Comprehensive wealth management, insurance advisory, and NRI financial services β crafted for those who demand precision and performance.
βΉ1 Lakh invested in 1994 across different asset classes β watch how equity steadily pulls ahead over 30 years, despite short-term volatility.
Past performance is not indicative of future returns.
From wealth creation to risk protection β every service is tailored to your unique goals and life stage.
Comprehensive planning and portfolio management aligned with your long-term financial goals β including legacy and wealth transfer.
Explore Service βSafeguard your family and assets with comprehensive insurance advisory and coverage solutions tailored to your needs.
Explore Service βPersonalized investment roadmaps for HNIs β focused on capital preservation, retirement income, and superior returns.
Explore Service βExpert guidance for Non-Resident Indians β investments, FATCA compliance, cross-border planning and KYC support.
Explore Service βEmpowering investors with knowledge β workshops, market insights, and simplified financial literacy content.
Explore Service βNever miss a renewal β we review your entire insurance portfolio, identify gaps, optimise premiums, and send timely alerts.
Explore Service βEvery recommendation is fiduciary β your best interest, always. No product-pushing, no hidden commissions.
Wealth, health, insurance, and tax β integrated into one seamless financial plan that covers all 365 days.
SEBI RIA, AMFI ARN, and IRDA licensed advisors with 15+ years of proven track record.
Real-time portfolio monitoring, automated rebalancing alerts, and a dedicated client dashboard.
A simple, transparent 4-step process designed to get you started with confidence.
A 30-min session to understand your goals, current financial position, and risk appetite.
Our advisors craft a personalized plan covering investments, insurance, and tax optimization.
We execute the strategy β portfolio construction, policy selection, and documentation.
Quarterly reviews, rebalancing, and real-time tracking via your personal client dashboard.
Whether you're building wealth, protecting your family, or managing finances from abroad β we have a solution for you.
Bespoke portfolio management and alternative investments for high net-worth individuals seeking superior returns.
Holistic financial planning β from children's education funds to retirement and legacy wealth transfer.
Specialized cross-border advisory, FATCA compliance, NRE/NRO account management, and India investments.
Corporate treasury management, group insurance, employee benefit schemes, and business succession planning.
365 Wealth helped me restructure my entire portfolio after my NRI return. Their cross-border expertise made the transition seamless. My wealth has grown 22% in 18 months.
As a first-generation HNI investor, I needed a team that understood both growth and protection. Their holistic approach gave me complete peace of mind.
The client dashboard alone is worth it β every rupee, every asset, every insurance policy in one place. Quarterly reviews keep me on track toward early retirement at 55.
Key tax changes, new LTCG rules, and what they mean for your existing SIP portfolio.
Understand repatriation rules, tax implications, and which account suits your needs.
How goal-based SIPs and NPS together can deliver a stress-free early retirement.
Book a free 30-minute discovery call with our certified advisors. No commitment, no jargon β just clarity.
SEBI REGISTERED Β· AMFI CERTIFIED Β· IRDA LICENSED