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JULIUS BAER WEALTH ADVISORS INDIA PVT LTD

JULIUS BAER WEALTH ADVISORS INDIA PVT LTD

AUM in Cr : 1,234 Cr
No of Clients : 159

Schemes (5)

PMS
|
31 May 2023
|
AUM : 111 Cr
JULIUS BAER ALL WEATHER PORTFOLIO CORE
NIFTYMULTI1
Fund Returns
1M
2.5%
1Y
9.06%
Benchmark Returns
1M
1.89%
1Y
8.29
PMS
|
31 May 2023
|
AUM : 4 Cr
JULIUS BAER ALL WEATHER PORTFOLIO PLUS
NIFTYMULTI1
Fund Returns
1M
2.85%
1Y
0%
Benchmark Returns
1M
1.89%
1Y
0
PMS
|
31 May 2023
|
AUM : 2 Cr
JULIUS BAER INDIA FLEXI INDEX PORTFOLIO
NIFTY50(TRI)
Fund Returns
1M
4.13%
1Y
0%
Benchmark Returns
1M
2.87%
1Y
0
PMS
|
31 May 2023
|
AUM : 165 Cr
JULIUS BAER INDIA PREMIER OPPORTUNITIES PORTFOLIO
BSE500(TRI)
Fund Returns
1M
5.93%
1Y
16.38%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 27 Cr
JULIUS BAER PREMIER FOCUSED PORTFOLIO
BSE500(TRI)
Fund Returns
1M
4.36%
1Y
0%
Benchmark Returns
1M
3.78%
1Y
0

Contacts

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map icon Corporate Address
8th Floor, Mafatlal Centre,,Nariman Point, Mumbai,MUMBAI,Mumbai,MAHARASHTRA,INDIA,400021
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Active Manager
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  • ASIAN MARKETS SECURITIES PVT LTD
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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
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  • COUNTER CYCLICAL INVESTMENTS PVT LTD
  • CREDENT ASSET MANAGEMENT SERVICES PVT LTD
  • CREDIT-SUISSE-SECURITIES-INDIA-PVT-LTD
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  • DALAL AND BROACHA STOCK BROKING PVT LTD
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  • 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
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  • EQUITREE CAPITAL ADVISORS PVT LTD
  • EQUITY INTELLIGENCE INDIA PVT LTD
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  • 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
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  • GUARDIAN ASSET MANAGEMENT PVT LTD
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  • HARMONEY FINSERV INDIA PVT LTD
  • HDFC ASSET MANAGEMENT COMPANY LTD
  • HEDGE EQUITIES LTD
  • HELIOS CAPITAL MANAGEMENT (INDIA) PVT LTD
  • HEM SECURITIES LTD
  • HIMALAYA INVESTMENT ADVISORS LLP
  • 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
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  • INDIA INFOLINE LTD
  • INDIABULLS ASSET MANAGEMENT CO. LTD
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  • MARFATIA STOCK BROKING PVT LTD
  • MASTER PORTFOLIO SERVICES LTD
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  • MERISIS ADVISORS PVT LTD
  • MICROSEC WEALTH MANAGEMENT LTD
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  • MIV INVESTMENT SERVICES PVT LTD
  • MO ALTERNATE INVESTMENT ADVISORS PVT LTD
  • MOAT FINANCIAL SERVICES PVT LTD
  • MOLECULE VENTURES LLP
  • MONEYBEE SECURITIES PVT LTD
  • MONEYGROW ASSET PVT LTD
  • MONEYLIFE ADVISORY SERVICES 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
  • NEO ASSET MANAGEMENT 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
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  • SOLIDARITY ADVISORS PVT LTD
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  • 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
  • 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
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  • TRIVANTAGE CAPITAL MANAGMENT INDIA PVT LTD
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