360 ONE WAM LIMITED announced the appointment of Aashish Agarwal as the new Chief Executive Officer of the 360 ONE WAM Group, effective from February 15, 2027. This strategic move aims to further grow and strengthen the business, positioning the firm to build across its three verticals: Wealth Management, Asset Management, and Capital Markets.

Leadership Transition

Karan Bhagat, currently Managing Director & CEO, will be appointed as Vice Chairman and continue as Managing Director of the Group, driving group strategy, capital allocation, and key client & institutional relationships. Yatin Shah, Co-Founder of 360 ONE, will continue to drive the firm’s leadership in wealth management.

Strategic Vision

With this leadership change, 360 ONE is well-positioned to build for the scale that India’s next chapter of growth will demand. As India’s economy advances towards a USD 5 trillion and eventually a USD 15 trillion economy, 360 ONE intends to be at the forefront of this shift, as a leading Indian institution serving the country’s most sophisticated capital allocators.

Forward-Looking Statement

Aashish Agarwal brings exceptional financial services depth and an owner’s mindset to building businesses. He looks forward to working closely with the founders to build an Indian financial institution of enduring scale and global standing.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of 360 ONE WAM LIMITED

360 ONE WAM LIMITED belongs to the Financial Services › Asset Management sector. Here’s a quick read on where the business and the stock stand today.

360 moves sideways over three months, with neither buyers nor sellers taking control. D/E of 1.56 is elevated. As a result, debt servicing will compress free cash flow in a high-rate environment. Industry-leading margins of 26.5% reflect exceptional pricing power and operational efficiency. The stock holds at 52% of its 52-week range with RSI at 39. In other words, neither side has a clear edge right now. Revenue grows at 24.0% and profits at 22.7% CAGR — a genuinely strong business. Nevertheless, the stock drops 3.7% in three months. The market sells the stock, not the story. Watch whether that changes at the next earnings. Check Fundamentals of 360 ONE WAM LIMITED.

360 ONE WAM Limited, one of India’s largest wealth and alternate asset managers, announced its financial results for the quarter ended June 30, 2026. The consolidated profit after tax (PAT) for the quarter stood at ₹330 crore, marking a 14.8% year-on-year increase from ₹287 crore in Q1 FY26. Total revenue for the quarter surged by 20% year-on-year to ₹870 crore, driven by robust growth in annual recurring revenue (ARR) and assets under management (AUM).

Financial Performance

The total revenue for Q1 FY27 increased by 20% year-on-year to ₹870 crore, primarily due to a strong rise in ARR. Revenue from operations was ₹822 crore, up 24.2% year-on-year. The ARR revenue increased by 20.3% year-on-year to ₹614 crore. The company’s assets under management (AUM) stood at ₹7,76,755 crore as of June 2026, up 17% year-on-year. The tangible net worth was ₹6,882 crore, and the tangible return on equity was 19.4%.

Operational Highlights

The wealth management segment saw an increase in annual recurring revenue AUM to ₹2,41,896 crore, up 24.2% year-on-year. The asset management segment’s ARR AUM grew by 8.2% year-on-year to ₹1,00,139 crore. The company’s net flows for the quarter were ₹10,815 crore, reflecting strong client inflows. The company is well-positioned for sustained, profitable growth as it continues to expand its presence across asset classes and geographically.

As we deepen our presence across asset classes, expand geographically, and scale newer businesses with patience and discipline, we are well positioned for sustained, profitable growth.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of 360 ONE WAM LIMITED

360 ONE WAM LIMITED belongs to the Financial Services › Asset Management sector. Here’s a quick read on where the business and the stock stand today.

360 posts a 2.1% three-month gain, but softens in the last few weeks. Industry-leading margins of 27.2% reflect exceptional pricing power and operational efficiency. Revenue grows at 24.0% and profits at 22.7% CAGR. Both numbers are exceptional. The stock gives back 2.9% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. Revenue grows at 24.0% and profits at 22.7%, and the dividend yield stands at 1.64%. The business is in good shape. Moreover, a stock that does not move despite strong fundamentals often offers better value than one already priced for perfection. Check Fundamentals of 360 ONE WAM LIMITED.

360 ONE WAM LIMITED (360ONE) breaks below support, falling -5% to ₹1083.6 on the NSE on 08 Jul 2026. The move follows the company’s announcement of receiving a Certificate under SEBI (Depositories and Participants) Regulations, 2018, from MUFG Intime India Private Limited. This decline is notable as it breaks the previous breakout pattern, indicating a shift in market sentiment. In the financial services sector, particularly asset management, 360ONE’s move seems to be more company-specific rather than a sector-wide trend, given the robust performance metrics and growth outlook of the company.

Technical setup — trendlines & DMA

The current 6M trendline structure shows a breakdown, with the stock now trading below the 6M support trendline of ₹1107.31 by 2.19%. Resistance is at ₹1145.59, which is 5.72% above the current price. The 50-DMA at ₹1092.0 and the 200-DMA at ₹1098.1 are both above the current price, indicating a bearish trend. However, the stock is trading in the middle third of its 52-week range, suggesting that while there is room for further downside, a significant portion of the potential move may already be priced in.

Fundamentals & business context

With a PE of 39.3 and profit margins at 27.2%, 360ONE is trading at a premium, reflecting its strong revenue CAGR of 24.0% and profit CAGR of 22.7% over the past five years. The market appears to be pricing in continued growth and stability, given the company’s excellent efficiency and very low debt levels. Institutional holding stands at 67.8%, indicating strong confidence from smart money. There was no specific NSE catalyst today beyond the regulatory filing, which typically does not drive significant price action.

Algorithmic scorecard

The overall algorithmic scorecard reflects a balanced view, with strong fundamental scores offset by weaker technical indicators. The strongest signals include the excellent revenue and profit CAGRs, indicating robust business growth, and the very low debt levels, which suggest strong financial health. On the weaker side, the bearish trend signaled by the 50-DMA below the 200-DMA and the stock’s decline over the past year highlight near-term technical challenges. Additionally, the low dividend yield of 1.62% may be a concern for income-focused investors.

Company outlook

Management provided forward-looking guidance indicating that ARR revenue is expected to remain around 75% of total revenue from operations. They anticipate ARR retention yields to improve as newer businesses scale up, with quarterly TBR expected to be around ₹175-180 crores. For Wealth Management, the AUM growth target is set at 20-25%, with a relationship manager addition target of 20-25%. Profit growth for Wealth Management is projected at 15-25%. Management expects to move towards a cost-to-income ratio of 45-47% over the next 2-3 years and anticipates a 12-15% opening AUM growth annually for Wealth Management. They also plan to grow relationship managers by 25-30% annually over the next 3-4 years and aim for a 15-25% profit growth on the Wealth Management side. Additionally, the integration benefits of B&K Capital are expected to start coming in soon, and the company is building a strong team on the Banking side for 360 ONE Capital while expanding equity and equity-related income through research and 360 ONE Capital Equities business.

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