360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)

The investment objective is to generate long term capital appreciation for investors by constructing customized multi-asset class portfolios in line with client specific objectives and the desired asset allocation framework. The portfolio manager shall allocate dynamically across equity and debt securities with the endeavor to generate long term returns for investors. The Client retains full discretion to invest or not invest in securities recommended by the portfolio manager

The investment objective is to generate long term capital appreciation for investors by constructing customized multi-asset class portfolios in line with client specific objectives and the desired asset allocation framework. The portfolio manager shall allocate dynamically across equity and debt securities with the endeavor to generate long term returns for investors. The Client retains full discretion to invest or not invest in securities recommended by the portfolio manager

The investment objective is to generate long term capital appreciation for investors by constructing customized multi-asset class portfolios in line with client specific objectives and the desired asset allocation framework. The portfolio manager shall allocate dynamically across equity and debt securities with the endeavor to generate long term returns for investors. The Client retains full discretion to invest or not invest in securities recommended by the portfolio manager

The investment objective is to generate long term capital appreciation for investors by constructing customized multi-asset class portfolios in line with client specific objectives and the desired asset allocation framework. The portfolio manager at its discretion shall allocate dynamically across equity and debt securities with the endeavor to generate long term returns for investors

The portfolio manager's objective is to generate long term capital appreciation by investing in up to 30 companies with long term sustainable competitive advantage and growth potential. The portfolio shall be invested in companies across Large, Mid and Small Caps. While the portfolio manager shall endeavor to maintain a Large Cap bias across portfolios, the actual market cap exposures shall be subject to market cycles and client specific portfolio risk appetite.Ensure a rational and risk-controlled approach to investing. The Portfolio Manager studies and monitors key macro-economic variables over multiple market cycles to identify sectors with strong business outlook. Invest in companies with good corporate governance supported by strong financial track record which reflects true and sustainable earnings growth. The Client retains full discretion to invest or not invest in securities recommended by the portfolio manager.

The investment objective is to generate long term capital appreciation for investors by constructing customized multi-asset class portfolios in line with client specific objectives and the desired asset allocation framework. The portfolio manager at its discretion shall allocate dynamically across equity and debt securities with the endeavor to generate long term returns for investors

The investment objective is to generate long term capital appreciation for investors by constructing customized multi-asset class portfolios in line with client specific objectives and the desired asset allocation framework. The portfolio manager at its discretion shall allocate dynamically across equity and debt securities with the endeavor to generate long term returns for investors.

The investment objective is to generate long term capital appreciation for investors by constructing customized multi-asset class portfolios in line with client specific objectives and the desired asset allocation framework. The portfolio manager shall allocate dynamically across equity and debt securities with the endeavor to generate long term returns for investors. The Client retains full discretion to invest or not invest in securities recommended by the portfolio manager

The investment objective is to generate long term capital appreciation for investors by constructing customized multi-asset class portfolios in line with client specific objectives and the desired asset allocation framework. The portfolio manager at its discretion shall allocate dynamically across equity and debt securities with the endeavor to generate long term returns for investors

This is an actively managed discretionary mandate. The asset allocation is composed of liquid and money market Instruments, fixed income and related instruments hybrid equity and equity related instruments. The aim of this mandate is to offer long-term capital growth through investments in line with client expectations. The portfolio is expected to have a higher risk tolerance and greater fluctuations of asset value.

This is a non-discretionary mandate, the asset allocation is composed of liquid and money market Instruments, fixed income securities and equity and equity related instruments and alternate asset class instruments. The objective of this mandate is to offer optimal risk adjusted returns through investments in line with client expectations and instructions. The portfolio is expected to have a moderately high risk tolerance and fluctuations of asset value.

This is an actively managed discretionary mandate, The asset allocation is composed of liquid and money market instruments, fixed income and related instruments and hybrid equity and equity related instruments. The aim of this mandate is to manage the provident fund contribution of employees' of the client in line with the prevailing Provident Fund guidelines.

The objective and purpose of this strategy is to provide risk-adjusted long term returns by investing in a combination of direct Equity, Active & Passive Mutual Fund schemes and Exchange Traded Funds (ETFs'). Temporary Investments would be undertaken in liquid mutual funds

The investment objective is to construct standardized equity portfolios by primarily investing in investing in equity & equity related mutual fund schemes. The portfolio manager at its discretion shall construct the portfolio using Debt & Equity Mutual Funds and ETFs. This Portfolio is suitable to Investors who like to invest for medium and long-term duration.

