Information only. Not advice, not a marketplace.
995 clients · 62 months · INP000007012
| About the PMS | Details |
|---|---|
| Registration No. | INP000007012 |
| Date of Registration | 2020-07-14 |
| Registered since | 6 yr 2 mo |
| Principal Officer | Mr.Nitin Raheja |
| Principal Officer Email | IN.corporatesecretary@juliusbaer.com |
| Contact Number | 91-022-61760100 |
| Compliance Officer | Ms.Purva Joshi |
| Compliance Email | purva.joshi@juliusbaer.com |
| Address | Altimus, 2501, 25th level, Pandurang Budhkar Marg, Worli,MUMBAI,Mumbai,MAHARASHTRA,INDIA,400018 |
| Age | 62 months |
Strategies
Open a strategy, then add up to four to Compare.
Showing 12 of 12 strategies
Trailing return from filed months
- 1Y
- 4.95%
- 3Y
- 10.56%
- 5Y
- 11.35%
Trailing return from filed months
- 1Y
- 2.91%
- 3Y
- 9.88%
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- -2.47%
- 3Y
- 8.20%
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- 6.10%
- 3Y
- 11.04%
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- 2.37%
- 3Y
- 9.72%
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- 7.11%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- -0.69%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- -5.10%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Julius Baer India ALL Weather Portfolio Core
Dormant · no recent filingsAge: 3 months · Sparse · 3 mo
Sparse track recordNeeds 12 months
0.00
Needs 12 months
Needs 12 months
Needs 12 months
100.00
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Julius Baer India ALL Weather Portfolio Plus
Dormant · no recent filingsAge: 3 months · Sparse · 3 mo
Sparse track recordNeeds 12 months
0.00
Needs 12 months
Needs 12 months
Needs 12 months
100.00
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Age: 3 months · Sparse · 3 mo
Sparse track recordNeeds 12 months
Not reported
Needs 12 months
Needs 12 months
Needs 12 months
Not reported
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Julius Baer India Premier Focused Portfolio
Dormant · no recent filingsAge: 2 months · Sparse · 2 mo
Sparse track recordNeeds 12 months
Needs 3 months
Needs 12 months
Needs 12 months
Needs 12 months
Needs 3 months
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Julius Baer Wealth Advisors India Private Limited performance FAQ
How we show this firm's returns and risk on Know Your PMS.
- How has Julius Baer Wealth Advisors India Private Limited performed?
- Julius Baer Wealth Advisors India Private Limited PMS performance on Know Your PMS is shown as standardized strategy scorecards from SEBI month-end TWRR filings — CAGR, max drawdown, and risk-adjusted metrics when enough months are reported (latest filing month Aug_2026). Learn more
- Where do Julius Baer Wealth Advisors India Private Limited returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings for listed strategies. We do not invent zeros for unfiled months. Learn more
- How many Julius Baer Wealth Advisors India Private Limited strategies are listed?
- 12 strategies are currently listed. Open each strategy scorecard for CAGR, drawdown, and track-record detail. Learn more
- How do I compare a Julius Baer Wealth Advisors India Private Limited PMS with others?
- Open a strategy and check the filing month and how long the track is. CAGR needs at least 12 filed months. Add two to four strategies on Compare, on the same month, then export a pack. Know Your PMS is research only. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Learn more