Best Private Bank India
360 ONE Wealth
Best Private Bank – India
Karan Bhagat
founder, MD & CEO
“This recognition by Asian Private Banker – for the second year in a row – holds immense significance as it reflects the strength of our team and our shared commitment to delivering the best of private banking to our clients.
“The honour comes at a time when India experiences remarkable growth and opportunities for wealth creation. In such a competitive terrain, 360 ONE Wealth has emerged as one of the nation’s strongest and best-performing private banks, with an AUM of $68 billion. We are truly humbled and grateful.
“Over the last few years, we have undergone a transformative journey. Beginning with our strategic pivot to a recurring revenue model in 2020, we have invested in our people, propositions, platforms, and processes, achieving business scale and stability.
“While we revel in this year’s accomplishments, we remain firm in our commitment to responsible growth. To our clients, partners, employees, and all stakeholders, thank you for your trust and for helping us build a legacy of excellence.”
What was behind the judges’ decision?
- Outstanding revenue performance, client asset growth, and net new asset acquisitions, surpassing competitors in the Best Private Bank – India category. The firm’s healthy cost-to-income ratio and expansion to key geographies were recognised as key strengths.
- A well-integrated wealth management platform that offers tailored advisory, estate planning, and investment management solutions for ultra high net worth individuals and family offices, with expertise in succession planning, philanthropy, and multi-generational wealth structuring.
- Advanced digital tools, AI-driven insights, and expert advisory enhance client experience and portfolio management. Digital onboarding and AI-powered monitoring ensure transparency, efficiency, and control over wealth.
What we said…
“360 One Wealth has distinguished itself through its client-centric approach, sophisticated advisory capabilities, and innovative wealth solutions,” said Audrey Raj, senior consultant, South Asia editor of Asian Private Banker. “Key highlights for 360 One Wealth is its holistic wealth management strategy, integrating investment management, estate planning, and succession advisory.
“Additionally, the firm’s investment in technology and data analytics enhances its ability to offer personalised insights and asset allocation. 360 One Wealth has also shown strength and innovation by growing its range of investment options, especially in private markets and alternative assets. This aligns with the changing needs of sophisticated investors.
“This combination of operational excellence, technological innovation, and client-centric solutions has earned 360 One Wealth the Best Private Bank – India at the Awards for Distinction 2024. A big kudos to the team.”
Contact Us
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