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JULIUS BAER WEALTH ADVISORS INDIA PVT LTD

JULIUS BAER WEALTH ADVISORS INDIA PVT LTD

AUM in Cr : 1,194 Cr
No of Clients : 152

Schemes (5)

PMS
|
30 Apr 2023
|
AUM : 103 Cr
JULIUS BAER ALL WEATHER PORTFOLIO CORE
NIFTYMULTI1
Fund Returns
1M
2.43%
1Y
3.88%
Benchmark Returns
1M
2.76%
1Y
4.23
PMS
|
30 Apr 2023
|
AUM : 1 Cr
JULIUS BAER ALL WEATHER PORTFOLIO PLUS
NIFTYMULTI1
Fund Returns
1M
2.32%
1Y
0%
Benchmark Returns
1M
2.76%
1Y
0
PMS
|
30 Apr 2023
|
AUM : 2 Cr
JULIUS BAER INDIA FLEXI INDEX PORTFOLIO
NIFTY50(TRI)
Fund Returns
1M
3.5%
1Y
0%
Benchmark Returns
1M
4.1%
1Y
0
PMS
|
30 Apr 2023
|
AUM : 150 Cr
JULIUS BAER INDIA PREMIER OPPORTUNITIES PORTFOLIO
BSE500(TRI)
Fund Returns
1M
4.33%
1Y
5.08%
Benchmark Returns
1M
4.59%
1Y
4.23
PMS
|
30 Apr 2023
|
AUM : 26 Cr
JULIUS BAER PREMIER FOCUSED PORTFOLIO
BSE500(TRI)
Fund Returns
1M
3.21%
1Y
0%
Benchmark Returns
1M
4.59%
1Y
0

Contacts

contact icon Contact Person

map icon Corporate Address
8th Floor, Mafatlal Centre,,Nariman Point, Mumbai,MUMBAI,Mumbai,MAHARASHTRA,INDIA,400021
globe icon Web and Email

