Swapnil Venkatrao Made
Investment adviser representative at 360 One Portfolio Managers Limited
12 yearsExperience
1 stateRegistered in
$3.6BFirm assets
6 yearsFirm in business
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Contact this firm
From SEC records
Firm's SEC record (opens in a new tab)How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- 360 One Portfolio Managers LimitedNov 2025 to now
- Kotak Mahindra BankMay 2022 to Oct 2025
- Hdfc BankJul 2021 to Apr 2022
- Hdfc SecuritiesApr 2020 to Jul 2021
- Bob Capital MarketsNov 2017 to Apr 2020
- Kotak Mahindra BankApr 2014 to Oct 2017
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
360 One Portfolio Managers Limited
$3.6BAssets managed
2,096Clients
1Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8260112
- Firm CRD
- 307146