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Anmoll Acharya — 360 ONE WAM | Private Wealth Advisor- FO/UHNI/HNI · 360 ONE Wealth · Bengaluru, Karnataka, India.
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About
Wealth is Built with Discipline, Not Decisions. I advise ultra-high-net-worth families, founders, and business owners on building, preserving, and transferring long-term wealth through a disciplined, institutional approach. My focus is on structuring ₹10–100Cr+ portfolios across public markets, private markets, and global opportunities—aligned to each client’s risk, liquidity, and legacy objectives. The emphasis is not on product selection, but on thoughtful allocation and portfolio construction that can endure across cycles. At 360 ONE, we combine institutional research, differentiated access to high-quality alternative investments, and robust asset allocation frameworks. This enables clients to access opportunities typically reserved for large institutions and family offices, while maintaining a strong focus on capital preservation and risk management. Unlike traditional wealth platforms that are often product-led, our approach is allocation-led and outcome-oriented. Portfolios are constructed with a clear priority on downside protection, consistency, and long-term compounding, rather than short-term performance. I work with a select group of clients, ensuring alignment, discretion, and continuity in advice. Engagements are long-term and strategic, built on trust and a shared perspective on wealth. If you are looking to structure or optimise your portfolio with a disciplined, institutionally driven framework, I would be glad to connect.
Experience
360 ONE WAM | Private Wealth Advisor- FO/UHNI/HNICurrent
360 ONE · Bengaluru
Jan 2026 – Present
Advising ultra-high-net-worth individuals (UHNI), families, founders, and business owners across India on building, preserving, and transferring long-term wealth through a disciplined, institutional framework. My role centres on structuring ₹10–100Cr+ portfolios across public markets, private markets, and global opportunities—aligned to each client’s risk profile, liquidity needs, and legacy objectives. The focus is on asset allocation and portfolio construction rather than product-led investing. At 360 ONE, I leverage institutional research, global investment insights, and differentiated access to alternative investments including private equity, venture capital, structured opportunities, and bespoke strategies. This enables clients to participate in high-quality opportunities typically accessible to institutional investors and family offices. I work closely with clients to design multi-asset portfolios that prioritise downside risk management, capital preservation, and consistency of outcomes across market cycles. Portfolios are built with a long-term orientation, ensuring durability and intergenerational continuity of wealth. Key Areas of Expertise: • UHNI Wealth Management • Asset Allocation & Portfolio Construction • Alternative Investments (AIF, PMS, Private Markets) • Global Investing & Cross-Border Opportunities • Portfolio Risk Management & Capital Preservation • Family Office Advisory & Wealth Structuring I partner with a select set of clients, offering high-touch, discreet, and aligned advisory relationships focused on long-term outcomes rather than short-term performance.
Assistant Vice President | Corporate Banking
Axis Bank · Bengaluru, Karnataka, India
May 2025 – Jan 2026
Education
Skills
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