Active Manager
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  • AMBIT WEALTH PVT LTD
  • ANAND RATHI ADVISORS LTD
  • ANIVED PORTFOLIO MANAGERS PVT LTD
  • ANVIL WEALTH MANAGEMENT PVT LTD
  • ARIHANT ASSET MANAGEMENT LTD
  • ARTHYA WEALTH AND INVESTMENTS PVT LTD
  • ASIAN MARKETS SECURITIES PVT LTD
  • ASIT C. MEHTA INVESTMENT INTERRMEDIATES LTD
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  • BADJATE STOCK AND SHARES PVT LTD
  • BANYAN CAPITAL ADVISORS PVT LTD
  • BANYAN TREE ADVISORS PVT LTD
  • BARCLAYS SECURITIES (INDIA) PVT LTD
  • BARODA BNP PARIBAS ASSET MANAGEMENT INDIA PVT LTD
  • BASANT MAHESHWARI WEALTH ADVISERS LLP
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  • BUOYANT CAPITAL PVT LTD
  • BURMAN CAPITAL MANAGEMENT PVT LTD
  • CAPGROW CAPITAL ADVISORS LLP
  • CAPSTOCKS AND SECURITIES (INDIA) PVT
  • CARE PORTFOLIO MANAGERS PVT LTD
  • CARNELIAN ASSET ADVISORS PVT LTD
  • CATALYTIC SOLUTION AND MANAGEMENT SERVICES PVT LTD
  • CENTRUM BROKING LTD
  • CHANAKYA CAPITAL SERVICES PVT LTD
  • CHOICE PORTFOLIO MANAGEMENT SERVICES PVT LTD
  • CHONA FINANCIAL SERVICES LTD
  • CKREDENCE WEALTH MANAGEMENT PVT LTD
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  • COMPLETE CIRCLEWEALTH SOLUTIONS LLP
  • COMPOSITE INVESTMENTS PVT LTD
  • COMPOUND EVERYDAY CAPITAL MANAGEMENT LLP
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  • CONSORTIUM SECURITIES PVT LTD
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  • CREDENT ASSET MANAGEMENT SERVICES PVT LTD
  • CREDIT-SUISSE-SECURITIES-INDIA-PVT-LTD
  • CRESCITA INVESTMENT MANAGEMENT PVT LTD
  • DALAL AND BROACHA STOCK BROKING PVT LTD
  • DARASHAW AND COMPANY LTD
  • DECIMAL WEALTH PARTNERS PVT LTD
  • DEUTSCHE INVESTMENTS INDIA PVT LTD
  • DEZERV INVESTMENTS PVT LTD
  • DGS CAPITAL MANAGEMENT PVT LTD
  • DMZ PARTNERS INVESTMENT MANAGEMENT LLP
  • DOHA BROKERAGE AND FINANCIAL SERVICES LTD
  • DRCHOKSEY FINSERV PVT LTD
  • DYNAMIC EQUITIES PVT LTD
  • EAST LANE CAPITAL LLP
  • EDELWEISS ASSET MANAGEMENT LTD
  • EDHA WEALTH LLP
  • EKLAVYA CAPITAL ADVISORS LLP
  • ELECTRUM PORTFOLIO MANAGERS LTD, ERSTWHILE ARIHANT ASSET MANAGEMENT LTD
  • ELITE WEALTH LTD
  • ELIXIR EQUITIES PVT LTD
  • EMKAY INVESTMENT MANAGERS LTD
  • ENAM ASSET MANAGEMENT CO.PVTLTD
  • ENTRUST FAMILY OFFICE INVESTMENT ADVISORS PVT LTD
  • ENVISION CAPITAL SERVICES PVTLTD
  • EQUIRUS WEALTH PVT LTD
  • EQUITREE CAPITAL ADVISORS PVT LTD
  • EQUITY INTELLIGENCE INDIA PVT LTD
  • ESCORP ASSET MANAGEMENT LTD
  • ESTEE ADVISORS PVT LTD
  • EUREKA PORTFOLIO MANAGEMENT SERVICES PVT LTD
  • FIRST GLOBAL FINANCE PVT LTD
  • FIVE RIVERS PORTFOLIO MANAGERS PVT LTD
  • FORT CAPITAL INVESTMENT ADVISORY PVT LTD
  • FRACTAL CAPITAL INVESTMENTS LLP
  • FRANKLIN TEMPLETON ASSET MANAGEMENT (INDIA) PVT LTD
  • GEOJIT FINANCIAL SERVICES LTD
  • GHALLA BHANSALI STOCK BROKERS PVT LTD
  • GIRIK WEALTH ADVISORS PVT LTD
  • GLOBE CAPITAL MARKET LTD
  • GOOD FORTUNE CAPITALS PVT LTD
  • GREEN LANTERN CAPITAL LLP
  • GREEN PORTFOLIO PVT LTD
  • GSAM SERVICES PVT LTD
  • GUARDIAN ADVISORS PVT LTD
  • GUARDIAN ASSET MANAGEMENT PVT LTD
  • HANUT ALTERNATE INVESTMENTS LLP
  • HARMONEY FINSERV INDIA PVT LTD
  • HDFC ASSET MANAGEMENT COMPANY LTD
  • HEDGE EQUITIES LTD
  • HELIOS CAPITAL MANAGEMENT (INDIA) PVT LTD
  • HEM SECURITIES LTD
  • HPMG SHARES AND SECURITIES PVT LTD
  • HSBC ASSET MANAGEMENT (INDIA) PVT LTD
  • HUNTER WEALTH MANAGEMENT LLP
  • ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD
  • ICICI SECURITIES LTD
  • IDBI CAPITAL MARKET SERVICES LTD
  • IDFC ASSET MANAGEMENT COMPANY LTD
  • IMPETUS ARTHASUTRA PVT LTD
  • INCRED ASSET MANAGEMENT PVT LTD
  • INCRED CAPITAL WEALTH PORTFOLIO MANAGERS PVT LTD
  • INDIA INFOLINE LTD
  • INDIABULLS ASSET MANAGEMENT CO. LTD
  • INDIABULLS INVESTMENT MANAGEMENT LTD
  • INFINITY ALTERNATIVES INVESTMENT MANAGERS PVT LTD
  • INVASSET LLP
  • INVESCO ASSET MANAGEMENT (INDIA) PVT LTD
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  • MARATHON TRENDS ADVISORY PVT LTD
  • MARCELLUS INVESTMENT MANAGERS PVT LTD
  • MARFATIA STOCK BROKING PVT LTD
  • MASTER PORTFOLIO SERVICES LTD
  • MAXIMAL CAPITAL PVT LTD
