360 One Portfolio Managers Limited provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers. The firm advises 2 private funds.
360 One Portfolio Managers Limited reports 2,096 clients. They include 1,699 individual clients, 234 corporations and other businesses, and 121 high-net-worth individuals. Of its assets, 32.5% ($1.18B across 615 accounts) are managed with discretion; $2.46B across 1,481 accounts are not. Of its clients, 98% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 81% | 44% |
| High-net-worth individuals | 6% | 48% |
| Pooled investment vehicles | <1% | 1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 11% | 5% |
| Other client typesOther | 1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,699 | $1.6B | 43.9% | $942K |
| High-net-worth individuals | 121 | $1.75B | 47.9% | $14.4M |
| Pooled investment vehicles | 5 | $38.2M | 1.0% | $7.64M |
| Charitable organizations | 9 | $24.9M | 0.7% | $2.77M |
| Corporations and other businesses | 234 | $167M | 4.6% | $714K |
| Other | 28 | $70.1M | 1.9% | $2.5M |
| Total | 2,096 | $3.65B | 100% | $1.74M |
- Clients
- 1,699
- Regulatory AUM
- $1.6B
- AUM share
- 43.9%
- Avg. per client
- $942K
- Clients
- 121
- Regulatory AUM
- $1.75B
- AUM share
- 47.9%
- Avg. per client
- $14.4M
- Clients
- 5
- Regulatory AUM
- $38.2M
- AUM share
- 1.0%
- Avg. per client
- $7.64M
- Clients
- 9
- Regulatory AUM
- $24.9M
- AUM share
- 0.7%
- Avg. per client
- $2.77M
- Clients
- 234
- Regulatory AUM
- $167M
- AUM share
- 4.6%
- Avg. per client
- $714K
- Clients
- 28
- Regulatory AUM
- $70.1M
- AUM share
- 1.9%
- Avg. per client
- $2.5M
Total
- Clients
- 2,096
- Regulatory AUM
- $3.65B
- AUM share
- 100%
- Avg. per client
- $1.74M
- Clients outside the U.S.
- 98%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 0
360 One Portfolio Managers Limited is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
360 One Wam Limited owns 75% or more of 360 One Portfolio Managers Limited. The leadership team of 360 One Portfolio Managers Limited includes Chief Compliance Officer Sonali Tendulkar. It has 72 employees, 2 of them in advisory roles.
Leadership
- Sonali TendulkarChief Compliance Officer
- Gaurav DoshiDirector
- Anu JainDirector
- Yatin ShahDirector
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- Swapnil Venkatrao Made
Staff
- 72 employees
- 2 in advisory functions
- Owns 75% or more of 360 One Portfolio Managers Limited
360 One Wam Limited
Control person · since March 2013
360 One Portfolio Managers Limited’s regulatory assets grew from $3.14B (July 2021) to $3.65B (June 2026); clients rose from 1,512 to 2,096 and employees from 56 to 72.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $3.65B | 2,096 | 72 | 3 |
| June 2025 | $3.85B | 2,038 | 85 | 2 |
| June 2024 | $3.71B | 1,914 | 97 | 2 |
| June 2023 | $3.3B | 1,892 | 97 | 1 |
| June 2022 | $3.29B | 1,753 | 70 | 1 |
| July 2021 | $3.14B | 1,512 | 56 | 1 |
Besides its headquarters, 360 One Portfolio Managers Limited has 2 offices, with 3 listed addresses outside the U.S..
International offices
- 360 ONE ,1ST FLOOR, BLUEPRINT 23 NORDWEST GACHIBOW, HYDERABAD, 500032, India
- 36TH FLOOR, UNIT 3601, ALTIMUS BUILDING, MUMBAI, MAHARASHTRA, 400018, India
Contact and registration details
- Legal name
- 360 One Portfolio Managers Limited
- Headquarters
- 360 One Centre, Kamala City, Senapati Bapat Marg,, Lower Parel, Mumbai, India 400013
- Website
- 360.one
- Phone
- 912248765600
- SEC file
- 801-118325
- Structure
- other (specify) organized in India
- Fiscal year end
- March
360 One Portfolio Managers Limited uses HDFC Bank ($3.4B, 94%), HSBC ($172M, 5%) and Orbis Financial Corporation Limited ($32.9M, 1%), among others, as custodians for its separately managed accounts. 360 One Portfolio Managers Limited has custody of $10.5M in client assets for 2 clients.
- HDFC BankHDFC Bank · Mumbai, Maharashtra · $3.4B94%
- Orbis Financial Corporation LimitedOrbis Financial Corporation Limited · Haryana · $32.9M1%
- HSBCHSBC · London · $172M5%
- Icici BankIcici Bank · Mumbai · $2.26M0%
At year end, 360 One Portfolio Managers Limited’s separately managed accounts were largely in stocks (23%).
What the accounts hold
- Stocks23%
- Exchange-traded equities19%
- Non-exchange-traded equities4%
- Funds8%
- Bonds9%
- Investment grade corporate bonds8%
- Sovereign bonds1%
- Other60%
- Indian mutual funds and matured holdings60%
How many clients does 360 One Portfolio Managers Limited have?
360 One Portfolio Managers Limited has 2,096 clients and manages $3.65 billion for them, as of June 2026. They include 1,699 individual clients, 234 corporations and other businesses, and 121 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 June 2026
What services does 360 One Portfolio Managers Limited offer?
360 One Portfolio Managers Limited provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does 360 One Portfolio Managers Limited use?
360 One Portfolio Managers Limited’s separately managed account assets are held at HDFC Bank (Mumbai, Maharashtra), with $3.4B, HSBC (London), with $172M, Orbis Financial Corporation Limited (Haryana), with $32.9M and Icici Bank (Mumbai), with $2.26M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 June 2026
How many financial advisors does 360 One Portfolio Managers Limited have?
360 One Portfolio Managers Limited has 0 investment adviser representatives registered with state securities authorities, out of 72 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does 360 One Portfolio Managers Limited invest in?
At the end of its last fiscal year, 360 One Portfolio Managers Limited’s separately managed accounts held 60% other, 19% exchange-traded equities, 8% investment grade corporate bonds, 8% pooled vehicles (private funds and similar), 4% non-exchange-traded equities and 1% sovereign bonds. The 60% other category is described as: Indian Mutual Funds and Matured Holdings. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns 360 One Portfolio Managers Limited?
360 One Portfolio Managers Limited’s direct owner is 360 One Wam Limited (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 June 2026
How does 360 One Portfolio Managers Limited get paid?
360 One Portfolio Managers Limited is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact 360 One Portfolio Managers Limited?
360 One Portfolio Managers Limited’s main office is at 360 One Centre, Kamala City, Senapati Bapat Marg,, Lower Parel, Mumbai, India 400013. Its phone number is 912248765600. Its website is 360.one.