Wealth Managers - India
Spotlight
What the Team is Known For
Julius Baer offers a range of high end wealth management and investment services to ultra high net worth families in India. With offices across key cities including Mumbai, it is one of the largest foreign wealth managers in India.
Strengths
They have caught the Bangalore and Bombay markets well, providing private investment opportunities particularly for upcoming wealthy younger families.
Notable practitioners
Sonali Pradhan of is the head of wealth planning team at Julius Baer Wealth Advisors in India.