  • MEHTA EQUITIES LTD
  • MERISIS ADVISORS PVT LTD
  • MICROSEC WEALTH MANAGEMENT LTD
  • MILESTONE CAPITAL ADVISORS PVT LTD
  • MITTAL ANALYTICS PVT LTD
  • MIV INVESTMENT SERVICES PVT LTD
  • MO ALTERNATE INVESTMENT ADVISORS PVT LTD
  • MOAT FINANCIAL SERVICES PVT LTD
  • MOLECULE VENTURES LLP
  • MONEYBEE SECURITIES PVT LTD
  • MONEYLIFE ADVISORY SERVICES PVT LTD
  • MORNINGSTAR INVESTMENT ADVISER INDIA PVT LTD
  • MOTILAL OSWAL ASSET MANAGEMENT COMPANY LTD
  • MOTILAL OSWAL WEALTH LTD
  • MRG INVESTMENT PARTNERS PVT LTD
  • MULTI-ACT EQUITY CONSULTANCY PVT LTD
  • MUNOTH FINANCIAL SERVICES LTD
  • NAFA ASSET MANAGERS PVT LTD
  • NARNOLIA FINANCIAL SERVICES LTD
  • NEGEN CAPITAL SERVICES PVT LTD
  • NEW BERRY CAPITALS PVT LTD
  • NEW HORIZON WEALTH MANAGEMENT PVT LTD
  • NINE RIVERS CAPITAL HOLDINGS PVT LTD
  • NIPPON LIFE INDIA ASSET MANAGEMENT LTD
  • NJ ASSET MANAGEMENT PVT LTD
  • NNM SECURITIES PVT LTD
  • NORTHERN ARC INVESTMENT MANAGERS PVT LTD
  • NUVAMA ASSET MANAGEMENT LTD
  • O3 SECURITIES PVT LTD
  • OAKLANE CAPITAL MANAGEMENT LLP
  • OAKS ASSET MANAGEMENT PVT LTD
  • OCEAN DIAL ASSET MANAGEMENT INDIA PVT LTD
  • OHM PORTFOLIO EQUI RESEARCH PVT LTD
  • OLD BRIDGE CAPITAL MANAGEMENT PVT LTD
  • P.C.S SECURITIES LTD
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  • PRITHVI FINMART PVT LTD
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  • PRP PROFESSIONAL EDGE ASSOCIATES PVT LTD
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  • R. WADIWALA SECURITIES PVT LTD
  • RELIANCE WEALTH MANAGEMENT LTD
  • RENAISSANCE INVESTMENT MANAGERS PVT LTD
  • REVELATION PORTFOLIO MANAGEMENT PVT LTD
  • RIGHT HORIZONS PORTFOLIO MANAGEMENT PVT LTD
  • ROHA ASSET MANAGERS LLP
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  • SAHASRAR CAPITAL PVT LTD
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  • SATCO CAPITAL MARKETS LTD
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  • SBI FUNDS MANAGEMENT LTD
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  • SEERS FUND MANAGEMENT PVT LTD
  • SERAPHIC MANAGEMENT AND ADVISORY PVT LTD
  • SHADE CAPITAL PVT LTD
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  • SHREE RAMA MANAGERS LLP
  • SHREEYAM SECURITIES LTD
  • SILVERARCH INVESTMENT ADVISERS PVT LTD
  • SIRIUS ADVISORS PVT LTD
  • SMARTOWNER SERVICES INDIA PVT LTD
  • SMC GLOBAL SECURITIES LTD
  • SOLDIERS FIELD INVESTMENTS PVT LTD
  • SOLIDARITY ADVISORS PVT LTD
  • SPARK ASIA IMPACT MANAGERS PVT LTD
  • SPARK FAMILY OFFICE AND INVESTMENT ADVISORS INDIA PVT LTD
  • STALLION ASSET PVT LTD
  • STEWART AND MACKERTICH WEALTH MANAGEMENT LTD
  • SUNDARAM ALTERNATE ASSETS LTD
  • SUREFIN FINANCIAL CONSULTANTS PVT LTD
  • SYKES AND RAY EQUITIES INDIA LTD
  • SYSTEMATIX SHARES AND STOCKS (INDIA) LTD
  • T.RAM FINANCIAL SERVICES PVT LTD
  • TAMOHARA INVESTMENT MANAGERS PVT LTD
  • TATA ASSET MANAGEMENT PVT LTD
  • TAURUS TREASURY MANAGEMENT SERVICES PVT LTD
  • TCG ADVISORY SERVICES PVT LTD
  • THAUMATURGY CAPITAL SERVICES PVT LTD
  • TORUS ORO PORTFOLIO MANAGEMENT PVT LTD
  • TRIVANTAGE CAPITAL MANAGMENT INDIA PVT LTD
  • TRUE BEACON INVESTMENT ADVISORS LLP
  • TRUST INVESTMENT ADVISORS PVT LTD
  • TRUSTLINE HOLDING PVT LTD
  • TULSIAN PMS PVT LTD
  • TURTLE WEALTH MANAGEMENT PVT LTD
  • UNIFI CAPITAL PVT LTD
  • UNIQUE ASSET MANAGEMENT LLP
  • UTI ASSET MANAGEMENT COMPANY PVT LTD
  • V. P. CONSULTANTS PVT LTD
  • VALENTIS ADVISORS PVT LTD
  • VALLUM CAPITAL ADVISORS PVT LTD
  • VAL-Q INVESTMENT ADVISORY PVT LTD
  • VALUE PROLIFIC INVESTMENTS AND CONSULTING PVT LTD
  • VALUEQUEST INVESTMENT ADVISORS PVT LTD
  • VARANIUM CAPITAL ADVISORS PVT LTD
  • VENTURA SECURITIES LTD
  • VITOR FUND MANAGERS LLP
  • WALLFORT PMS AND ADVISORY SERVICES LLP
  • WAY2WEALTH BROKERS PVT LTD
  • WEALTH MANAGERS (INDIA) PVT LTD
  • WEALTHBRIDGE CAPITAL ADVISORS PVT LTD
  • WELLWORTH SHARE AND STOCK BROKING LTD
  • WHITE OAK CAPITAL MANAGEMENT CONSULTANTS LLP
  • WHITE PINE INVESTMENT MANAGEMENT PVT LTD
  • WHITE WHALE PARTNERS LLP
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  • WIZEMARKETS ANALYTICS PVT LTD
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