360 One Asset Management Limited

RIASEC RegisteredEst. 2019
Total AUM
$4.3B
Discretionary
$4.3B
100% of AUM
Avg account
$903K
Accounts
4,773
Employees
130
Advisory reps
9

Firm details

Headquarters
Mumbaimaharashtra,
CRD number
300914
Registered since
May 14, 2019
Custodians
J.P. MORGAN SECURITIES INC., ORBIS FINANCIAL CORPORATION LIMITED, STATE STREET BANK AND TRUST COMPANY, NORTHERN TRUST SINGAPORE, HSBC, PICTET & CIE, HDFC BANK, AXIS BANK LIMITED, ICICI BANK LIMITED
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles47.66%
  • Sovereign Wealth Funds39.01%
  • Individuals10.08%
  • HNWI1.61%
  • Corporations / Businesses1.56%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

360 One Asset Management Limited is an investment manager and fund provider that registers with the SEC (since 2019) and serves both individual/family and institutional clients. The firm offers discretionary portfolio management across separate accounts and pooled vehicles and also acts as manager for funds and other pooled structures. Its ownership structure includes a foreign-entity component alongside individual ownership, and it is classified in FINTRX as an "Other Fund Provider." The firm charges a mixture of fee types — percentage of assets under management, fixed fees, and performance-based fees — and is affiliated with a number of financial services entities, including broker-dealers, trust companies, insurance firms, and sponsor/GP roles for pooled vehicles. 360 One Asset Management Limited does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 92%, Non-Exchange Traded Equities 6%, Cash & Cash Equivalents 3%92%
  • Exchange Traded Equities92%
  • Non-Exchange Traded Equities6%
  • Cash & Cash Equivalents3%

Owners & executives

2 of 2
  • Raghav Iyengar

    Chief Executive OfficerCRD 7964113

  • Anup Maheshwari

    Anup Maheshwari

    Co-Founder and Chief Investment OfficerCRD 7088448

Contacts

3 of 7
  • Mehul Jani

    Mehul Jani

    Fund ManagerCRD 7115761

  • Priya Biwas

    Priya Biwas

    Sr. Executive Vice President Northeast RegionCRD 7088458

  • Anita Pai

    Financial Advisor and Registered RepresentativeCRD 7868010

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mumbaimaharashtra, null

Location

Mumbaimaharashtra, null

Headquartered in Mumbaimaharashtra, null.

Address
360 One Ctr Kamala City
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth