360 ONE Asset Management Limited

The Customized Discretionary portfolios are tailor-made to meet clientsâ?? specific objectives. The portfolios have client-specific investment objectives and risk control metrics. The portfolio under this approach can be classified as Customised Discretionary Portfolio â?? Equity, Customised Discretionary Portfolio - Multi-asset or Customised Discretionary Portfolio - Debt.

The objective of the investment approach is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. The investment strategy is to invest in a portfolio following the SCDV framework (Secular, Cyclical, Defensives, Value Trap) wherein it invests a large proportion of the portfolio in quality Secular growth companies which are long term compounding stories. Rest of the portfolio is invested across quality Cyclicals and Defensives while maintaining underweight allocation in Value traps. Portfolio construction across these three quadrants enables us to enhance diversification even with limited number of stocks.

The objective of the investment approach is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. The investment strategy is to invest in a portfolio following the SCDV framework (Secular, Cyclical, Defensives, Value Trap) wherein it invests in businesses having long-term track record where profitability and growth may have been impacted by short term cycles. The investment manager would target such opportunities having long-term mean reversion capability, having potential for sharp improvement in fundamentals.

The objective of the Investment Approach is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities by investing in customized deals at attractive valuation backed by robust fundamentals. The Investment Approach may be launched in several series or tranches depending on the availability of opportunities in the market.

The Customized Discretionary portfolio-Multi-asset is tailor-made to meet clientsâ?? specific objectives. The portfolios have client-specific investment objectives and risk control metrics. Multi-asset: Investments may be made across equity, debt, real assets and other securities/schemes and asset classes and are customized to meet specific liquidity needs. The Investment Approach may be launched in several series or tranches or folios depending on the availability of opportunities in the market. There is a potential for intermediate exit, but the same can happen at the available quote from the market which may be less than the fair value of the security. In any case for intermediate exits, strategy returns may get impacted.

The Customized Discretionary portfolios are tailor-made to meet clientsâ?? specific objectives. The portfolios have client-specific investment objectives and risk control metrics. The portfolio under this approach can be classified as Customised Discretionary Portfolio â?? Equity, Customised Discretionary Portfolio - Multi-asset or Customised Discretionary Portfolio - Debt.

The objective is to participate on behalf of the clients in debt instruments issued by companies into real estate. The aim is to achieve regular interest and/or capital appreciation by investing in debentures of unlisted/listed real estate companies or AIFs investing in the securities of real estate companies.

[06:01 pm] Chirag J Gandhi, IIFL Asset Management The objective of the investment approach is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. The investment strategy is to invest in a portfolio following the SCDV framework (Secular, Cyclical, Defensives, Value Trap) wherein it invests a large proportion of the portfolio in quality Secular growth companies which are long term compounding stories. Rest of the portfolio is invested across quality Cyclicals and Defensives while maintaining underweight allocation in Value traps. Portfolio construction across these three quadrants enables us to enhance diversification even with limited number of stocks. The strategy also uses Put options to hedge portfolio of the investors against market downfalls.

The objective of the investment approach is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. Under this portfolio investment will be made in shares of unlisted companies on private placement basis. These Companies shall invest in the commercial properties which are already given on lease and earning rental income. Risk related to land acquisition and development risk are mitigated through this investment type since the asset is ready and income yielding. An increase in rentals and appreciation in value of property may positively impact the yield of the investment

The objective of the Investment Approach is to invest in debt and debt related instruments including unlisted debt instruments. The Investment Approach may be launched in several series or tranches depending on the availability of opportunities in the market. There is a potential for intermediate exit, but the same can happen at the available quote from the market which may be less than the fair value of the security. In any case for intermediate exits, the pay-off calculation will not be applicable.

The portfolio is designed for investors who wish to invest primarily in equities but are uncertain about short-term market movements and prefer not to commit all their funds to equities at once. These investors can start by investing in the Liquid Portfolio and gradually transfer funds to the equity PMS over time

Investment objective of the Portfolio is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. The investment strategy of the Portfolio will be to invest in equity securities of sectors which would benefit from domestic growth story, manufacturing oriented sectors, banking & financial services (consumer- oriented banks and NBFCs) and consumer discretionary sectors.

[05:58 pm] Chirag J Gandhi, IIFL Asset Management Managed Credit Solutions Portfolio will invest primarily in a portfolio of listed Market Linked Debentures (MLDs), Zero Coupon Bonds (ZCBs), debt mutual funds, other listed debt and debt related securities including perpetual bonds, subordinate bonds and permissible money market instruments.

The Customized Discretionary portfolios are tailor-made to meet clientsâ?? specific objectives. The portfolios have client-specific investment objectives and risk control metrics. The portfolio under this approach can be classified as Customised Discretionary Portfolio â?? Equity, Customised Discretionary Portfolio - Multi-asset or Customised Discretionary Portfolio - Debt.

The strategy will invest in non-convertible debentures issued by certain -quality issuers engaged in various sectors like education, healthcare, finance among others. These debentures shall be secured, rated and listed on the stock exchange by the issuer. The pay-off for these debentures will comprise those payoffs that reasonably reflect the portfolio managerâ??s market expectations or that offer attractive risk-reward characteristics at any given point in time. There is a potential for intermediate exit, but the same can happen at the available quote from the market which may be less than the fair value of the debenture. In any case for intermediate exits, the payoff calculation will not be applicable. The issuers may offer put/ call option(s) along with the debentures issued.