A pioneer in the wealth management industry with more than USD 50 bn assets under management
We asked ourselves, how can we best serve our clients? The answer was fairly clear. With more than USD 50 bn assets under management, we have the expertise to be able to guide the appropriate investment philosophy for a client beyond acting as an aggregator of products. This is when the idea of 360 ONE Wealth Plus was born.
Built on 5 core tenets
At 360 ONE Wealth, clients are at the centre of our universe. We believe they deserve best-in-class products and experiences. 360 ONE Wealth Plus opens the door to a whole new set of solutions in the Indian wealth management space.
Portfolio management approach
We treat every family as an institution. And your portfolio deserves the same set of best practices. Our approach to how we manage the portfolio and report back to you is a testimony to this.
- Professional Portfolio Management
- Scientific Deployment Process
- Institutional Grade Review
FOCUS ON PROCESS
360 ONE Wealth Plus builds on our experience of managing large portfolios for more than a decade. The 360 ONE Wealth Investment Process is an effort to understand your needs better and align our delivery with your expectations.
360 ONE Wealth Plus formalizes a core tenet of 360 ONE Wealth’s efforts – transparency. Through two unique pricing models – Fee-based and All-In-Cost* – we ensure complete alignment with our clients. Through both of these we aim to eliminate commissions and transaction brokerages. With no incentive to churn, the focus is firmly on process and return optimization. Complete with access to allied services and preferential lending terms, 360 ONE Wealth Plus is truly on the same side of the table with our clients.
*Includes PMS portfolio management fees and recurring management fee of underlying products as may be applicable.
STRENGTH OF PLATFORM
360 ONE Wealth Plus brings to bear the strongest elements of 360 ONE Wealth’s award-winning* wealth management platform. Our scale enables us to design, access and price product ideas. We leverage our high quality talent to deliver the best in investment process. Finally, our innovative and highly regarded** technology platform ensures efficiency and timely action.
*Excellence in Wealth Management - India Domestic Asian Private Banker Awards for Distinction, 2018 **BFSI Innovation Tribe Awards (Video Statements) The Economic Times, 2018