Learn
Julius Baer India Select Portfolio
Julius Baer Wealth Advisors (India) Private Limited
48.40 CR AUM
Julius Baer India Select Portfolio
Julius Baer Wealth Advisors (India) Private Limited
48.40 CR AUM
NSE Multi Asset Index 1
Benchmark
2yr 3mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
NSE Multi Asset Index 1
Benchmark
2yr 3mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
vinay agnani
Fund Manager
MULTI_ASSETStrategies
Vinay Agnani is a Portfolio Manager for Portfolio Management Services (PMS) at Julius Baer Wealth Advisors (India) Private Limited in Mumbai. He is an experienced investment advisor with a background in banking, previously working as a Product Manager for PMS at Julius Baer.
Purpose
To generate capital appreciation using strategic asset allocation combined with tactical overlay across asset classes
Investment Approach v/s Benchmark Metrics
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
-9.61%
1M benchmark return
-5.90%
Alpha
-3.71%
1M Wealth multiple
0.90x
Investment Approach v/s Benchmark Performance
2026
2026
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
-9.61%
1M benchmark return
-5.90%
Alpha
-3.71%
1M Wealth multiple
0.90x
Similar Investment Approaches
360 One Mandate - Balanced
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)
₹4,861.38 Cr
MA
360 One Mandate - Aggressive
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)
₹2,021.84 Cr
MA
Kotak Evolv Plus Asset Allocation Investment Approach
Kotak Mahindra Asset Management Company Ltd
₹1,124.41 Cr
MA
Infinity Core Approach
Nuvama Asset Management Limited
₹1,035.06 Cr
MA
360 One Mandate - Conservative
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)
₹1,009.85 Cr
MA