360 One Wam Limited · NSE:360ONE
360 One Wam — Q4 FY26 Earnings Presentation
60 slides from 360 One Wam's earnings presentation, 2026
Slide 1: Investor Presentation - Q4 FY26 and Full Year FY26
360 ONE Investor Presentation - Q4 FY26 and Full Year FY26 360 ONE
Slide 2: To be redesigned. Marketing will revert
To be redesigned. Marketing will revert 360 ONE
Slide 3: Agenda
I. 360 ONE at a Glance Agenda II. Annual Business & Segmental Update III. Financial Update - Q4 and Full Year FY26
Slide 4: 360 ONE at a Glance
I. 360 ONE at a Glance Agenda
Slide 5: Our Businesses
One of India's Leading Our Businesses Wealth & Asset Manager WEALTH M AN AGEM EN T Advisory (360 ONE Plus) 8,500+ Our Values Discretionary • Non-Discretionary Client Families ✓ Client Centric Distribution Mutual Funds • AIF • PMS • Global ₹6.7L Cr ✓ Entrepreneurial Total AUM Credit & Lending | Corpo
Slide 6: Built to Generate Sustainable, High-Quality Growth
Built to Generate Sustainable, High-Quality Growth …with strong profitability characteristics LANDM ARKS & MILESTONES 2008 360 ONE Wealth was born 01 02 03 2011 Acquired 'Finest Wealth Managers', Pune Uniquely Positioned Full Stack Platform Shareholder Value 2012 AUM reached INR 25,000 Crs Capitaliz
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 (INR ‘000 Crs) FY21 674 580 335 915 +27% CAGR +22% CAGR 95 FY26 2,289 777 3,066 ARR AUM 217 Operating Efficiencies in Place Cost / Income % FY21 53.9% 246 37 ARR FY26 49.9% AUM 58 363
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 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% Asse
Slide 9: Performance at a Glance - Quarterly
Performance at a Glance - Quarterly Strong trends in growth and profitability demonstrated… P/L Summary (INR Crs) Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 YoY% Total AUM 5,81,498 6,63,924 6,71,625 7,11,398 6,74,492 16.0% Wealth Management AUM 4,97,104 5,71,380 5,79,509 6,12,449 5,79,286 16.5% 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% 75% 13% Sandeep Tandon Best Private Equity House in 2025 Independent Director Best Private Credit House Revathy Ashok Independent Director Awarded with Industry’s Highest Honours, including India’s Best Independent Wealth Manager at
Slide 11: Annual Business & Segmental Update
Agenda II. Annual Business & Segmental Update
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 Capital Markets Comprehensive, unbiased advice and execution Disciplined investment philosophies that align Reputed capital markets’ platform with capabilities across our clients’ financial & ou
Slide 13: Wealth Management
Wealth Management | |
Slide 14: Changing Paradigm of Wealth Management - One-stop advisor
Wealth Management Changing Paradigm of Wealth Management - “One-stop advisor” - Capital optimization and value creation through bespoke advice TABLE STAKES - Diversified multi-asset portfolios with a sophisticated level of curation, proprietary product access and seamless digital journeys Core Wealt
Slide 15: Global trends act as tailwinds for expanding 360 ONE Wealth's proposition
Wealth Management Global trends act as tailwinds for expanding 360 ONE Wealth’s proposition Global Wealth Trends 360 ONE Wealth - “Indispensable Partner” 1 Generational & Geographic Wealth Shift Family Office & Trust Services Global Investing ▸ Inter-generational wealth transfer of $83+ trillion by
Slide 16: 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 360 ONE Plus Product Distribution Transaction & Broking Services Lending Tailored engagement model Innovation-driven products Independent broking license enabling Clients benefit from our lending delive
Slide 17: Unwavering focus on client-centricity driven by exceptional talent
Wealth Management Unwavering focus on client-centricity driven by exceptional talent and a spirit of continuous innovation Client Vintage (FY26) Team Leader (TL) Vintage (FY26) TL split by Vintage Average AUM per TL by Vintage (INR Crs) 11% 9,438 8% 26% AUM - Count 46% Rich Relevant of relevant 3,80
