• Early entrepreneurial venture: Prompted by a 1997 family business crisis, Bhagat started his first venture as a sub-travel agent in Kolkata with ₹50,000 during college before joining IIM Bangalore in 1999.
• Career redirection: After a consulting offer in Spain was withdrawn following the September 11 attacks, Bhagat taught at an MBA coaching institute in Kolkata before beginning his financial markets career at Kotak Securities.
• 360 ONE establishment: In 2008, Bhagat co-founded 360 ONE Wealth alongside IIFL, structuring it as an independent company with corporate functions separate from the core brokerage business.
• Wealth management strategy: The platform differentiated its model by focusing on proactively reaching clients ahead of major liquidity events rather than simply reacting to market fluctuations.
• Industry recognition: Bhagat received the EY Entrepreneur Of The Year 2025 award in the Services category for scaling one of India's leading wealth and alternative asset management firms.