360 ONE WAM Expands AUM by INR 5,200+ Crores Through UBS India Acquisition

360 One WAM , a prominent player in the wealth and asset management sector, has made a significant move by acquiring over INR 5,200 crores in assets under management (AUM) from UBS India's business. This strategic acquisition brings more than 80 ultra-high net worth families into 360 ONE WAM's client portfolio, marking a substantial expansion in their market presence.

Key Highlights

Aspect	Details
Acquisition	Over INR 5,200 crores AUM from UBS India
New Clients	80+ ultra-high net worth families
Gross Flows	Steady in equities and alternatives
New Products	Strong offerings expected in coming quarters
Projected Cost-to-Income Ratio	47-48% by Q3/Q4 FY25, 46-47% in the following year
Expected Quarterly Net Flows	INR 8,000-10,000 crores
Net Flow Distribution	75% from wealth management, 25% from asset management
Annual Transaction Income Growth	10-15% (Target: INR 900-1200 crores)
Projected Net Flows	10-12% of initial AUM

Business Performance and Projections

360 ONE WAM reports steady gross flows in equities and alternatives, with expectations of strong new product offerings in the coming quarters. This outlook suggests the company's commitment to diversifying its product range and catering to evolving client needs.

The company projects its cost-to-income ratio to reach 47-48% by the third or fourth quarter of FY25, with a slight improvement to 46-47% in the subsequent year. This indicates a focus on maintaining operational efficiency while scaling up its business operations.

Financial Targets

360 ONE WAM has set targets for its financial performance:

Quarterly net flows are expected to range between INR 8,000-10,000 crores.
The company anticipates that 75% of these net flows will come from wealth management, while the remaining 25% will be contributed by asset management.
Annual transaction income is projected to grow by 10-15%, with a target range of INR 900-1200 crores.
Net flows are expected to account for 10-12% of the initial AUM.

These projections reflect 360 ONE WAM's strategy and its aim to capitalize on market opportunities.

The acquisition of UBS India's AUM and the onboarding of numerous ultra-high net worth families signify 360 ONE WAM's expanding footprint in the wealth management space. This move may potentially strengthen the company's position in the competitive wealth and asset management industry.

As the company continues to grow and adapt to market dynamics, investors and industry observers will likely keep a close watch on 360 ONE WAM's ability to meet its projected targets and maintain its growth trajectory in the coming quarters.

1 Day	5 Days	1 Month	6 Months	1 Year	5 Years
+0.58%	+1.79%	+15.51%	+16.44%	+14.47%	+427.56%

360 One WAM Limited, one of India's leading wealth and alternates asset managers, has announced robust financial results for the second quarter of fiscal year 2026, demonstrating significant growth across key metrics.

Financial Highlights

Profit After Tax (PAT) reached ₹316.00 crore, marking a 27.7% year-over-year increase
Total revenue surged to ₹813.00 crore, up 31.5% compared to the same quarter last year
Assets Under Management (AUM) grew to ₹6,71,625.00 crore as of September 30, 2025
Annual Recurring Revenue (ARR) AUM rose by 21.7% YoY to ₹2,95,324.00 crore

Business Performance

The company's Wealth Management segment showed strong growth, with ARR AUM increasing to ₹2,03,208.00 crore, a 29.6% YoY rise. This growth was supported by robust performance across various segments:

360 ONE Plus proposition grew by 32.4% YoY
Distribution business increased by 26.3% YoY
Lending business expanded by 52.1% YoY

The Asset Management segment also demonstrated positive momentum, with ARR AUM rising to ₹92,116.00 crore, a 7.4% YoY increase. This growth was primarily driven by:

Private Equity: 21.1% YoY growth
Real Assets: 39.7% YoY growth
Customized multi-asset: 11.7% YoY growth

Strategic Developments

360 ONE WAM completed the transfer of UBS AG's India wealth management business on September 29, 2025. Additionally, UBS AG subscribed to convertible warrants representing a 4.95% stake in 360 ONE WAM, demonstrating its commitment to the rapidly growing Indian wealth management sector.

Management Commentary

Karan Bhagat, MD & CEO of 360 ONE WAM, commented on the results: "Positive business momentum continued in Q2 across all segments despite a benign macro environment and market sentiment. Overall liquidity events have been supportive, reflecting the underlying strength and confidence in our ecosystem. We are steadily strengthening our teams across geographies and putting in place the building blocks for our collaboration with UBS, where the outlook remains very encouraging."

Operational Metrics

Combined ARR retention improved to 76 basis points, compared to 68 basis points in Q2 FY25
Wealth Management retention stood at 72 basis points
Asset Management retention reached 83 basis points
The company now manages assets for over 8,500 relevant families and corporates

Dividend Announcement

The Board of Directors has approved a second interim dividend of ₹6.00 per share for FY 2025-26, with the record date set for Monday, October 27, 2025.

360 ONE WAM's strong Q2 FY26 results reflect its continued focus on client-centric strategies and product innovation across its wealth and asset management segments. The company's strategic initiatives, including the collaboration with UBS AG and the integration of B&K Securities, position it well for sustained growth in the dynamic Indian financial services landscape.