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WATERFIELD ADVISORS FUNDING
Investing abroad? These 7 costly mistakes could trigger an income tax noticeWealthy Indians are investing more abroad. However, they must understand the rules to avoid trouble. Mistakes like misusing investment rout...
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...
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...
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 ...
ETtech Deals Digest: Startups raise $158.5 million in week to February 21, up 76.9% on-yearThe funds were raised by startups across seed, early and late stages, through 19 deals, compared to 37 in the year-ago period.
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 bags $6 million in funding roundWaterfield Advisors said the capital will be deployed to accelerate growth, including hiring talent, upgrading technology, and expanding co...
Alpha an uphill struggle, mutual funds file for passive, factor fundsInvestors can soon choose from a wider bouquet of passive and factor funds as several fund houses including Navi Mutual Fund, Kotak MF and ...
Investment advisers cannot manage funds, securities on clients' behalf: SebiSuch advisers can only provide investment advise to clients, the regulator said.
Waterfield Advisors appoints Nimish Shah as CIONimish Shah joined Waterfield from BNP Paribas Wealth Management where he was head of investment services.
Waterfield expects $5 billion AUM in 2 years; launches global platform with ZephyrThe new platform will allow investors access to a diverse class of products across the world in public and private markets, both the compan...
Zephyr, TVS Cap, Dalmia lead $6 million funding in WaterfieldThe multi-family advisory firm will use part of the proceeds to establish its presence in New York, Singapore and Dubai, with the rest goin...
Waterfield to launch development impact bondThe issue will raise around $15 million and is expected to gradually increase the size.
Meet Soumya Rajan who quit Standard Chartered Bank job to start Waterfield AdvisorsShe decided to pursue her entrepreneurial instincts by starting a boutique firm that advises India’s family offices on succession planning ...
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...