360 One Wam Limited · NSE:360ONE
360 One Wam — Q1 FY26 Earnings Presentation
47 slides from 360 One Wam's earnings presentation, 2025
Slide 1: 360 ONE Investor Presentation - Q1 FY26
360 ONE Investor Presentation - Q1 FY26
Slide 2: 17 Years of Excellence: 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 - Q1 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 8,400+ 2008 360 ONE Wealth was born & Asset Manager India + International Families and corporates 2011 Acquired ‘Finest Wealth Managers’, Pune Market Cap: ~INR 50
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 664 FY21 580 335 (INR ‘000 Crs) 915 +28% CAGR 581 93 FY25 1,701 744 2,446 +24% CAGR 84 Q1 FY26 511 152 622 ARR AUM 195 162 Operating Efficiencies in Place Cost / Income % FY21 53.9% 2
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) Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 YoY% Total AUM 5,21,208 5,69,372 5,79,222 5,81,498 6,63,924 27.4% Wealth Management AUM 4,41,556 4,83,602 4,93,972 4,97,104 5,71,380 29.4% 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 PRIVATE, INDIA - ASIAN EUROMONEY GLOBAL PRIVATE PRIVATE BANKER’S AWARDS FOR BANKING AWARDS 2025 DISTINCTION 2024 * sub
Slide 11: II. Business Update
II. Business Update Agenda 360 ONE
Slide 12: Our journey has set us up for the next stage
Our journey has set us up for the next stage - to further build a resilient, high- growth business that responds to our client and market aspirations Well positioned for our next growth phase Strategic transformation of business model 2025 - … Building out our proposition • Completion of flywheel -
Slide 13: 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 14: Wealth Management
Wealth Management An Overview 360 ONE
Slide 15: 360 ONE Wealth - One Of India's Largest Wealth Managers
Wealth Management 360 ONE Wealth - One Of India’s Largest Wealth Manager Servicing 8,400+ 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 16: 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 1,845 406 1,362 +20% CAGR 1,038 1,110 1,101 351 71 718 844 561 711 490
Slide 17: Core Wealth - Advisory mindset makes it a first choice for UHNIs
Wealth Management - UHNI Core Wealth - “Advisory” mindset makes it a first choice for UHNIs A wide bouquet of products fulfils varied client investment needs Key drivers FY21 FY25 • Advisory segment - Leadership • Pioneer in advisory model position 360 ONE Plus • Unbiased advice & transparency CAGR
Slide 18: Undivided focus on the Client driven by strong talent and culture
Wealth Management - UHNI Undivided focus on the Client driven by strong talent and innovative culture Client Vintage (FY25) Team Leader (TL) Vintage (FY25) TL split by Vintage Average AUM per TL by Vintage (INR Crs) 11% 22% 7,952 8% 45% AUM - Count Rich Relevant of relevant Vintage 2,209 families by
Slide 19: To become the most trusted Private Banker for the HNI segment
Wealth Management - HNI To become the most trusted Private Banker for the fast-growing HNI segment Customer Clients with financial assets between INR 10 - 50 Crs | Distribution Model | Digital enabled private banking Strategy 1 ACQUISITION CHANNEL 2 PRODUCT OFFERING 3 HYBRID SERVICE MODEL • Distribu
Slide 20: Our Value Proposition is strongly aligned to client needs
Wealth Management - HNI Our Value Proposition is strongly aligned to meet identified client needs Key business highlights (June 2025) Unique Strategies CUSTOMER NEEDS • Performance conscious 250+ 30+ 6 Robust process offering # clients # RM # locations convenience • Frictionless experience • Trust
