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Our Trusted Partners

About 360WealthX

Building Wealth, Creating Futures

We're not just financial advisors — we're your partners in building lasting wealth. With a commitment to personalized service and transparent advice, we help investors navigate the complexities of mutual funds and wealth management with confidence.


AMFI Registered Mutual fund distributor

Our Mission

At 360WealthX, we believe that everyone deserves access to expert financial guidance. Our mission is to democratize wealth management by providing personalized, transparent, and performance-driven investment solutions to both resident Indians and NRIs.

We understand that every investor's journey is unique. That's why we don't believe in one-size-fits-all solutions. Instead, we take the time to understand your goals, risk tolerance, and life stage to create a customized investment strategy that evolves with you.

As a SEBI-registered mutual fund distributor (ARN: 330455), we uphold the highest standards of professionalism and ethics, ensuring your investments are in safe hands.

  • Trust & Transparency
    We believe in complete transparency. No hidden fees, no surprises, just
    honest advice.

  • Trust & Transparency
    We believe in complete transparency. No hidden fees, no surprises, just
    honest advice.

  • Trust & Transparency
    We believe in complete transparency. No hidden fees, no surprises, just
    honest advice.

Our Track Record

1+
Happy Clients
1Cr+
Asset Under Advisory
1%
Client Retention Rate
1+
Years Of Experience

Why Choose 360WealthX?

Personalized Strategies

Every plan is custom-built for your unique financial situation

Global Reach

Serving clients across India, UAE, UK, USA, and Singapore

SEBI Registered

Fully compliant and regulated by SEBI for your peace of mind

Our Services

Comprehensive wealth management solutions designed for your unique financial journey.

Personal Financial Advisory

Mutual Fund Distribution

Curated fund recommendations based on your risk profile. As registered mutual fund distributors, we provide access to leading AMCs with transparent, performance-driven selections.

NRI Wealth Management

Specialized guidance for investments across borders. We help Non-Resident Indians navigate Indian investment opportunities while managing currency, taxation, and repatriation complexities.

Tax & Estate Planning

Health and Life Insurance

What Our Clients Say

Real experiences from investors who trust us with their wealth.

360WealthX transformed my approach to investments. Their personalized strategies perfectly align with my goals and aspirations.

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Rahul Antony

The guidance I received was invaluable. I now feel more secure about my financial future thanks to their expert team.

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Shyam Das

Their transparent communication and ongoing support make wealth management so much easier. Highly recommend!

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Roopa S

For NRI Investors

Empowering NRIs to Build and Protect

Whether you live in Dubai, London, Germany, or New York — your financial roots remain in India. At 360WealthX, we help Non-Resident Indians (NRIs) seamlessly manage, invest, and grow their wealth through personalized financial planning and curated investment strategies designed specifically for global Indian investors.

Managing Wealth Across Borders

Managing finances across borders can be complex — from regulatory compliance and currency conversion to taxation and repatriation. 360WealthX simplifies this journey for you.

Our team of certified advisors specializes in creating comprehensive wealth management solutions that align your Indian investments with your global financial goals.

We offer end-to-end guidance — from mutual fund investments and insurance planning to estate structuring — all through personalized one-on-one sessions designed around your life stage, risk appetite, and aspirations.

Our Services for NRI Investors

NRI Mutual Fund Investments

  • Invest in India's leading mutual funds under RBI-approved routes (NRE/NRO accounts)
  • Paperless onboarding and KYC assistance for NRIs
  • Expert guidance on fund selection, taxation, and repatriation
  • 360WealthX is a certified Mutual Fund Distributor with access to all major AMCs

Financial Planning & Portfolio Management

  • Personalized portfolio construction based on your income, goals, and time horizon
  • Asset allocation across equity, debt, and hybrid categories
  • Regular reviews and rebalancing for performance optimization

Taxation & Compliance Support

  • Assistance with FEMA and RBI regulations
  • Guidance on Double Taxation Avoidance Agreements (DTAA)
  • Guidance on Double Taxation Avoidance Agreements (DTAA)

Estate & Succession Planning

  • Structuring your assets to ensure smooth inheritance and minimal tax burden
  • Guidance on will creation, nominee structuring, and cross-border estate planning

Investment Calculators

Why NRIs Choose 360WealthX

  • Personalized Advisory: One-on-one sessions with expert advisors who understand NRI-specific challenges
  • Transparency: Real-time portfolio tracking and regular performance reports
  • Trusted Partner: Backed by years of experience serving both resident and NRI clients across the globe
  • Guidance on Double Taxation Avoidance Agreements (DTAA)

Get in Touch with Us

Schedule a Consultation