360 One Wam Limited · NSE:360ONE

360 One Wam — 360 ONE Asset Management — Investor Presentation (July 2025)

29 slides from 360 One Wam's investor presentation, Jul 30, 2025

1. Slide 1: 360 ONE Multi Asset Allocation Fund

   For people who want more with low volatility 360 ONE MULTI ASSET ALLOCATION FUND NFO Period: 30 July to 13 August 2025 th th

2. Slide 2: We live in a VUCA world!

   We live in a VUCA world! Are you ready for the new reality?

3. Slide 3: VUCA world – A Global Perspective!

   VUCA world – A Global Perspective! VUCA = Volatility, Uncertainty, Complexity and Ambiguity The world we knew is no longer the same. Markets are now shaped by forces beyond traditional economic cycles. VUCA Factor Real-World Example Market Impact Volatility Wars, policy shifts, oil shocks Sharp move

4. Slide 4: Investments in VUCA era: Difficult to Predict Winners

   Investments in VUCA era: Difficult to Predict Winners No Single Winner. Timing Is Tough. Past winners rarely repeat, making it difficult to predict which asset class will perform next. Asset class performance keeps on changing Gold Debt Silver Equity ? 90.0% Equity, 78.6% 80.0% 70.0% 60.0% 50.0% Equity,

5. Slide 5: Guide to Navigating Investments in the VUCA era

   Guide to Navigating Investments in the VUCA era Differentiated Multi Asset Allocation helps Navigate the VUCA World! Volatility Higher allocation to less volatile asset classes: Debt and Gold Uncertainty Strategic allocation to Equity & Silver to capture growth spurts Complexity Diversification helps

6. Slide 6: Reasonable Returns with Relatively Low Risk

   Reasonable Returns with Relatively Low Risk Investing in a Multi Asset Portfolio with Higher Allocation to Debt and Gold / Silver 2 Year Rolling Returns Delivered more than 7% returns ~80% of times Debt Equity Multi Asset Portfolio (MAP) 80.4% 67.2% 67.6% Zero Negative Returns on Returns Are Similar

7. Slide 7: Falls Relatively Lesser During Crisis and Uncertainties

   Falls Relatively Lesser During Crisis and Uncertainties Historically, Multi Asset Portfolio has Fallen Less than the Broader Markets during Difficult Times Protection During Crisis -0.3% -9.6% -12.3% -32.0% -38.1% -65.9% 2008 Financial Crisis 2012 Crash Covid - 19 Equity - BSE 500 TRI Multi Asset Port

8. Slide 8: Performance during Flat Markets

   Performance during Flat Markets Historically, during flat equity markets, the multi-asset portfolio generates returns Performance in Flat Market Equity Multi Asset Portfolio (MAP) 11.9% 11.1% 11.3% 7.7% 4.0% 0.3% 1.0% 0.1% -0.1% -0.4% 11-Jan-08 to 04-Nov-10 12-Nov-10 to 17-Jan-14 13-Jan-18 to 15-Oct-

9. Slide 9: To Sum It Up

   To Sum It Up Consider Multi Asset Allocation Fund if you want the Following Benefits 1 2 3 4 True to Label Multi Aims for Reasonable Diversification Risk Managed Asset Fund Returns with Lower Volatility • Invests across equity, • Equity for upside • Four low correlated assets • Actively shifts with de

10. Slide 10: Introducing 360 ONE Multi Asset Allocation Fund

    Introducing… 360 ONE Multi Asset Allocation Fund

11. Slide 11: About the Fund

    About the Fund Aims for Optimum risk adjusted returns 360 ONE Multi Asset Allocation Fund aims to provide reasonable returns with lower risk by investing in multiple asset classes. Equity (Aims to provide long term growth) 15% to 35% Debt (Aims to provide relative stability) 25% to 50% Gold / Silver

12. Slide 12: Investing in Asset Classes with Low Correlation

    Investing in Asset Classes with Low Correlation Low or negative correlation between assets helps reduce portfolio volatility • Correlation shows how two Correlation Between Different Asset Classes assets move in relation to each other (range: -1 to +1). Debt Gold Silver Equity Debt 1.00 -0.02 -0.04 0

13. Slide 13: Why is it a Good Time to Invest Now?

    Why is it a Good Time to Invest Now? Market Context Despite volatility India To deal with volatile markets, Lower inflation and fiscal continues to be one of the diversify across asset classes. consolidation likely fastest growing economies. to be favorable for long-term debt exposure. AAA and AA corp

