360 One Portfolio Managers Limited
- Regulatory AUM
- $3.6B
- Discretionary
- $1.2B
- Clients
- 2,096
- Avg AUM / client
- $1.7M
- Accounts
- 2,096
- Employees
- 72
AUM over time
Annual snapshots from Form ADV filings · as of Jun 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,699 | $1.6B | 43.9% |
| High net worth individuals | 121 | $1.7B | 47.9% |
| Pooled investment vehicles (non-investment companies) | 5 | $38.2M | 1.05% |
| Charitable organizations | 9 | $24.9M | 0.68% |
| Corporations and other businesses | 234 | $167M | 4.58% |
| Other | 28 | $70.1M | 1.92% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $27.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| 360 One Core Aggressive | Other Private Fund | India | $11.8M | 41 |
| 360 One Blended Fund Series A | Other Private Fund | India | $9.3M | 44 |
| 360 One Core Balanced | Other Private Fund | India | $6.6M | 17 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Shah, Yatin, Prakashchandra | Director | Jul 2016 (10y) | Less than 5% | |
| Chatterjee, Himadri, Vivek | Director | Mar 2021 (5y) | Less than 5% | |
| Jain, Anu, Ravi | Director | Sep 2024 (2y) | Less than 5% | |
| Tendulkar, Sonali, Ashok | Chief Compliance Officer | Sep 2024 (2y) | Less than 5% | |
| Swapnil Venkatrao Made | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| 360 One Wam Limited | Shareholder | Mar 2013 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $27.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| 360 One Core Aggressive | Other Private Fund | $11.8M | $120K | 41 |
| 360 One Blended Fund Series A | Other Private Fund | $9.3M | $120K | 44 |
| 360 One Core Balanced | Other Private Fund | $6.6M | $120K | 17 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/24/2026 | 2.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Hdfc Bank $3.4B (93% of AUM) Jun 2026
- Hsbc $172M (5% of AUM) Jun 2026
- Orbits Financial Corporation Limited $32.9M (1% of AUM) Jun 2026
- Icici Bank $2.3M (0% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 24, 2026.
View current Form ADV (SEC/IAPD) ↗