360 One Portfolio Managers Limited

RIASEC RegisteredEst. 2020

Total AUM

$3.6B

Discretionary

$1.2B

32% of AUM

Avg account

$1.7M

Accounts

2,096

Employees

Advisory reps

Firm details

Headquarters: Mumbai,
CRD number: 307146
Registered since: April 28, 2020
Website: www.360.one
Custodians: HDFC BANK, HSBC, ORBIS FINANCIAL CORPORATION LIMITED, ICICI BANK LIMITED
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI47.91%
Individuals43.86%
Corporations / Businesses4.58%
Other1.92%
Pooled Investment Vehicles1.05%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

360 One Portfolio Managers Limited is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm is set up as a foreign entity with individual ownership components and has been SEC-registered since 2020. Its commercial activities include real estate brokerage and a range of advisory services: discretionary and non-discretionary portfolio management for individuals, small businesses, institutions, and pooled investment vehicles, plus selection of third‑party advisers. Fee arrangements include asset‑based fees, fixed fees, and performance‑linked compensation. The firm does not identify as an active ESG investor and is not a multi‑state adviser.