• F-7, Ratnakala Arcade, Gandhidham, India

About Us

History

How did 360° Finance come into existence
As Chartered Accountants, we regularly came across below problems when serving our clients
  • People were either totally unaware of Financial Planning or were aware but took no action.
  • Retirement Planning was an alien concept for most which we believe is a crime especially in India where there is no social security system.
  • Millennial’s were still over concentrated on their Grandpa-time Investment modes like LIC, Bank FDs, Post office Deposits, Real Estate, etc.
  • Over focus on Tax Planning only which is a minuscule sub-set of Financial Planning rather than comprehensive Life-cycle Planning.
  • Segmented and Rampant mis-selling of Financial Products.
  • Strategic and Financial Consulting void for Start-up Founders.

 

As a solution, 360° Finance was conceived to bring integrity-driven and action-oriented Financial Planning and Strategic Planning using contemporary products enabling inter-generational Happy Financial Life.

Value Proposition

What do we bring to table
Integrity driven
We have zero tolerance on any deviation in this aspect.
Skilled team
We have a team of Chartered Accountants (CA), Chartered Financial Analyst (CFA – US), Master in Business Administration (MBA) driving research backed, customised solutions.
Experience
Our Team has rich experience of Personal Finance, Behavioural Science, Financial Markets, Portfolio Management to deliver world-class services.
Tech enabled
We have best-in-class tech partners delivering secured cloud-based tech platform.

Our Process

This is how we work
  • We take care of your money just like we would take care of ours.
  • We would take care of you like no other firm in the world would.
  • We would not let anyone come between you and your goals. Not even you.
  • We will ensure that you save and invest regularly in a disciplined way towards your goals.
  • We deliver Return on Life (ROL) rather than just Return on Investment (ROI).
  • We help you live the Happiest Financial Life following your passion without having to worry about Money.
  • We don’t say that the Investments we recommend will outperform most of your neighbour’s investments. We say that, using the principles we practice, you should end up with a far better Return on Life than do most of your neighbours. Seeing that these two are two different things, and why they are two different things is the beginning of wisdom – and the beginning of an understanding of what we do.

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Years Experience

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Projects Done

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Families

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HNI Families