Yatin Shah, co-founder of 360 ONE and CEO of 360 ONE Wealth, has been instrumental in shaping the firm’s growth strategy and strengthening its position as one of India’s leading wealth and asset management firms. What began 17 years ago as a vision built around the client has evolved into a platform managing more than $76 billion in assets under management (AUM).
With over two decades of experience in wealth management, Yatin has helped expand the firm’s capabilities across investment solutions, capital markets, private equity, discretionary portfolio management, estate planning, and next-generation advisory. This breadth of expertise positions 360 ONE as a trusted partner for wealthy families seeking to grow, optimise, and transfer their legacies.
“At 360 ONE, our success comes from a relentless focus on identifying our clients’ needs and building solutions that help us acquire, retain, and grow both our client relationships and talent. Not above or across – we sit on the same side of the table as our clients,” says Shah.
This approach resulted in global recognition at the Global Private Banking Innovation Awards 2025, where 360 ONE secured five major wins, including Outstanding Achievement by CEO of a Wealth Management Institution and Best Pure Play Private Bank – India. “These awards reflect the dedication of our teams, who are deeply aligned with our clients’ long-term goals,” Shah notes.
Shah is focused on maintaining 360 ONE’s industry leadership through four key pillars: product innovation, platform strength, proposition, and people. Recent strategic milestones, such as the exclusive collaboration with UBS to cater to global Indians, have positioned the firm for the next phase of growth.
The firm is deepening relationships across its wealth, asset, and capital market businesses, improving profitability as newly built capabilities mature, and investing in a strong, future-ready talent bench. As it strengthens its leadership among UHNIs and Alternates and expands its reach into the HNI segment, 360 ONE is positioning itself to serve a broader spectrum of India’s growing wealth landscape with the same rigour, innovation, and client-first ethos that define the firm today.
