With the best of 360 ONE on your side, you get access to the finest opportunities, a full-stack advisory suite, the advantage of a highly institutionalised and process-based investment approach and a host of unique privileges.
Experience And Expertise That You Can Leverage
360 ONE Private puts us firmly on your side of the table.
Your goals should drive your investment approach, never the other way around. At 360 ONE Wealth Open, we begin by deeply understanding your unique needs. Our scale enables us to create and price customized product ideas just for you. With our skilled team, we ensure a top-notch investment process, and our innovative technology platform guarantees efficiency and timely actions at every step.
We treat every family as an institution. And your portfolio deserves the same set of best practices. The Investment Policy Statement (IPS) we co-create with you establishes a structured governance framework, ensuring that every aspect, from risk management to portfolio construction, is handled with the same rigour and professionalism expected by global institutional investors.
Having an ear to the ground is essential for effective private wealth management. With 360 ONE Open, you are paired with an experienced fund management team dedicated solely to evaluating, enhancing and maintaining the health of your portfolio at all times. Our proprietary technology platform further helps make decisions with insight and foresight.
We believe in absolute transparency. Our clear fee structure means no hidden agendas or conflicts of interest. With no incentive to churn, we focus solely on optimizing processes and returns, ensuring we are always committed to your best interests.
Choose How You Want To Engage
Irrespective of the engagement mode you select, you benefit from our experience and expertise that deliver on your goals.
01
Discretionary
Work with us to outline your wealth goals, then leave the rest to our fund managers. The IPS remains our guiding framework in pursuing your ambitions while periodic reviews ensure alignment with your evolving goals.
02
Advisory
You know your wealth goals and want to be involved in achieving them. Our team, guided by the IPS, will recommend appropriate opportunities, while the decision to go ahead completely rests with you.
03
Investment product selection
Our unbiased and open architecture evaluates every investment product through a rigorous assessment process. The depth and breadth of our expertise ensure that we assess the highest number of opportunities across asset classes. With one of the largest product teams and niche fund manager talent, we bring innovative investment ideas that position you at the forefront of wealth creation.
04
Multi-family office
We partner with families throughout their wealth lifecycle, from initiation and unlocking to wealth stewardship and succession. We help you focus on your priorities for today and prepare for tomorrow through solutions that span tax planning, implementing your succession plan, and mentoring the next generation to continue your legacy.
Leverage the 360 ONE expertise to your advantage
Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 01, 2020.
Update your email id and mobile number with your stock broker / depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.
Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.
KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.
No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorize your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account.
SEBI Regn. No. : Broking INZ000296339 / DP-IN-573-2021 / RA - INH000011431 / ARN - 181727
National Stock Exchange of India Ltd. Member Code: 90070
Bombay Stock Exchange Ltd. Member Code: 6633
Multi Commodity Exchange of India Ltd. Member Code: 55860
National Commodity & Derivatives Exchange Ltd. Member Code: 1239
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(Formerly known as IIFL Wealth Management Limited)
All rights Reserved.