14. Slide 14: Investment Framework & Portfolio Construction

    Investment Framework & Portfolio Construction

15. Slide 15: Investment Process

    Investment Process Seamless Investment Process 1 2 3 4 Asset Allocation Fund managers will Final Portfolio Periodic Review Committee (AAC) to drive allocation of Construction and Rebalancing guide and oversee stocks / securities of portfolio the asset allocation for individual asset class Monthly Re

16. Slide 16: Asset Allocation Committee (AAC)

    Asset Allocation Committee (AAC) Guides and oversees the asset allocation across the fund Why Asset Allocation Committee matters? • Brings strategic oversight – All asset classes work together under a unified investment vision. • Enables dynamic allocation – Responds swiftly to market shifts with top

17. Slide 17: Dynamic Asset Allocation Framework

    Dynamic Asset Allocation Framework Managing allocation across multiple asset classes based on prevailing market dynamics Parameter Remarks Increase Allocation Decrease Allocation Low Valuations (Lower P/B) Higher Allocation to Equity Lower Allocation to Debt Equity Valuations (15% to 35%) Higher Val

18. Slide 18: Dynamic Debt Management: Balancing Safety, Liquidity & Returns

    Dynamic Debt Management: Balancing Safety, Liquidity & Returns SLR Framework - Quality-Focused | Rate-Sensitive • Focus on high-quality, well-managed issuers • Preference for papers rated by reputed credit rating agencies S- Safety • Maintain adequate allocation to highly liquid debt instruments to

19. Slide 19: Equity Portion: SCDV Framework

    Equity Portion No Sector or Market Cap Bias. SCDV Framework. This framework enables us to have the optimum mix of Quality, Growth and Value ideas Secular Defensives Cyclical (C) Secular (S) • Companies growing profits and delivering ROE upwards • Companies with high ROE and of 15% fairly consistently

20. Slide 20: Commodities Portion

    Commodities Portion Strategic Allocation to Gold and Silver 1 Long- Term Investment Approach Commodities fundamentals, demand-supply trends, and macro factors 2 Short-Term Investment Strategy Arbitrage opportunities, price corrections, or event-driven trades in the commodity market 3 Investment Inst

21. Slide 21: Gold Silver Arbitrage Opportunities

    Gold Silver Arbitrage Opportunities Strategic Short-Term Allocation Provides relatively steady returns that have low correlation to equity or debt, helping balance the portfolio. What? Why? • Captures pricing • Low Volatility & Relatively Stable Returns inefficiencies between spot and futures markets

22. Slide 22: Allocation to REITs and INVITs

    Allocation to REITs and INVITs Helps capture growth through Real Estate Cycles and Provides Diversification Benefits NIFTY REITS & INVITS 1250 1200 Real Estate Backing Relatively stable Income 1150 G R – 9.2 % • Invests in commercial • Regular rent payouts CA 1100 real estate 1050 1000 950 900 Low Cor

23. Slide 23: Suitable For

    Suitable For Risk Appetite and Suitability 1 Investors seeking stability in volatile markets 2 Investors aiming for better-than-debt returns while keeping volatility in check 3 Goal-based investors looking for medium- to long-term investment (3–5 years+) like children’s education, wealth accumulatio

24. Slide 24: Taxation

    Taxation Hybrid Taxation Individual Asset Allocation Multi Asset Allocation Fund Domestic Gold ETFs + Debt Fund Multi Asset Allocation fund Equity fund Commodities 20.0% As per Slab As per Slab As per Slab Short Term Capital Gain a period of 12 a period of 24 - a period of 24 months or less. months

25. Slide 25: Fund Details & Disclaimers

    Fund Details & Disclaimers

26. Slide 26: Fund Managers

    Fund Managers For Each Asset Class Debt Equity Commodities Milan Mody – Mayur Patel – Rahul Khetawat - Fund Manager, Debt President & Fund Manager, Equites Fund Manager, Commodities Mr. Patel is President & Fund Manager, Mr. Khetawat has over 14 years of Mr. Mody has over 21 years of work Listed Equ

27. Slide 27: Scheme Details

    Scheme Details Increase Equity Allocation Details Name of the scheme 360 ONE Multi Asset Allocation Fund Type of Scheme An open-ended scheme investing in Equity & Equity Related Instruments, Debt & Money Market Securities, Gold/silver related instruments and in units of REITs & InvITs. Investment Ob

28. Slide 28: Disclaimer

    Disclaimer The above commentary/opinions/in house views/strategy incorporated herein is provided solely to enhance the transparency about the investment strategy / theme of the Scheme and should not be treated as endorsement of the views / opinions or as an investment advice. The above commentary sh

29. Slide 29: Thank You!

    Thank You!

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