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WATERFIELD ADVISORS
Waterfield Advisors launches two GIFT City funds for global diversificationWaterfield Advisors has launched two GIFT City-based outbound AIFs to help Indian family portfolios diversify across global equities, commo...- Global chip rout: How should investors play India's AI trade that gave up to 400% returns this year?Global AI stocks face a sharp selloff, impacting Indian investor strategies. Indian markets focus on infrastructure like data centers and p...
- A $2.5 billion FII buying has domestic investors asking: Is foreign money shifting to India?Foreign investors bought Indian equities in July after significant selling periods. This return follows easing geopolitical concerns and im...
- India's favourite safe haven? Why gold hype is facing a reality check in 2026Gold's appeal as a safe haven has slowed after a strong rally this year. Profit-booking and easing geopolitical tensions have led to a mark...
- Foreign outflows thin down on healthier cues in JuneOverseas investors significantly reduced their selling of Indian equities in June, with outflows nearing December 2025 lows. Easing crude o...
- 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...
- ETMarkets Smart Talk: We believe FY24 to be a stock picker’s market: Kedar KadamHowever, with a recent sharp upwards move (~4% in May so far) the valuation multiples look adequate. On the sustenance of the current rally...
- 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 appoints Nakul Beri as senior managing directorNakul brings in over 26 years of substantive experience across the wealth management spectrum. He started his career in investment and corp...
- 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 open fifth office at KochiThe company has offices at Mumbai, Gurgaon, Bengaluru and Chennai and works with group of 60 prominent families in India, managing over $3....
- 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...
- Patni brothers acquire stake in advisory startup Waterfield AdvisorsPatni brothers – Amit and Arihant- have acquired a minority stake in Mumbai-based boutique advisory firm Waterfield Advisors to offer compr...
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