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WATERFIELD ADVISORS
Startup investing in India: Why angel investing is high-risk, illiquid, and suitable only for patient investors with diversified portfoliosIndian startup investing, once fueled by easy money, now demands caution due to market volatility and inherent risks. While success stories...- RBI MPC outcome: Experts decode what the policy decision means for mutual fund investorsThe Reserve Bank of India's Monetary Policy Committee held the repo rate steady at 5.25%, maintaining a neutral stance. Experts advise inve...
- Market wrap: Sensex falls 117 points, Nifty closes below 23,400 after RBI MPC meeting outcome. What lies ahead?Indian stock markets erased morning gains, with Sensex and Nifty closing lower following the RBI's hawkish stance and a wait-and-watch appr...
- India makes big moves to attract foreign investments in bonds: How will this impact stock market?India has unveiled significant measures to attract foreign investment, including tax exemptions on government securities and increased inve...
- The true cost of PMS returns: Disclosing the hidden gap between headline numbers and real investor gainsFrom glossy returns to tax drag, what an equity PMS earns investors often trails what is advertised.
- Retail direct equity bets fall, MF holdings rise to new highIndividual investors reduced direct equity ownership for the third consecutive quarter, while mutual fund holdings reached a record high, d...
- REITs, InvITs beat equities and debt in a six-year spanAlternative assets like REITs and InvITs have surpassed traditional investments. These instruments offer attractive returns and tax efficie...
- Forget will, rich Indian families are writing ‘family constitutions’Family constitution meaning: Wealthy Indian families are increasingly adopting formal family constitutions to govern wealth creation, succe...
- Clock ticking on Tuesday deadline: How will markets react if Iran ceasefire breaks or holds?Indian markets brace for a crucial Tuesday deadline as a ceasefire between Iran, the US, and Israel nears expiration. The direction of crud...
- Waterfield Advisors announces appointment of two key senior professionals to their leadership teamWaterfield Advisors appointed Riddhiman Jain as MD & Head of Investment Strategy and Abhishek Damani as MD, Alternative Investments. With v...
- Why India’s UHNIs and HNIs must consider engaging with a fee- based wealth advisorWith India's affluent population growing, the wealth management industry needs client-centric approaches. Waterfield Advisors, established ...
- Waterfield Advisors secures $18 million from Jungle Ventures in primary-secondary mixWhile $15 million is the primary component that will capitalise the firm, the other $3 million will be paid to Waterfield Advisors’ existin...
- Waterfield Advisors launches philanthropic foundation to drive innovative impact strategiesCommenting on the launch, Soumya Rajan, Founder & CEO, of Waterfield Advisors, said, “Waterfield Foundation represents a passion project th...
- Waterfield Advisors launch Discretionary Investment Services for India's HNIsWaterfield Financial and Investment Advisors has introduced Discretionary Investment Services for HNIs and UHNIs. This service is a fee-bas...
- Waterfield Advisors launches wealth advisory platform for women, calls it 'Heritage'Leveraging their decade-long experience of managing and servicing high-net-worth(HNW) and UHNW women on investment and non-investment needs...
- Subodh Kaistha to take charge of Waterfield Advisors' HNI segmentMulti-family office and wealth advisory firm Waterfield Advisors has appointed Subodh Kaistha as managing director to take charge of the fi...
- Waterfield Advisors ties up with Singapore Airlines for strategic ad placementHaving pioneered the concept of conflict-free wealth advisory in India, Waterfield Advisors now aspires to become a global brand with India...
- Waterfield Advisors bags $6 million in funding roundWaterfield Advisors said the capital will be deployed to accelerate growth, including hiring talent, upgrading technology, and expanding co...
- Waterfield Advisors appoints Nimish Shah as CIONimish Shah joined Waterfield from BNP Paribas Wealth Management where he was head of investment services.
- Waterfield Advisors announces appointment of Kartik Kini as COOKini has over two decades of experience in the financial services industry, mostly in the wealth management space. He has also worked in le...
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