360 ONE Customized Discretionary Portfolio - Balanced

360 ONE Customized Discretionary Portfolio – Balanced

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Category PMS

Company 360 One Asset Management

Fund Managers Karan Bhagat

360 One Asset Management

360 ONE Asset, a part of the 360 ONE Group, is a global asset management firm that focuses on India. They have different products that allow investors everywhere to get involved in India's growth. They get how India's population and what people want drive the economy, so they actively manage investments to take advantage of India as a good long-term investment. Because they know India's growth story well, 360 ONE Asset comes up with investment plans to try and give solid returns based on risk. 360 ONE takes care of the specific needs of rich people, families, and big institutions. They're the first wealth management company to be on India's stock exchange. They help families in India and other countries keep, protect, and increase their wealth by really getting to know what they need and offering all sorts of wealth management options. 360 ONE is known for coming up with new ideas in wealth management. They got the Best Private Banking Services Overall award for India in 2020 from the Euromoney Private Banking and Wealth Management Survey. They were also ranked number one in 15 other areas, like services for the super-rich, family office help, investment management, and using new tech. Since they started in 2008, they've won over 110 awards. 360 ONE has its main office in Mumbai, employs over 900 people, and works in six big financial centers around the world and 23 places in India. Smart investors, families, and big institutions trust 360 ONE Asset management. They use solid, research-backed plans to hit their goals. They invest for the long haul, do deep financial checks, and aim to keep money safe while trying to be in the top group during all market ups and downs. 360 ONE Asset can manage money both in this country and overseas. They have different funds, like mutual funds, other investment funds, and venture capital funds. They cover stocks, bonds, and even property. They're quick and flexible like a small firm, but they also have the good corporate practices you'd expect from a big company that's here for the long run.

360 One Asset Management (formerly IIFL Wealth) follows a disciplined, research-driven investment philosophy centered on long-term capital appreciation and fiduciary responsibility. Their approach is characterized by a "scientific" methodology for decision-making and a strong emphasis on risk governance.

Investment Philosophy

The core of their philosophy is built on several key pillars:

Capital Preservation & Growth: A top priority is protecting capital while seeking "opportunistic development" in assets with high intrinsic value and favorable risk-reward profiles.
Active Management: They employ an active management style with a long-term perspective to navigate market cycles and deliver risk-adjusted returns.
High-Conviction Investing: The firm focuses on high-conviction ideas, often co-investing alongside clients to align interests.
Local Expertise & Research: They leverage deep local market knowledge and a "tough, tenacious" research team to identify high-yield opportunities and macroeconomic trends.
ESG Integration: Their investment process explicitly considers environmental, social, and governance (ESG) factors to ensure ethical and responsible investing.

Investment Structure & Frameworks

360 One uses structured frameworks to categorize and manage investments:

1. Portfolio Construction

Strategy Type: They offer discretionary Portfolio Management Services (PMS) and Alternative Investment Funds (AIF).
Concentration: They prefer concentrated, high-conviction portfolios rather than over-diversification to better capture alpha.
Asset Mix: Depending on the specific fund (e.g., Enhancer Series), they invest across listed equities, active/passive mutual funds, ETFs, and global mutual funds.

2. Operational Structure

Employee Ownership: A significant portion of the group is owned by its employees, fostering a "business owner" mindset and fiduciary accountability.

Fee Alignment: They often prefer performance-linked fee structures to ensure their compensation is tied directly to investor outcomes rather than just asset growth.