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Third-party Portfolio Management Services Disclosures

Disclosure pertaining to distribution of third-party Portfolio Management Services

Julius Baer Wealth Advisors (India) is a distributor of various third-party Portfolio Management Services (PMS).

Before considering third-party Portfolio Management Services for investment, we recommend that you go through the latest information, risk factors and other disclosures pertaining to the strategies. This information would be available in the PMS disclosure documents uploaded on the websites of the respective Portfolio Managers. For information on commission fees that would be earned by Julius Baer Wealth Advisors upon distributing various PMS services, please refer to the link below.