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360 One PMS (Portfolio Management Services) offers tailored investment solutions for High-Net-Worth Individuals (HNIs) and institutions seeking personalized portfolio management.

With a strong emphasis on research-backed value investing and leveraging its well-known QGLP (Quality, Growth, Longevity, and Price) investment philosophy, 360 One Portfolio Management aims to deliver long-term capital appreciation.

Clients benefit from customized portfolios that align with their unique financial goals, risk appetite, and liquidity needs.

Experienced fund managers, supported by robust research teams, actively manage these portfolios, offering expertise and market insights.

Unlike mutual funds, 360 One Portfolio Management Services offers direct ownership of securities in a segregated Demat account, providing transparency and control.

360 One PMS - Business Summary

Total AUM

Rs.31461.71 Cr.

Avg. 1 Year Return

4.81%

Active Clients

6575

No. of Strategies

2

Minimum Investment

Rs.50 Lakh

Experience

8 Years

Compounded Annual Returns of 360 One Portfolio Management Services

1 Year

4.81%

Nifty 50 - 1 Year

9.02%

3 Year

17.45%

Nifty 50 - 3 Year

27.34%

5 Year

10.79%

Nifty 50 - 5 Year

22.60%

360 One PMS Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

No Variable Fees

Variable Profit Sharing

No Variable Fees

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Top Fund Managers of 360 One Portfolio Management

#1

Mr. Anup Maheshwari

#2

Mr Mehul Jani

#3

Mr Mitul Patel

#4

Mr Nishant Vass

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Investment Solutions offered by 360 One Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

0.75% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

Support provided by 360 One Portfolio Management

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 3 Working days

360 One PMS Dashboard or Backoffice Platform

Web Platform


360 One Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in 360 One PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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360 One Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000005874

Contact Person

Purva Joshi

Telephone No.

022 4876 5496

Address

IIFL Centre, Kamala City, Senapati Bapat Marg, Lower Parel West, MUMBAI, MAHARASHTRA, 400013

Starting Date

Nov 28, 2017

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