MUMBAI — Indian wealth and asset management firm 360 ONE WAM Limited has appointed former Jefferies executive Aashish Agarwal as Chief Executive Officer of the 360 ONE WAM Group.
Under the new executive management structure, Founder and current MD & CEO Karan Bhagat transitions to Vice Chairman while retaining his position as Group Managing Director. Co-Founder Yatin Shah continues in his executive role leading the core wealth management franchise.
Key Leadership Appointments & Structural Overview
-
Aashish Agarwal: Appointed as Chief Executive Officer of 360 ONE WAM Group.
-
Karan Bhagat: Transitioning to Vice Chairman and Group Managing Director, focusing on group strategy, capital allocation, and key institutional relationships.
-
Yatin Shah: Continuing leadership across the wealth management division.
-
Career Background: Former Managing Director and Country Head at Jefferies India (2020–2026), with prior senior roles as Executive Director & Head of Research at CLSA and Merrill Lynch.
-
Educational Qualifications: Chartered Accountant and postgraduate alumnus of SPJIMR, Mumbai.
-
Strategic Directives: Aligning Wealth Management, Asset Management, and Capital Markets verticals to deliver end-to-end investment and advisory solutions for HNWIs, family offices, and institutional clients.
