines, One Platform for Enduring Wealth Wealth Management Asset Management Comprehensive, unbiased advice and execution Disciplined investment philosophies that align capabilities across our clients’ financial & our strategic and tactical outlook to clients’ business wealth, successio
Slide 5: Building a Resilient Business Model
Building a Resilient Business Model Wealth Management Asset Management Consolidated Carry Income Transaction Income Transaction Income 15% 25% 34% Carry Income 4% Recurring Fee Recurring Fee Recurring Fee 66% 71% 85% • Wealth driven with a focus on fee generating • Combination of Alternates and Publ
Slide 6: Key Financial Highlights - Q1 FY27
Key Financial Highlights - Q1 FY27 ▪ Continued focus on ARR AUM at INR 3,42,035 Crs - up 19.0% YoY ▪ ARR Net flows at INR 10,815 Crs AUM ▪ Total AUM at INR 7,76,755 Crs - up 17.0% YoY ▪ As on June 2026, clients, having AUM of INR 10 Crs+, stood at 4,000+ and account for ~95% of Wealth AUM (excl. cus
Slide 7: Performance at a Glance - Quarterly
Performance at a Glance - Quarterly Strong trends in growth and profitability demonstrated… P/L Summary (INR Crs) Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 YoY% Total AUM 6,63,924 6,71,625 7,11,398 6,74,492 7,76,755 17.0% Wealth Management AUM 5,71,380 5,79,509 6,12,449 5,79,286 6,76,616 18.4% Asset M
Slide 8: Capital Allocation & Dividend History
Capital Allocation & Dividend History Net Worth (INR Crs) Consistent Dividend History INR / share Wealth Management 1,404 Total FY22 13.8 Asset Management 1,655 Total FY23 17.3 Fixed Assets 374 Total FY24 16.5 Lending 3,449 Total FY25 6.0 (A) Tangible 6,822 Total FY26 12.0 Total FY27 till date 6.0 (
Slide 9: Wealth Management
Wealth Management | |
Slide 10: 360 ONE Wealth - Amongst India's Most Trusted Wealth Management Brand
Wealth Management 360 ONE Wealth - Amongst India's Most Trusted Wealth Management Brand Servicing 8,900+ clients 360 ONE Plus Product Distribution Lending Allied Services Flagship engagement model, Innovative and unmatched Distinctive lending solutions enabling Privileged access to unique product pi
Slide 11: Key Quarterly Financial Highlights
Wealth Management Key Quarterly Financial Highlights P/L Summary (INR Crs) Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 YoY% Total Wealth AUM (ex-custody) 4,05,995 4,20,898 4,36,697 4,20,608 4,74,159 16.8% Wealth ARR AUM 1,94,773 2,03,208 2,18,957 2,16,734 2,41,896 24.2% 360 ONE Plus (DPMS / NDPMS-RIA) 7
Slide 12: Financial Snapshot
Wealth Management Financial Snapshot ARR AUM ARR Net Flows ARR Revenue ARR Retention Particulars (INR Crs) Q4 FY26 Q1 FY27 Q4 FY26 Q1 FY27 Q4 FY26 Q1 FY27 Q4 FY26 Q1 FY27 Wealth Management 2,16,734 2,41,896 6,957 13,379 396 406 0.74% 0.71% UHNI Segment HNI Segment Mass Affluent Institutional Total P
Slide 13: Business Snapshot
Wealth Management Business Snapshot ARR AUM Build up - Q1 FY27 Revenue Build up - Q1 FY27 Products (INR Crs) Opening AUM Closing AUM Average AUM Retentions Revenue Total ARR 2,16,734 2,41,896 2,30,145 0.71% 406 360 ONE Plus 85,039 99,105 92,709 0.26% 60 Discretionary (PMS) 12,133 13,013 12,761 0.35%
Slide 14: Asset Management
Asset Management | |
Slide 15: 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 360 ONE Asset’s strategies span the PUBLIC MARKETS ALTERNATES full spectrum - from public markets to INR 45,698 Crs INR 54,441 Crs nu
Slide 16: Key Quarterly Financial Highlights
Asset Management Key Quarterly Financial Highlights P/L Summary (INR Crs) Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 YoY% Total Asset Management AUM 92,544 92,116 98,949 95,206 1,00,139 8.2% Alternative Investment Fund 45,141 45,473 50,934 52,533 56,294 24.7% Discretionary PMS 34,644 33,572 34,536 30,1
Slide 17: Financial Snapshot
Asset Management Financial Snapshot ARR AUM ARR Net Flows ARR Revenue ARR Retention Particulars (INR Crs) Q4 FY26 Q1 FY27 Q4 FY26 Q1 FY27 Q4 FY26 Q1 FY27 Q4 FY26 Q1 FY27 Asset Management 95,206 1,00,139 2,028 -2,564 209 208 0.86% 0.83% Asset Management Particulars (INR Crs) Alternates Public Markets
Slide 18: Business Snapshot
Asset Management Business Snapshot ARR AUM Build up - Q1 FY27 Revenue Build Up - Q1 FY27 Products (INR Crs) Opening AUM Closing AUM Average AUM Retentions Revenue Total ARR 95,206 1,00,139 1,00,660 0.83% 208 Alternate Investment Manager 52,533 56,294 55,088 1.08% 148 Listed Equity 4,448 4,974 4,801
Slide 19: Awards & Recognitions - Reinforcing our Leadership Position
Awards & Recognitions - Reinforcing our Leadership Position 200+ AWARDS IN 18 YEARS - A TESTAMENT TO THE TRUST OF OUR CLIENTS AND OUR COMMITMENT TO EXCELLENCE BEST INDEPENDENT BEST FOR SUCCESSION BEST FOR FAMILY OFFICE BEST PRIVATE EQUITY BEST PRIVATE BANK - BEST PRIVATE CREDIT BEST PRIVATE BANK FOR
Slide 20: 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 21: Annexure
Annexure
Slide 22: Consolidated - Key Annual Highlights
Consolidated - Key Annual Highlights P/L Summary (INR Crs) FY21 FY22 FY23 FY24 FY25 FY26 CAGR % Total AUM 2,46,083 3,27,237 3,40,834 4,66,909 5,81,498 6,74,492 22% Wealth Management AUM 2,08,711 2,71,663 2,82,536 3,94,661 4,97,104 5,79,286 23% Asset Management AUM 37,372 55,574 58,298 72,248 84,395
Slide 23: Wealth Management - Key Annual Highlights
Wealth Management - Key Annual Highlights P/L Summary (INR Crs) FY21 FY22 FY23 FY24 FY25 FY26 CAGR % Total Wealth AUM (ex-custody) 1,69,672 2,06,170 2,16,045 2,66,892 3,51,321 4,20,608 20% Wealth ARR AUM 58,280 82,733 95,702 1,28,171 1,62,433 2,16,734 30% 360 ONE Plus (DPMS / NDPMS-RIA) 21,622 26,60
Slide 24: Asset Management - Key Annual Highlights
Asset Management - Key Annual Highlights P/L Summary (INR Crs) FY21 FY22 FY23 FY24 FY25 FY26 CAGR % Total Asset Management AUM 37,372 55,574 58,298 72,248 84,395 95,206 21% Alternative Investment Fund 23,700 32,550 34,770 38,313 41,613 52,533 17% Discretionary PMS 11,196 18,505 18,642 24,355 31,296
Slide 25: 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 26: Thank you
Thank you 360 ONE