The investment objective is to generate long term capital appreciation for investors by constructing customized multi-asset class portfolios in line with client specific objectives and the desired asset allocation framework. The portfolio manager shall allocate dynamically across equity and debt securities with the endeavor to generate long term returns for investors. The Client retains full discretion to invest or not invest in securities recommended by the portfolio manager

The objective and purpose of this strategy (and the underlying sub-strategies) is to provide risk-adjusted long term capital appreciation by investing in a combination of Listed Equity, Active & Passive Mutual Fund schemes, Exchange Traded Funds (â??ETFsâ??), Gold, REITâ??s and Global Mutual Funds. Temporary Investments would be undertaken in liquid mutual funds.

The investment objective is to construct standardized aggressive multi-asset class portfolio in line, with desired asset allocation framework. The strategy is suitable for clients with higher risk appetite. The portfolio manager at its discretion shall construct the portfolio using Debt & Equity Mutual Funds and ETFs

The objective and purpose of this strategy (and the underlying substrategies) is to provide risk-adjusted long term capital appreciation by investing in a combination of Listed Equity, Active & Passive Mutual Fund schemes, Exchange Traded Funds (â??ETFsâ??), Gold, REITâ??s and Global Mutual Funds. Temporary Investments would be undertaken in liquid mutual funds.

This is a non-discretionary mandate, the asset allocation is composed of equity and equity related instruments, Mutual Funds and alternate asset class instruments. The objective of this mandate is to offer optimal risk adjusted returns through investments in line with client expectations and instructions. The portfolio is expected to have a moderately high risk tolerance and fluctuations of asset value.

The objective of the investment approach is to generate long-term capital appreciation by investing in quality businesses having strong fundamental attributes and lower volatility in stock returns. The portfolio will aim to provide balance between growth, safety and returns.

The investment objective is to construct standardized balanced multi-asset class portfolio in line, with desired asset allocation framework. The strategy is suitable for clients with moderate risk appetite. The portfolio manager at its discretion shall construct the portfolio using Debt & Equity Mutual Funds and ETFs

This is an actively managed discretionary mandate, The asset allocation is composed of liquid and money market instruments, fixed income and related instruments and hybrid equity and equity related instruments. The aim of this mandate is to offer long-term capital growth through diversified investments The portfolio is expected to have a higher risk tolerance and greater fluctuations of asset value.

The investment objective is to construct international equity portfolios aimed at providing long term returns by primarily investing in equity mutual funds offering a global exposure. The portfolio manager at its discretion shall construct the portfolio using equity and debt mutual funds (for temporary parking of money). A top-down focus on geographical and sectoral diversification will be used to make and manage the investments based on an allocation framework which will be approved by the Investment Committee. This portfolio is suitable for investors seeking to invest for a medium and long term duration.

The objective and purpose of this strategy (and the underlying sub-strategies) is to provide risk-adjusted long term capital appreciation by investing in a combination of Listed Equity, Active & Passive Mutual Fund schemes, Exchange Traded Funds (â??ETFsâ??), Gold, Silver, REITâ??s, InvITs and Global Mutual Funds. Temporary Investments would be undertaken in liquid and overnight mutual Funds.

The objective and purpose of this strategy is to provide risk-adjusted long term returns by investing in a combination of direct Equity, Active & Passive Mutual Fund schemes and Exchange Traded Funds (ETFs'). Temporary Investments would be undertaken in liquid mutual funds

The investment objective is to construct standardized conservative multi-asset class portfolio in line, with desired asset allocation framework. The strategy is suitable for clients with lower risk appetite. The portfolio manager at its discretion shall construct the portfolio using Debt & Equity Mutual Funds and ETFs.

The objective and purpose of this strategy (and the underlying sub-strategies) is to provide risk-adjusted long term capital appreciation by investing in a combination of Listed Equity, Active & Passive Mutual Fund schemes, Exchange Traded Funds (â??ETFsâ??), Gold, Silver, REITâ??s, InvITs and Global Mutual Funds. Temporary Investments would be undertaken in liquid and overnight mutual Funds.

The objective and purpose of this strategy (and the underlying sub-strategies) is to provide risk-adjusted long term capital appreciation by investing in a combination of Listed Equity, Active & Passive Mutual Fund schemes, Exchange Traded Funds (ETFs'), Gold, REIT's and Global Mutual Funds. Temporary Investments would be undertaken in liquid mutual funds.

Long-term capital appreciation and/or income generation through investments in a combination of debt, equity both directly and through mutual fund schemes in line with Client's investment objective.

The debt category will include all types of debt securities including but not limited to Securitized Debt, Pass Through Certificates, Debentures (fixed, floating, Variable Coupon, and equity index /stocks /stocks basket linked), Bonds, Government securities issued or guaranteed by Central or State Government, non-convertible part of partially convertible securities, corporate debt of both public and private sector undertakings, securities issued by banks (both public and private sector) and development financial institutions, commercial papers, certificate of deposit, trade bills, treasury bills and other money market instruments, units of mutual funds, floating rate debt securities and fixed income derivatives like interest rate swaps, forward rate agreements etc. as may be permitted by the Act, Rules and/or Regulations, guidelines and notifications in force from time to time.