Slide 18: ET Money - A lifecycle-led digital wealth platform
Wealth Management ET Money - A lifecycle-led digital wealth platform with monetization at every stage Choice at Entry Full Transparency Distribution model with embedded Clients choose how they pay - complete commissions or Advisory model with transparency from day one Transparent Revenue Model subsc
Slide 19: 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) 2,284 +26% CAGR 421 1,845 +20% CAGR 1,362 1,507 85 1,038 1,110 1,101 351 718 844
Slide 20: Wealth Management - Key Annual Financial Highlights
Wealth Management Wealth Management - Key Annual Financial 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 (DP
Slide 21: Wealth Management - Key Quarterly Financial Highlights
Wealth Management Wealth Management - Key Quarterly Financial Highlights P/L Summary (INR Crs) Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 YoY% Total Wealth AUM (ex-custody) 3,51,321 4,05,995 4,20,898 4,36,697 4,20,608 19.7% Wealth ARR AUM 1,62,433 1,94,773 2,03,208 2,18,957 2,16,734 33.4% 360 ONE Plus
Slide 22: Asset Management
Asset Management | |
Slide 23: 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 Public 360 ONE Asset is one of India's Equity Diversified Concentrated Thematic Quant Long Short largest alternative asset (INR 40,75
Slide 24: Our Competitive Edge
Asset Management Our Competitive Edge LEVERAGING THE POWER OF 360 ONE ECOSYSTEM STRONG INSTITUTIONAL READINESS • Unparalleled deal sourcing, due diligence and portfolio • Deep understanding of focus industries, company management capability through 7,000+ founders and stages and Indian capital marke
Slide 25: Public Equity - Built on deep research, proprietary frameworks and collaboration
Asset Management Public Equity - Built on deep research, proprietary frameworks and collaboration INR 40,700 Crs+ ~20 SCDV AU M I n ve s t m e n t t e a m Proprietary framework Mutual Funds PMS SIF SMAs AIF - CAT III GIFT Structured Proprietary SCDV Research-First Investment Process Framework Cultur
Slide 26: Private Equity - Unique differentiated platform
Asset Management Private Equity - Unique differentiated platform One of the largest in the country 360 ONE Private Equity Proven track record of Innovation 2026 1st Defence & Space Tech (Multi-Stage) Fund ~INR 30,000 Crs >20% AUM FY20 - 26 AUM CAGR 2024 1st Secondaries Fund “Most Active Investor” of
Slide 27: Private Credit - Resilient, secured & diversified portfolio
Asset Management Private Credit - Resilient, secured & diversified portfolio with strong track record SCALE Market leadership position in Performing Credit space; #1 in this space TRACK INR 22,500+ Crs capital deployed till date; ~INR 12,000 Crs investments exited RECORD Successfully raised 4 credit
Slide 28: Real Assets - Play on India's infrastructure inflection
Asset Management Real Assets - Play on India's infrastructure inflection INR 18,000 Crs+ INR 6,700 Crs+ Over INR 8,000 Crs Fund raised till date AUM Distributions 100+ 80+ ~15% Investments Made till date Exits Achieved Till date Weighted Average Exit IRR 30+ 14 - 16% 15 Portfolio Companies IRR of fu
Slide 29: 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 95,206 +21% CAGR 781 84,395 600 455 483 360 72,248 198 52,533 41,613 FY21 FY22 FY23 FY24 FY25 FY26 58,298 55,574 38,313 Operating PBT (INR
Slide 30: Asset Management - Key Annual Financial Highlights
Asset Management Asset Management - Key Annual Financial 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 1
Slide 31: Asset Management - Key Quarterly Financial Highlights
Asset Management Asset Management - Key Quarterly Financial Highlights P/L Summary (INR Crs) Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 YoY% Total Asset Management AUM 84,395 92,544 92,116 98,949 95,206 12.8% Alternative Investment Fund 41,613 45,141 45,473 50,934 52,533 26.2% Discretionary PMS 31,296
Slide 32: Capital Markets
Capital Markets | | | | |
