Julius Baer Wealth Advisors (India) Private Limited • Equity
Julius Baer India Equity Opportunities Portfolio is an equity portfolio management service (PMS) strategy run by Julius Baer Wealth Advisors (India) Private Limited, launched on 31 May 2024. As of 30 Sep 2026, it manages ₹21.18 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -0.68% over 1 year (+3.23% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 1.65 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Nitin Raheja.
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -4.73% |
| 3 Months | -3.71% |
| 1 Year | -0.68% |
| Since Inception | +3.23% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callJulius Baer India Equity Opportunities Portfolio has a 1-year return of -0.68% and +3.23% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Julius Baer India Equity Opportunities Portfolio returned -0.68% against -2.33% for the BSE 500 TRI, 1.65 percentage points ahead. Figures as of 30 Sep 2026.
Julius Baer India Equity Opportunities Portfolio is managed by Nitin Raheja at Julius Baer Wealth Advisors. The strategy manages ₹21.18 Cr of client assets as of 30 Sep 2026.
Julius Baer India Equity Opportunities Portfolio manages ₹21.18 Cr of client assets as of 30 Sep 2026.
The minimum investment for Julius Baer India Equity Opportunities Portfolio is ₹50 Lakhs.
Julius Baer India Equity Opportunities Portfolio was launched on 31 May 2024. It has a 2-year track record.
Description
All Julius Baer Wealth Advisors PMS strategies →Browse all PMS strategies in India →