Through Julius Baer's Equity Solutions offering, you can gain exposure to the Indian equity markets via different instruments.

Direct equities

Our comprehensive platform offers you the opportunity to invest in the Indian secondary equity markets. Your relationship manager will provide you valuable inputs based on investment ideas generated by our in-house Research and investment specialists and guide you in building your equity portfolio. You will also have access to research covering a significant percentage of the local Indian market capitalisation across a wide range of stocks.

Apart from equities in the secondary markets, we also actively screen the Indian IPO market to identify attractive primary offerings and make them available to you.

Futures & options

In case you wish to supplement your equity investment strategy with trading or hedging positions or would like to take directional views, our futures & options offering provides you just the right platform. You can explore a variety of strategies through index and stock futures and options.

Equity mutual funds

At Julius Baer, we provide you access to a wide range of third-party equity mutual funds, through which you can get exposure to a variety of stocks, sectors and themes. We constantly screen the market for investment opportunities and select the best investment ideas based on quantitative and qualitative parameters. Our in-depth analysis and on-going engagement with the fund managers allows us to offer you best-in-class investment ideas.

The comprehensive range of high conviction equity mutual fund solutions allows your relationship manager to safely navigate the ups and downs of the equity markets and helps you construct a diversified growth portfolio.

Professional portfolio managers

In keeping with our philosophy of offering our clients access to best-of-breed professional managers, we provide you the opportunity of experiencing the specialised services of selected third-party portfolio managers that offer various portfolio management schemes. Whether it is a high conviction concentrated portfolio, a thematic portfolio or a unique blend of ideas, you can experience some of these through the portfolio managers identified for you by Julius Baer.  

Additional information

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