Mid Asset Management
Market Cap
₹44,514 ₹44,514 Cr.
P/E
35.27
PEG
1.75
PEG = P/E ÷ 5yr Forward EPS CAGR
5yr Forward EPS CAGR Thesis - Base Case

- The thesis hinges on sustaining 12–15% ARR net flows on a growing opening AUM base with blended retention at 75+ bps; quarterly flow and retention prints are the near-term triggers.- Bear path is driven by market corrections, talent attrition, and retention compression below 70 bps, while bull path requires faster UBS/HNI scaling and B&K TBR run-rate gains.
- Cost-to-income trajectory is the swing factor: progress toward the guided 46% supports margin expansion, while C/I above 50% for two consecutive quarters would delay earnings growth.

Key Ratios

Debt to Equity
Debt to Equity
1.73
Div Yield (%)
Div Yield (%)
1.10
Individual < 2 lac
Individual < 2 lac
4.83 %
Institutions
Institutions
77.26 %
Market cap
Market cap
44,514 Cr
No. of Shareholders
No. of Shareholders
76,687
OPM (%)
OPM (%)
61.99 %
PE
PE
35.27
Prom Holding
Prom Holding
6.20 %
ROCE (%)
ROCE (%)
14.99
ROE (%)
ROE (%)
12.37
Sales
Sales
4,637 Cr
  • 360 One Wam
  • Anand Rathi Wealth
  • Nuvama Wealth Mgmnt.
  • TJI Asset Management
Last updated on 28 Aug 2026
  • 360 ONE, broadened by QIP-funded ET Money, B&K and UBS additions, runs HNI wealth advisory plus asset management across mutual funds, alternates, PMS, GIFT City, retail and broking.
  • Earnings on recurring fees; recurring share ~75% of revenue at ~74 bps retention; Wealth larger base, Asset higher rate.
  • Consolidating alternates funds under dedicated platform; GIFT City retail licence in place.
  • Near term rests on cost-to-income improving as integration costs fade.
  • Rs.336 Cr tax demand stays contingent, appeal pending.
  • UBS and Murarka warrant conversion Nov 2026–Jan 2027
    remaining 75% cash comes in on conversion.
  • Rs.336 Cr tax appeal No timeline
    decides whether contingent demand needs provision.
  • Alternates business transfer No timeline
    shifts investment-manager role to dedicated arm at not less than book value, pending approvals.
  • GIFT City retail launch No timeline
    first fund under retail licence starts AUM build.
Price Range

See where the stock is trading versus its 52-week high and low.

Low
906
52W Range
High
1236
Timeline

Key company specific updates.

Custom financial statement

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Forensics

9 Yes

Positive for this company

2 Neutral

Neutral for this company

6 No

Negative for this company

0 No Data

Insufficient data to analyse

Market Share

9 %
(as of Mar 21)
Wealth Managed by Wealth Advisors - Market Share

Revenue mix

Segment Break-Up

Location Wise Break-Up

Operating Profit Break-Up

AUM Break-Up - Wealth Management

AUM Break-Up - Asset Management

AUM Break-Up

Asset Break-Up - Segment Wise

Fee and Commission Income

Operational Metrics

    Select a Metric
    • AUM - Mutual Funds (Crs)
    • 5 Yr AUM CAGR - Mutual Funds (%)
    • % of AUM in equity fund (%)
    • AUM - NBFC (Crs)

    Peer Comparison

    Corporate Actions

    Consolidated
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    FAQs on 360 One Wam Ltd. Business

    360 ONE WAM is one of India’s leading wealth and asset management firms, catering to the financial interests of ultra-high-net-worth and high-net-worth families, institutional and emerging affluent clients. It offers holistic solutions across wealth management, asset management, lending, and estate planning delivered with complete alignment to its clients’ goals. The company’s products, platform, cutting-edge advisory offering and client engagement-first philosophy have positioned it at the forefront of India’s evolving wealth landscape.

    360 One Wam major competitors are Anand Rathi Wealth, Nuvama Wealth Mgmnt., Aditya Birla Sun AMC, Prudent Corporate, Nippon LifeInd.Asset, Edelweiss Fin. Serv..
    Market Cap of 360 One Wam is ₹43,821 Crs.
    While the median market cap of its peers are ₹31,516 Crs.

    360 One Wam seems to be less financially stable compared to its competitors.
    Altman Z score of 360 One Wam is 2.49 and is ranked 5 out of its 7 competitors.

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