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360 ONE Wealth
360 ONE Wealth runs a multi-family office in Mumbai, India. Financial-services entrepreneurs Karan Bhagat and Yatin Shah founded the firm in 2008 after...
360 ONE Wealth
360 ONE Wealth runs a multi-family office in Mumbai, India. Financial-services entrepreneurs Karan Bhagat and Yatin Shah founded the firm in 2008 after building India’s IIFL wealth platform. It advises affluent families on investment management, estate planning, credit solutions, and philanthropic strategies and uses institutional partnerships plus a diversified team to preserve and grow multigenerational capital.
General information
Firm type
Multi Family Office
Year founded
2008
AUM
79B (Altss estimate)
Location
Region
Asia
Country
India
City
Austin
Corporate office
Mumbai, India
Principals
Karan Bhagat
Founder, MD, and CEO of 360 ONE WAM
Yatin Shah
Co-founder and CEO of 360 ONE Wealth
Nirmal Jain
Business Partner
Sector focus
Frequently asked questions
Who runs investment decisions at 360 ONE Wealth?
Yatin Shah serves as co-founder and CEO. Karan Bhagat acts as founder and managing director of the broader 360 ONE WAM entity. Decisions draw on a team that includes credit and real-asset specialists.
How does 360 ONE Wealth source proprietary deal flow?
The firm leverages long-standing relationships from the IIFL platform era and co-investments with General Atlantic. Direct ownership of Indian real assets such as Three Sixty West provides additional origination channels.
Does 360 ONE Wealth participate in fund commitments or only direct deals?
The firm executes both fund commitments and direct investments. Portfolio records show positions in hedge funds alongside owned real-estate assets such as Bluegrass Business Park.
What investment stages does 360 ONE Wealth typically target?
The firm covers seed through buyout and pre-IPO stages. It also maintains exposure to expansion and growth equity within Asia.
Where does the underlying wealth come from?
The firm originated from the IIFL wealth-management business founded by Nirmal Jain and scaled by Bhagat and Shah. It now serves multiple affluent Indian families rather than a single source.
Does 360 ONE Wealth maintain philanthropic structures, and how are they separated?
The 360 ONE Foundation handles philanthropic activities. It operates as a distinct vehicle from the investment-advisory business.
What is 360 ONE Wealth's known posture on co-investments alongside external GPs?
The firm has maintained a long-term co-investment relationship with General Atlantic since 2015. It also participates in club-style arrangements through YPO and EO networks.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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