Julius Baer Wealth Advisors (India) Private Limited • Equity
Julius Baer India Premier Opportunities Portfolio is an equity portfolio management service (PMS) strategy run by Julius Baer Wealth Advisors (India) Private Limited, launched on 26 Aug 2021. As of 30 Sep 2026, it manages ₹326 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +4.95% over 1 year, +10.55% over 3 years and +11.35% over 5 years (+11.93% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 1.35 percentage points ahead of its benchmark. Its 3-year return ranks 258th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Nitin Raheja.
Ranked nearby on 3-year return: SilverArch India Mid & Small Cap Equity Portfolio (+10.61%), FCI LLP Wealth Builder (+10.59%), AAA India Opportunity PMS (+10.53%), Impetus Value Portfolio (+10.53%).
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 | -5.12% |
| 3 Months | -2.49% |
| 1 Year | +4.95% |
| 3 Years | +10.55% |
| 5 Years | +11.35% |
| Since Inception | +11.93% |
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 Premier Opportunities Portfolio has a 1-year return of +4.95%, a 3-year return of +10.55%, a 5-year return of +11.35% and +11.93% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Julius Baer India Premier Opportunities Portfolio returned +11.35% against +8.91% for the BSE 500 TRI, 2.44 percentage points ahead. Over 3 years it returned +10.55% against +9.20%; Over 1 year it returned +4.95% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Julius Baer India Premier Opportunities Portfolio's 3-year return of +10.55% ranks 258th as of 30 Sep 2026.
Julius Baer India Premier Opportunities Portfolio is managed by Nitin Raheja at Julius Baer Wealth Advisors. The strategy manages ₹326 Cr of client assets as of 30 Sep 2026.
Julius Baer India Premier Opportunities Portfolio manages ₹326 Cr of client assets as of 30 Sep 2026.
The minimum investment for Julius Baer India Premier Opportunities Portfolio is ₹50 Lakhs.
Julius Baer India Premier Opportunities Portfolio was launched on 26 Aug 2021. It has a 5-year track record.
Description
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