Information only. Not advice, not a marketplace.
995 clients · 62 months · INP000007012
CAGR is Not reported below 12 filed months. Age is months with 1M returns, not calendar age. Missing AUM is unfiled in SEBI Table B, not a site bug.
| 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.
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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 re-underwrite a held or pitched Julius Baer Wealth Advisors India Private Limited PMS?
- Open a strategy scorecard and read as-of plus track length first. CAGR needs at least 12 filed months. Add 2–4 strategies to Compare on the same as-of, then export an advisor 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