Slide 33: 360 ONE Capital - Integration of research, advisory, and execution capabilities
Capital Markets 360 ONE Capital - Integration of research, advisory, and execution capabilities across a wider spectrum of services and new market segments Institutional Equity Broking Equity Capital Markets • Full broking services to a diversified client base of • Deal origination through coverage
Slide 34: Strategic Enablement
Strategic Enablement | | | | |
Slide 35: Guiding principles for firm-wide Technology & AI-related initiatives
Enablers - Technology & AI Guiding principles for firm-wide Technology & AI-related initiatives 1 Own IP Privacy-by-Design 4 Our own “Platform IP” as Tech and AI are Strict persona-based access controls to becoming the “Strategic Asset” for the business ensure users only see information and insights
Slide 36: AI @ 360 ONE - treated as core infrastructure, not an IT initiative
Enablers - Technology & AI AI @ 360 ONE - treated as core infrastructure, not an IT initiative Building core AI agents for sustainable and scalable impact… Launched 360ONE Centre of Excellence for AI (COE - AI) Customer RM, Product & Fund Manager Compliance Operations Service AI Agent IC AI Agent AI
Slide 37: A robust risk framework underpins every aspect of 360 ONE's business operations
Enablers - Risk & Governance A robust risk framework underpins every aspect of 360 ONE’s business operations Well-defined accountability for effective Ongoing benchmarking of internal tracking & assessment of key risks, and practices and controls against leading suggesting effective mitigants indust
Slide 38: 360 ONE Foundation - Focus Areas and Differentiated Approach
Enablers - CSR & ESG 360 ONE Foundation Our Focus Areas and Differentiated Approach Focus Areas Livelihood Interventions across (1) Employability and (2) Entrepreneurship Traditional Philanthropy Differentiated Approach of and CSR Develop skills & Digital & financial literacy Capex support Technical
Slide 39: 360 ONE Foundation - Reach and Impact
Enablers - CSR & ESG 360 ONE Foundation Reach and Impact Foundation’s reach over 5 years 20 1,88,000+ States & UTs Unique beneficiaries 19 ~33% Flagship of flagship programs programs since exclusively target FY22 women beneficiaries Impact Metrics for Flagship Projects 4.44x 5.13x 3.24x Program Bene
Slide 40: We are committed to a 360 approach to ESG
Enablers - CSR & ESG We are committed to a 360o approach to ESG Progressing on the path of leading Environmental, Social and Governance (ESG) practices Environment Social Governance • ~72%1 of total power from renewable sources • Gender diversity at 29% (March 2026) • Published GRI tagged standalone
Slide 41: Financial Update - Q4 and Full Year FY26
Agenda III. Financial Update - Q4 and Full Year FY26
Slide 42: Business Snapshot - FY26
Business Snapshot - FY26 Wealth Management Total ARR Net Flows INR 55,875 Crs Asset Management INR 217k Crs / $24bn ARR AUM INR 95k Crs / $10bn ARR AUM ARR AUM INR 46,576 Crs ARR Net Flows INR 312k cr INR 9,299 Crs ARR Net Flows INR 2,284 Crs / $250mn Op. Revenue INR 781 Crs / $85mn Op. Revenue 8,50
Slide 43: Key Financial Highlights - Q4 and Full Year FY26
Key Financial Highlights - Q4 and Full Year FY26… • Continued focus on ARR AUM at INR 3,11,940 Crs - up 26.4% YoY • ARR Net flows for Q4 FY26 at INR 8,985 Crs; FY26 net flows of INR 55,875 Crs (excl. inorganic, net flows were INR 35,199 Crs, i.e., 14% of FY26 opening ARR AUM) AUM • Total AUM at INR
Slide 44: Key Financial Highlights - Q4 and Full Year FY26
Key Financial Highlights - Q4 and Full Year FY26 • FY26 operating costs are not comparable with FY25 due to consolidation of B&K Securities and ET Money during the year • FY26 Total Costs stood at INR 1,568 Crs - up 28.7% YoY • Employee costs stood at INR 1,123 Crs, while Administrative costs at INR
Slide 45: Consolidated Business Summary