The objective and purpose of this strategy (and the underlying sub-strategies) is to provide risk-adjusted long term capital appreciation by investing in a combination of Listed Equity, Active & Passive Mutual Fund schemes, Exchange Traded Funds (â??ETFsâ??), Gold, Silver, REITâ??s, InvITs and Global Mutual Funds. Temporary Investments would be undertaken in liquid and overnight mutual Funds.

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

The portfolio focuses on generating returns while aiming to preserve capital by investing in a mix of instruments comprising of but not limited to Cash and Cash Equivalent instruments, Fixed Income and Fixed Income related instruments and hybrid instruments (Commercial papers, Certificates of deposits, Debentures, Bonds, Government Securities, Treasury Bills, REITs, lnvlTs, Preference Shares and across categories of Debt and Hybrid Mutual Funds (as specified by the regulator)). Portfolio Manager would actively manage the investment in various debt instruments based on prevailing yields, credit spreads, term structure, duration etc and would strive to keep the weighted average portfolio maturity below 4 years. These investments will be reviewed on a periodic basis and changes will be made based on the fundamental variables like Macro economic indicators, Fiscal Policy, Monetary Policy and technical variables like Demand/ Supply of Bonds, Positioning of market participants etc.

The objective of the investment approach is to generate long- term capital appreciation by investing in quality businesses having strong fundamental attributes. The portfolio will aim to provide balance between growth, safety and returns.

The primary investment objective of the'strategy is capital preservation & income generation and the secondary investment objective is capital appreciation by investing in both fixed income and related securities of all types (money market instruments, bonds, debt mutual funds, REITs, InVITs, MLDs)

The strategy seeks to generate long-term capital appreciation from a portfolio of stocks that have growth potential greater than broad market average or those that are quoting below their intrinsic value. While this strategy could invest in companies across market capitalization segments, investments would predominantly be in large and large mid cap companies. The Strategy may also invest in Equity mutual funds, exchange traded funds and index funds. Funds could be moved between the various instruments from time to time. At times when market conditions dictate that funds be held in cash form, they may be deployed in debt / liquid / ultra-short bond funds / fixed maturity plans / liquid ETFs or any other debt schemes launched by mutual funds.

The primary investment objective of the strategy is capital preservation & income generation and the secondary investment objective is capital appreciation by investing in both fixed income and related securities of all types (money market instruments, bonds, debt mutual funds, Listed REITs, Listed InVITs, Listed MLDs) & equity and related securities (equities, preference shares, equity mutual funds)

The objective of the investment approach is to invest in large cap funds for Long Term wealth creation with minimum risk and maximum returns. The portfolio uses a focused, bottom up approach wherein not more than 15-20 stocks are selected. This is value-oriented fund with capitalization in the Large Cap funds.

The objective of the investment approach is to create diversified multi-cap portfolio, consisting of a combination of growth and value stocks with Medium and Long Term objectives. The investment strategy is to invest in Banking, Pharmaceuticals and Infrastructure sectors. Portfolio shall invest in the sectors that witness long term improvements in their business environment leading to higher sustainable growth rates.

The portfolio focuses on generating returns while aiming to preserve capital by investing in a mix of instruments comprising of but not limited to Cash and Cash Equivalent, Fixed Income and Fixed Income related instruments and hybrid instruments (Commercial papers, Certificates of deposits, Debentures, Bonds, Government Securities, Treasury Bills, REITs, lnvlTs, Preference Shares and across categories of Debt and Hybrid Mutual Funds (as specified by the regulator)) Portfolio Manager would actively manage the investment in various debt instruments based on prevailing yields, credit spreads, term structure, duration etc. and would strive to keep weighted average portfolio maturity below 7 years. These investments will be reviewed on a periodic basis and changes will be made based on the fundamental variables including but not limited to like Macro economic indicators, Fiscal Policy, Monetary Policy and technical variables like Demand / Supply of Bonds, Positioning of market participants etc.

The investment objective is to generate long term capital appreciation for investors by constructing customized multi-asset class portfolios in line with client specific objectives and the desired asset allocation framework. The portfolio manager at its discretion shall allocate dynamically across equity and debt securities with the endeavor to generate long term returns for investors.

The investment objective is to generate long term capital appreciation for investors by constructing customized multi-asset class portfolios in line with client specific objectives and the desired asset allocation framework. The portfolio manager at its discretion shall allocate dynamically across equity and debt securities with the endeavor to generate long term returns for investors.