Julius Baer Wealth Advisors (India) Private Limited
Visit websiteRegistration details
- SEBI registration number
- INA000003130
- Registered since
- 30 June 2015
- Validity
- Perpetual
- Contact person
- Purva Joshi
- Website
- juliusbaer.comDerived from their listed email address, not self-reported.
Registered office
Altimus, 2501, 25th Level, Pandurang Budhkar Marg, WorliMumbai, Maharashtra 400018
Hidden by default to protect against automated address harvesting.
What the register tells you
Registered in 2015, during the period when the investment adviser register roughly tripled in size as fee-only advice took hold in India.
Julius Baer Wealth Advisors (India) Private Limited has held SEBI registration for 11 years. That means the practice has operated under SEBI's disclosure, record-keeping and suitability requirements for that period. It is not a measure of performance or of how well they will suit you.
This is 1 of 263 registered advisers with a registered address in Mumbai, and 1 of 391 across Maharashtra. Nationally there are 1,038 registered advisers, so Mumbai accounts for 25.3 percent of them.
Julius Baer Wealth Advisors (India) Private Limited is registered as an entity rather than an individual. With a firm, the registration belongs to the organisation, so the specific person advising you may change over time. Ask who will actually handle your account and what happens if they leave.
5 other advisers are registered at pincode 400018: Adv Partners Investment Adviser India Private Limited, Affirma Capital Investment Adviser India Private Limited, Appreciate Investment Advisory Private Limited, Ashmore Investment Management India LLP, Houlihan Lokey Advisory India Private Limited.
Are you Julius Baer Wealth Advisors (India) Private Limited?
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Verify INA000003130 against the official SEBI register, and know what registration does and does not guarantee. Read the guide, including the questions worth asking in a first meeting.
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Registration details reproduced from SEBI's public register as on August 3, 2026.
Compiled from SEBI's public register of Investment Advisers as on August 3, 2026. Registration details change: always confirm someone's current status on the official SEBI register before engaging them.
Inclusion in this directory is not an endorsement, recommendation, or assessment of any adviser. The Rational Investor is not affiliated with SEBI or with anyone listed, receives no payment for listings, and does not verify the services advisers offer. Read our full disclaimer.