Slide 21: Evolving into Online Wealth Management Powerhouse
Wealth Management - Mass Affluent Evolving into Online Wealth Management Powerhouse 10 lac+ INR 95k Crs+ 71k+ Users onboarded MF AUM on platform Advisory Clients Vision To be the most trusted wealth Synergies with 360 ONE partner for mass-affluent Indians Key Strategic Pillars 1. Distribution of 3rd
Slide 22: Business Highlights: Corporates & Institutional
Wealth Management - Corporates & Institutional Corporate Treasury, Institutional Equities and ECM proposition To service key clients across all parts of the cap table B&K Securities - One of India’s Leading Brokerage & Corporate Advisory Houses Highlights Business Equity turnover at 250+ institution
Slide 23: UBS AG + 360 ONE WAM - An Exclusive Strategic Collaboration
Wealth Management - Strategic collaboration UBS AG + 360 ONE WAM - An Exclusive Strategic Collaboration To enable expansion of offerings, deepening of existing client relationships and wallet share Key Tenets of Collaboration UBS - Exclusive “global” 360 ONE - Exclusive “domestic” AM and IB Synergie
Slide 24: 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 25: Wealth Management - Key Quarterly Financial Highlights
Wealth Management Wealth Management - Key Quarterly Financial Highlights P/L Summary (INR Crs) Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 YoY% Total Wealth AUM (ex-custody) 2,96,442 3,18,825 3,21,605 3,51,321 4,05,995 37.0% Wealth ARR AUM 1,41,635 1,56,849 1,62,749 1,62,433 1,94,773 37.5% 360 ONE Plus
Slide 26: Asset Management
Asset Management An Overview 360 ONE
Slide 27: 360 ONE Asset - Pioneer & Leader in Alternate Asset Management
Asset Management 360 ONE Asset - Pioneer & Leader in Alternate Asset Management in India Focused on Product Innovation, Institutional Mandates & Domestic Distribution Venture Capital Growth Equity Late Stage PE Pre-IPO Secondaries 360 ONE Asset has demonstrated AIF ability to operate effectively Con
Slide 28: Asset Management - Story in Charts
Asset Management Asset Management - Story in Charts Mutual Fund Discretionary PMS AIF (INR Crs) Annual Recurring Revenue (INR Crs) 92,544 +32% CAGR +23% CAGR 84,395 600 72,248 483 455 360 45,141 198 172 58,298 41,613 55,574 FY21 FY22 FY23 FY24 FY25 Q1 FY26 38,313 37,372 34,770 Operating PBT (INR Crs
Slide 29: Enhancement of Alternate Investments' expertise and innovative offerings
Asset Management - Alternates Enhancement of Alternate Investments’ expertise and innovative product offerings LEVERAGING THE POWER OF 360 STRONG INSTITUTIONAL ONE ECOSYSTEM READINESS • Unparalleled deal sourcing, due diligence and portfolio • Deep understanding of focus industries, company manageme
Slide 30: Strong capabilities in Public Markets and Institutional Mandates
Asset Management - Public Markets Strong capabilities in Public Markets with sound footing in managing Institutional Mandates INR 46,890 Crs ▪ India’s macro attractiveness for global Separately Portfolio Public Equity Managed Management Mutual Funds AIFs institutions to open new mandate Accounts Ser
Slide 31: 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 32: Asset Management - Key Quarterly Financial Highlights
Asset Management Asset Management - Key Quarterly Financial Highlights P/L Summary (INR Crs) Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 YoY% Total Asset Management AUM 79,652 85,770 85,250 84,395 92,544 16.2% Alternative Investment Fund 40,118 40,180 41,701 41,613 45,141 12.5% Discretionary PMS 28,258
Slide 33: III. Financial Update - Q1 FY26
Agenda III. Financial Update - Q1 FY26 360 ONE
Slide 34: Business Snapshot - Q1 FY26