Consolidated Business Summary Particulars (INR Crs) Q4 FY26 Q3 FY26 QoQ % Q4 FY25 YoY % FY26 FY25 YoY% Annual recurring revenue assets 3,11,940 3,17,906 -1.9% 2,46,828 26.4% 3,11,940 2,46,828 26.4% Revenue 780 826 -5.5% 658 18.5% 3,144 2,652 18.6% Annual Recurring Revenue 605 619 -2.4% 502 20.4% 2,2
Slide 46: Wealth Management
Wealth Management
Slide 47: Segmental Business Snapshot - Annual
Segmental Business Snapshot - Annual ARR AUM ARR Net Flows ARR Revenue ARR Retention Particulars (INR Crs) FY25 FY26 FY25 FY26 FY25 FY26 FY25 FY26 Wealth Management 1,62,433 2,16,734 22,334 46,576 1,101 1,507 0.73% 0.76% Wealth Management Particulars (INR Crs) UHNI Segment HNI Segment Mass Affluent
Slide 48: Segmental Business Snapshot - Quarterly
Segmental Business Snapshot - Quarterly ARR AUM ARR Net Flows ARR Revenue ARR Retention Particulars (INR Crs) Q3 FY26 Q4 FY26 Q3 FY26 Q4 FY26 Q3 FY26 Q4 FY26 Q3 FY26 Q4 FY26 Wealth Management 2,18,957 2,16,734 10,321 6,957 415 396 0.79% 0.74% Wealth Management Particulars (INR Crs) UHNI Segment HNI
Slide 49: ARR AUM Segmental Snapshot - Annual
ARR AUM Segmental Snapshot - Annual ARR AUM Build up - FY26 Revenue Build up - FY26 Products (INR Crs) Opening AUM Closing AUM Average AUM Retentions Revenue Total ARR 1,62,433 2,16,734 1,98,494 0.76% 1,507 360 ONE Plus 62,212 85,039 72,385 0.30% 221 Discretionary (PMS) 11,401 12,133 12,401 0.47% 59
Slide 50: ARR AUM Segmental Snapshot - Quarterly
ARR AUM Segmental Snapshot - Quarterly ARR AUM Build up - Q4 FY26 Revenue Build up - Q4 FY26 Products (INR Crs) Opening AUM Closing AUM Average AUM Retentions Revenue Total ARR 2,18,957 2,16,734 2,16,904 0.74% 396 360 ONE Plus 83,676 85,039 82,363 0.31% 63 Discretionary (PMS) 13,207 12,133 12,965 0.
Slide 51: Asset Management
Asset Management
Slide 52: Segmental Business Snapshot - Annual
Segmental Business Snapshot - Annual ARR AUM ARR Net Flows ARR Revenue ARR Retention Particulars (INR Crs) FY25 FY26 FY25 FY26 FY25 FY26 FY25 FY26 Asset Management 84,395 95,206 3,640 9,299 600 781 0.74% 0.83% Asset Management Particulars (INR Crs) Listed Alternates Total FY25 FY26 FY25 FY26 FY25 FY
Slide 53: Segmental Business Snapshot - Quarterly
Segmental Business Snapshot - Quarterly ARR AUM ARR Net Flows ARR Revenue ARR Retention Particulars (INR Crs) Q3 FY26 Q4 FY26 Q3 FY26 Q4 FY26 Q3 FY26 Q4 FY26 Q3 FY26 Q4 FY26 Asset Management 98,949 95,206 4,437 2,028 205 209 0.85% 0.86% Asset Management Particulars (INR Crs) Listed Alternates Total
Slide 54: ARR AUM Segmental Snapshot - Annual
ARR AUM Segmental Snapshot - Annual ARR AUM Build up - FY26 Revenue Build Up - FY26 Products (INR Crs) Opening AUM Closing AUM Average AUM Retentions Revenue Total ARR 84,395 95,206 93,862 0.83% 781 Discretionary Portfolio Manager 31,296 30,184 33,474 0.46% 154 Standardized 7,527 7,867 8,291 0.80% 6
Slide 55: ARR AUM Segmental Snapshot - Quarterly
ARR AUM Segmental Snapshot - Quarterly ARR AUM Build up - Q4 FY26 Revenue Build Up - Q4 FY26 Products (INR Crs) Opening AUM Closing AUM Average AUM Retentions Revenue Total ARR 98,949 95,206 99,015 0.86% 209 Discretionary Portfolio Manager 34,536 30,184 33,052 0.49% 40 Standardized 8,870 7,867 8,581
Slide 56: Capital Allocation & Dividend History
Capital Allocation & Dividend History Net Worth (INR Crs) Consistent Dividend History INR / share Wealth Management 1,033 Total FY22 13.8 Asset Management 1,516 Total FY23 17.3 Fixed Assets 856 Total FY24 16.5 Lending 3,317 Total FY25 6.0 (A) Tangible 6,722 Total FY26 12.0 Total FY27 till date 6.0 (
Slide 57: Awards & Recognitions - Reinforcing our Leadership Position
Awards & Recognitions - Reinforcing our Leadership Position 180+ AWARDS IN 18 YEARS - A TESTAMENT TO THE TRUST OF OUR CLIENTS AND OUR COMMITMENT TO EXCELLENCE BEST INDEPENDENT BEST FOR FAMILY OFFICE BEST FOR DISCRETIONARY BEST PRIVATE BANK - BEST DOMESTIC PRIVATE BEST FOR SUCCESSION BEST PRIVATE CRE
Slide 58: 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 59: 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 60: Thank you
Thank you 360 ONE