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Creating Value Beyond Wealth.
Managed by Julius Baer Wealth Advisors
Complex or leveraged strategies — long-short, hedge-fund-style and quant funds. Often open-ended, within SEBI leverage limits.
Julius Baer India Equity AIF is a SEBI-registered Alternative Investment Fund (reg. IN/AIF3/23-24/1328), registered in September 2023 and managed by Julius Baer Wealth Advisors (India) Private Limited (CIN: U65923MH2014PTC255743) — the Indian operating subsidiary of Julius Baer Group Ltd., the renowned Swiss private bank with origins dating back to 1890 and listed on the SIX Swiss Exchange (ticker: BAER). Julius Baer Wealth Advisors (India) is SEBI-registered for Stock Broking, Depository Participant, Investment Advisory, Research Analyst, and Portfolio Management Services, in addition to Alternative Investment Funds. The fund is headquartered at 2501, 25th Level, Altimus, Pandurang Budhkar Marg, Worli, Mumbai 400018 — Julius Baer India's flagship office. The AIF registration was obtained in mid-2023 as part of Julius Baer India's five-year transformation strategy to expand product offerings for HNIs and UHNIs. The maiden fund under this AIF registration — Julius Baer Next India Fund (LEI: 335800U9EJ6QPIEKI491) — was India's first closed-end equity AIF from an international private bank and achieved a full close in early 2024 with an 'overwhelming response'. Julius Baer India aims to double its headcount and triple AUM within five years, with India described as one of the firm's core growth markets amid a $600 billion wealth market growing at 12% annually.
Umang Papneja
CEO, Julius Baer India
Umang Papneja is the CEO of Julius Baer India (Julius Baer Wealth Advisors (India) Private Limited) and a Director on its board. He leads Julius Baer's five-year transformation strategy in India — doubling headcount, tripling AUM, expanding to 10+ cities, and launching new product lines including the AIF programme. He has spoken extensively on India's $600 billion wealth market and the firm's ambition to professionally manage a larger share of it.
Rahul Malhotra
Head – Private Banking, Global India & Developed Markets
Rahul Malhotra leads Julius Baer's private banking business for Global India and Developed Markets. With 30+ years of experience serving Indian private banking clients, he spearheaded the AIF product expansion and the firm's footprint extension to North India via the New Delhi office. He represents Julius Baer India's client-facing strategy for HNIs and UHNIs.
Purva Joshi
SEBI Contact Person / Company Secretary
Purva Joshi is the SEBI-designated contact person for Julius Baer India Alternate Opportunities AIF at Julius Baer Wealth Advisors (India) Private Limited. She is reachable via in.corporatesecretary@juliusbaer.com.
Bhaskar Laxminarayan
Director, Julius Baer Wealth Advisors (India) Pvt Ltd / Chief Investment Officer
Bhaskar Laxminarayan is a Director of Julius Baer Wealth Advisors (India) Private Limited and serves as Chief Investment Officer for Julius Baer India. He oversees the investment strategy and portfolio management across PMS, AIF, and discretionary mandates.
View the investment manager profile with all PMS strategies and AIFs under Julius Baer Wealth Advisors.
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