- SEBI reg.
- INP000007012
- Services
- Discretionary, Non-discretionary, Advisory
- Reported
- 30 Sep 2026
Julius Baer Wealth Advisors India
₹16,294 Cr
Assets under management
1,013 clients · 9 strategies · 30 Sep 2026
Julius Baer Wealth Advisors India managed ₹16,294 crore for 1,013 clients at 30 Sep 2026, across 9 strategies. In September clients added ₹18.46 crore and withdrew ₹11.43 crore.
Key numbers
- SEBI registration
- INP000007012
- Discretionary AUM
- ₹624 Cr
- Non-discretionary AUM
- ₹11,794 Cr
- Advisory assets
- ₹3,876 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Julius Baer India Premier Opportunities Portfolio | Equity | ₹326 Cr | +4.95% | −2.33% |
| Julius Baer Premier Focused Portfolio | Equity | ₹149 Cr | +6.13% | −2.33% |
| Julius Baer India Flexi Index Portfolio | Equity | ₹73.24 Cr | −2.46% | −7.09% |
| Julius Baer India Select Portfolio | Multi-asset | ₹29.90 Cr | +7.13% | +3.12% |
| Julius Baer India Equity Opportunities Portfolio | Equity | ₹21.18 Cr | −0.68% | −2.33% |
| Julius Baer All Weather Portfolio Plus | Multi-asset | ₹15.77 Cr | +2.37% | +3.12% |
| Julius Baer India Mid and Small Opportunities Portfolio | Equity | ₹7.10 Cr | — | — |
| Julius Baer All Weather Portfolio Core | Multi-asset | ₹2.19 Cr | +2.92% | +3.12% |
| Julius Baer India Liquid Portfolio | Debt | ₹0 | −5.10% | +3.81% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Who it manages money for
| Client type | Service | Clients | AUM |
|---|---|---|---|
| Domestic individuals and others | Non-discretionary | 564 | ₹7,776 Cr |
| Domestic corporates | Non-discretionary | 180 | ₹3,905 Cr |
| Other foreign investors | Advisory | 1 | ₹3,876 Cr |
| Domestic individuals and others | Discretionary | 188 | ₹326 Cr |
| Domestic corporates | Discretionary | 46 | ₹244 Cr |
| Non-resident Indians | Non-discretionary | 22 | ₹114 Cr |
| Non-resident Indians | Discretionary | 12 | ₹53.67 Cr |
For the advisory service, AUM is the assets it advises on.
Flows
- Inflow, Sep 2026
- ₹18.46 Cr
- Outflow, Sep 2026
- ₹11.43 Cr
- Net, Sep 2026
- ₹7.04 Cr
- Inflow, FY to date
- ₹99.79 Cr
- Outflow, FY to date
- ₹139 Cr
- Net, FY to date
- −₹38.85 Cr
Discretionary service. The financial year runs from 1 April.
Complaints
- Pending at start of month
- 0
- Received
- 0
- Resolved
- 0
- Pending at end of month
- 0
FAQs
How much does Julius Baer Wealth Advisors India manage?
₹16,294 crore for 1,013 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Julius Baer Wealth Advisors India have?
1,013 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates, other foreign investors.
Which PMS strategies does Julius Baer Wealth Advisors India offer?
It reported 9 to SEBI for 30 Sep 2026: Julius Baer India Premier Opportunities Portfolio, Julius Baer Premier Focused Portfolio, Julius Baer India Flexi Index Portfolio, Julius Baer India Select Portfolio, Julius Baer India Equity Opportunities Portfolio, Julius Baer All Weather Portfolio Plus, Julius Baer India Mid and Small Opportunities Portfolio, Julius Baer All Weather Portfolio Core, and 1 more.
Is Julius Baer Wealth Advisors India registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000007012.
Has Julius Baer Wealth Advisors India had investor complaints?
In September it received 0 and resolved 0; 0 were pending at the end of the month.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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