360 ONE Investment Adviser and Trustee Services Limited
Principal Advisor: Rohit Wadhwa
SEBI RIA REG NO: INA000000888
360 ONE Investment Adviser and Trustee Services Limited combines traditional Indian values with modern financial planning to create prosperous wealth for families while preserving cultural heritage.
Auspicious financial planning for prosperous wealth creation
Services Offered
Family Wealth Planning
Comprehensive wealth planning that respects family values and traditions.
Cultural Investment Advisory
Investment advisory that aligns with cultural and traditional values.
Generational Wealth Transfer
Planning for smooth transfer of wealth across generations.
Traditional Asset Management
Management of traditional assets like gold, property, and family businesses.
About 360 ONE Investment Adviser and Trustee Services Limited
We understand the importance of family values and cultural traditions in financial decision-making. Our approach integrates traditional wisdom with modern financial planning techniques.
Client Testimonials
“360 ONE Investment Adviser and Trustee Services Limited understands our family values and has helped preserve our wealth.”
Rajesh Agarwal
Traditional Family
“Excellent guidance on generational wealth transfer while respecting our culture.”
Priya Kapoor
Family Business Owner
“Their approach combines tradition with modern financial wisdom perfectly.”
Vikram Singh
Cultural Values
Frequently Asked Questions
How do you incorporate cultural values in financial planning?
We understand your cultural background and integrate traditional values into modern financial planning strategies.
What is generational wealth transfer?
Planning for smooth transfer of wealth, knowledge, and values to future generations.
How do you handle traditional assets?
We provide guidance on managing traditional assets like gold, property, and family businesses.
