Julius Baer's Investment Advisory Services offer you active guidance through the process of idea evaluation, identification of the right solutions for your unique needs and implementation of your investment plan.

Key features of our Investment Advisory proposition  

  • Your investment advisor will help you understand your risk profile and will identify your investment objectives together with you
  • Your investment advisor works closely with you in identifying investment solutions tailored to your financial needs
  • You will be continually updated on new market opportunities and gain access to quality investment ideas
  • You will receive investment statements that provide you with a comprehensive picture of your portfolio actions
  • Your investment advisor will periodically review your investments with you in the context of market developments as well as your investment objectives  

Investment Advisory Services

Julius Baer offers Investment Advisory services through its Investment Advisory Division, in terms of the SEBI (Investment Advisers) Regulations, 2013. The related key obligations and responsibilities can be found here. Julius Baer Wealth Advisors (India) Private Limited is a SEBI registered Investment Advisor having registration number INA000002355.

Additional information

Are you interested in learning more about Julius Baer’s Investment Advisory Services? Your Julius Baer relationship manager would be happy to discuss the solutions available to you.