This is a leading wealth and asset management company in India, specializing in financial planning for High Net Worth Individuals (HNIs), Ultra-HNIs, family offices, and corporates. The firm strategically manages their investment portfolios to help grow their assets.
The company's shares experienced a 21% decline from January to May, while delivering a 30% return over the year. According to exchange reports, while most Foreign Institutional Investors (FIIs) were divesting from Indian stocks during the January-March 2025 quarter, some companies saw increased FII holdings, including 360 ONE WAM Ltd. (formerly IIFL Wealth Management Ltd.), which boasts the highest FII holding at 67.22%.
Promoter shareholding decreased from 16.79% to 14.2% between June 2024 and March 2025. Conversely, pledged shareholding increased from 43.25% to 44.41%.
Strong Earnings and Robust AUM Growth Attract FII Investors
Why is this company so attractive to FIIs? Experts point to a remarkable 45% year-on-year increase in the company's annual income in Q3FY25. Operational income saw a 37.7% YoY increase, while ARR income rose by 26.2% YoY. Profitability increased by 41.7% YoY, and AUM (Assets Under Management) grew by 27.6%.
Among the top FII investors, exchange data reveals BC Asia Investments X Ltd. holds the largest stake at 22.55%, followed by Smallcap World Fund at 7.87%, and Capital Income Builder at 4.04%.
What does 360 ONE WAM Ltd. (formerly IIFL Wealth Management Ltd.) do?
360 ONE WAM Ltd. is a top wealth and asset management company in India, creating bespoke financial plans and managing assets for HNIs, Ultra-HNIs, family offices, and corporates.
- Wealth Management: Provides services such as investment planning, tax strategies, and asset allocation for high-net-worth individuals and families to mitigate risk and enhance returns.
- Asset Management: Raises capital from investors and invests it across various asset classes through offerings like mutual funds, portfolio management services (PMS), and alternative investment funds (AIF).
- Lending Solutions: Offers loans to affluent clients secured against assets such as shares, bonds, and real estate.
