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Portfolio Management Services

Julius Baer Wealth Advisors (India) Private Limited (JBWA) is a SEBI registered Portfolio Manager and offers Discretionary, Non-Discretionary and Investment Advisory Portfolio Management Services.

Based on the assessed risk profile, the Client can choose to invest in one or more of the existing investment approach listed in the Disclosure Document or request JBWA to design a customised Investment Portfolio with a specific risk profile and Investment Approach. JBWA offers the above services through direct plan and distribution plan. The Client has the right to choose direct plan for each of the services offered by JBWA.