360 One Asset PMS — Rabaadi Financial Services

360 ONE Asset Management Ltd. (360 One AMC)

360 ONE ASSET, part of the 360 ONE Wealth group, is a global asset management firm with a focus on India. It offers expertise in both onshore and offshore asset management. The firm provides a diverse range of mutual funds, alternative investment funds, and venture capital funds, covering public and private equities, fixed income securities, and real estate. Known for its niche in Multicap Investing, 360 ONE ASSET AMC is a top choice for high-net-worth individuals (HNWIs), ultra-high-net-worth individuals (UHNWIs), and foreign institutional investors (FIIs) investing in India. With a global presence spanning 8 countries, 360 ONE ASSET AMC is a prominent player in the asset management industry.

PMS AUM

₹ 6301.19 Crores

No. of PMS Strategies:

3

Available AIFs:

2

Data as of :

30th June 2024

PMS Strategies and Performance Data

    
        
            PMS Provider Name
            IA Name
            AUM (in INR Cr.)
            1 Month
            3 Months
            6 Months
            1 Year
            3 Years
            5 Years
        

            360 ONE Asset Management Limited
            360 ONE Multicap PMS
            ₹4663.26
            7.78%
            15.40%
            17.56%
            34.38%
            17.65%
            19.00%
        

            360 ONE Asset Management Limited
            360 ONE Phoenix Portfolio
            ₹1632.84
            7.25%
            13.87%
            19.35%
            48.02%
            26.48%
            NA
        

            360 ONE Asset Management Limited
            360 ONE Multicap Advantage PMS
            ₹5.09
            7.12%
            13.48%
            14.75%
            29.89%
            14.58%
            17.28%
        

PMS Provider Name	IA Name	AUM (in INR Cr.)	1 Month	3 Months	6 Months	1 Year	3 Years	5 Years
360 ONE Asset Management Limited	360 ONE Multicap PMS	₹4663.26	7.78%	15.40%	17.56%	34.38%	17.65%	19.00%
360 ONE Asset Management Limited	360 ONE Phoenix Portfolio	₹1632.84	7.25%	13.87%	19.35%	48.02%	26.48%	NA
360 ONE Asset Management Limited	360 ONE Multicap Advantage PMS	₹5.09	7.12%	13.48%	14.75%	29.89%	14.58%	17.28%

*Upto 1 Year Returns are absolute, over 1 year are CAGR.

Key Personnel

Mr. Anup Maheshwari, MBA

Co-Founder & CIO

Anup Maheshwari is the Chief Investment Officer and Joint CEO at 360 ONE ASSET, responsible for investment strategy and business growth across mutual funds and AIFs.

With over 25 years in financial services, he previously held key positions at DSP Investment Managers, HSBC Asset Management, and Merrill Lynch India Equities Fund.

Anup, an alumnus of IIM Lucknow, plays a pivotal role in driving 360 ONE ASSET's innovative investment strategies and growth objectives.

Fund Managers

Mr. Mehul Jain
MSc, CFA

Financials and Consumer Staples

(19 Years of Experience)

Mr. Mayur Patel
CA, CFA

Oil & Gas and Industrials

(18 Years of Experience)

Mr. Nishant Vass
MBA

Automobiles and Select Internet Stocks

(14 Years of Experience)

Mr. Parijat Garg
M.Tech, CFA

Quantitative Research, ESG

(16 Years of Experience)

The PMS Provider also has a Team of Research Analysts & a Product Team, for more information feel free to contact us.

Make the right investment decisions and increase your wealth, book a call with our experts.

Contact us