360 ONE Premium Mixed-Balanced

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Category PMS

Company 360 ONE Asset

Fund Managers Karan Bhagat

360 ONE Asset

360 ONE Asset offers investment solutions across public and private markets. Its capabilities include listed equities, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), private equity, private credit, structured credit, real assets and renewable energy. The platform serves individual investors, family offices and institutional investors through a range of investment strategies.

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.