Business Snapshot - Q1 FY26 Wealth Management Total ARR Net Flows INR 20,950 Crs Asset Management INR 195k Crs / $23bn ARR AUM INR 93k Crs / $11bn ARR AUM ARR AUM INR 20k Crs ARR Net Flows INR 287k cr INR 973 Crs ARR Net Flows INR 490 Crs / $58mn Op. Revenue in Q1 INR 172 Crs / $20mn Op. Revenue in
Slide 35: Key Financial Highlights - Q1 FY26
Key Financial Highlights - Q1 FY26 - Continued focus on ARR AUM at INR 2,87,317 Crs - up 29.8% YoY - ARR Net flows were INR 20,950 Crs (including INR 18,228 Crs through B&K acquisition) AUM - Total AUM at INR 6,63,924 Crs - up 27.4% YoY - As on June 2025, clients, having AUM of INR 10 Crs+, stood at
Slide 36: Consolidated Business Summary
Consolidated Business Summary Particulars (INR Crs) Q1 FY26 Q4 FY25 QoQ % Q1 FY25 YoY % Annual recurring revenue assets 2,87,317 2,46,828 16.4% 2,21,287 29.8% Revenue 725 658 10.1% 697 4.0% Annual Recurring Revenue 511 502 1.7% 376 35.9% Transactional / Brokerage Revenue 152 150 1.3% 225 -32.5% Tota
Slide 37: Segmental Wealth Business Snapshot - Quarterly
Segmental Wealth Business Snapshot - Quarterly ARR AUM ARR Net Flows ARR Revenue ARR Retention Particulars (INR Crs) Q4 FY25 Q1 FY26 Q4 FY25 Q1 FY26 Q4 FY25 Q1 FY26 Q4 FY25 Q1 FY26 Wealth Management 1,62,433 1,94,773 3,324 19,977 317 339 0.80% 0.78% Wealth Management Total Corporates & Particulars (
Slide 38: Segmental Asset Business Snapshot - Quarterly
Segmental Asset Business Snapshot - Quarterly ARR AUM ARR Net Flows ARR Revenue ARR Retention Particulars (INR Crs) Q4 FY25 Q1 FY26 Q4 FY25 Q1 FY26 Q4 FY25 Q1 FY26 Q4 FY25 Q1 FY26 Asset Management 84,395 92,544 671 973 185 172 0.90% 0.79% Asset Management Total Particulars (INR Crs) Listed Alternate
Slide 39: ARR AUM Build-Up
ARR AUM Build-Up Financial Performance - Q1 FY26 360 ONE
Slide 40: ARR AUM Build-up - Across Business Segments & Asset Classes
ARR AUM Build-up - Across Business Segments & Asset Classes - Quarterly ARR AUM Build up - Q1 FY26 Particulars (INR Crs) Opening AUM Net Flows MTM Closing AUM Total ARR 2,46,828 20,950 19,539 2,87,317 Wealth ARR 1,62,433 19,977 12,363 1,94,773 360 ONE Plus (DPMS / NDPMS-RIA) 62,212 3,682 5,179 71,07
Slide 41: ARR AUM Segmental Snapshot - Wealth Management
ARR AUM Segmental Snapshot - Wealth Management - Quarterly ARR AUM Build up - Q1 FY26 Revenue Build up - Q1 FY26 Products (INR Crs) Opening AUM Net Flows MTM Closing AUM Average AUM Retentions Revenue Total ARR 1,62,433 19,977 12,363 1,94,773 1,73,204 0.78% 339 360 ONE Plus 62,212 3,682 5,179 71,073
Slide 42: ARR AUM Segmental Snapshot - Asset Management
ARR AUM Segmental Snapshot - Asset Management - Quarterly ARR AUM Build up - Q1 FY26 Revenue Build Up - Q1 FY26 Products (INR Crs) Opening AUM Gross Flows Net Flows MTM Closing AUM Average AUM Retentions Revenue Total ARR 84,395 3,786 973 7,176 92,544 86,993 0.79% 172 Discretionary Portfolio Manager
Slide 43: Capital Allocation & Dividend History
Capital Allocation & Dividend History Net Worth (INR Crs) Consistent Dividend History Time period INR / share Wealth Management 910 Total FY22 13.8 Asset Management 1,275 Fixed Assets 505 Total FY23 17.3 Lending 3,004 Total FY24 16.5 (A) Tangible 5,693 Total FY25 6.0 Total FY26 till date 6.0 (B) Goo
Slide 44: 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 INDIA'S BEST DOMESTIC BEST DOMESTIC PRIVATE BEST PURE PLAY PRIVATE BANK – INDIA, BEST WEALTH BEST PRIVATE BANK OR GREAT PLACE TO BEST WORKPLAC
Slide 45: 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 46: 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 47: Thank you
Thank you 360 ONE