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Sep2026

SEBI's new PMS rules could redraw competition for affluent investors
moneycontrol

SEBI's new PMS rules could redraw competition for affluent investors

Featured in moneycontrol

25 September 2026

India's NSE lists after decade-long wait; valued at $47 billion
VC CIRCLE

India's NSE lists after decade-long wait; valued at $47 billion

Featured in VC CIRCLE

24 September 2026

India's NSE IPO draws over $10 billion, traders eye mod9est listing pop
Reuters

India's NSE IPO draws over $10 billion, traders eye mod9est listing pop

Featured in Reuters

22 September 2026

US Yields, Crude Oil prices cool | Tata Group Stocks In Focus on Tata Sons Tata Trusts Split
moneycontrol

US Yields, Crude Oil prices cool | Tata Group Stocks In Focus on Tata Sons Tata Trusts Split

Featured in moneycontrol

18 September 2026

Mid & Smallcaps To Discretionary Consumption: Vipul Bhowar's Playbook For The Next Leg
moneycontrol

Mid & Smallcaps To Discretionary Consumption: Vipul Bhowar's Playbook For The Next Leg

Featured in moneycontrol

18 September 2026

Want to invest beyond India? Waterfield launches two GIFT City funds for global exposure
Business Today

Want to invest beyond India? Waterfield launches two GIFT City funds for global exposure

Featured in Business Today

09 September 2026

Two new GIFT City funds launched for global equity, fixed-income exposure
CNBC

Two new GIFT City funds launched for global equity, fixed-income exposure

Featured in CNBC

08 September 2026

Waterfield Advisors launches two GIFT City funds for global diversification
Economic Times

Waterfield Advisors launches two GIFT City funds for global diversification

Featured in Economic Times

07 September 2026

Waterfield Advisors rolls out two GIFT City funds for global diversification
moneycontrol

Waterfield Advisors rolls out two GIFT City funds for global diversification

Featured in moneycontrol

07 September 2026

Waterfield Advisors rolls out two GIFT City funds for global diversification
MSN

Waterfield Advisors rolls out two GIFT City funds for global diversification

Featured in MSN

07 September 2026

Aug2026

Daily Voice: Waterfield's Vipul Bhowar reveals trigger for aggressively overweighting IT; sees significant upside in gold and silver
moneycontrol

Daily Voice: Waterfield's Vipul Bhowar reveals trigger for aggressively overweighting IT; sees significant upside in gold and silver

Featured in moneycontrol

31 August 2026

Family offices in mega IPO pre-placements as they chase outsized returns
MINT

Family offices in mega IPO pre-placements as they chase outsized returns

Featured in MINT

25 August 2026

RBI may incur $9-12 bn in FCNR(B) hedging costs
Financial Express

RBI may incur $9-12 bn in FCNR(B) hedging costs

Featured in Financial Express

17 August 2026

The Biggest Investing Mistake Most Indians Make | Let's Mint Money | Soumya Rajan X Neil Borate
MINT

The Biggest Investing Mistake Most Indians Make | Let's Mint Money | Soumya Rajan X Neil Borate

Featured in MINT

12 August 2026

MF schemes with 10%+ gains fall by 3/4th in FY26; is easy money era over?
Business Standard

MF schemes with 10%+ gains fall by 3/4th in FY26; is easy money era over?

Featured in Business Standard

11 August 2026

S&P 500 hits new high | Oil falls to $79 | CAS confusion for Nifty & Sensex
moneycontrol

S&P 500 hits new high | Oil falls to $79 | CAS confusion for Nifty & Sensex

Featured in moneycontrol

05 August 2026

Jul2026

Global chip rout: How should investors play India's AI trade that gave up to 400% returns this year?
Economic Times

Global chip rout: How should investors play India's AI trade that gave up to 400% returns this year?

Featured in Economic Times

30 July 2026

Derivative flexibility likely to open new product avenues for PMS
Business Standard

Derivative flexibility likely to open new product avenues for PMS

Featured in Business Standard

27 July 2026

A $2.5 billion FII buying has domestic investors asking: Is foreign money shifting to India?
Economic Times

A $2.5 billion FII buying has domestic investors asking: Is foreign money shifting to India?

Featured in Economic Times

14 July 2026

India's favourite safe haven? Why gold hype is facing a reality check in 2026
Economic Times

India's favourite safe haven? Why gold hype is facing a reality check in 2026

Featured in Economic Times

07 July 2026

Greater Flexibility, Bigger Risks: A Peek into the Changing Investment Playbook of India's Wealthy
OUTLOOK

Greater Flexibility, Bigger Risks: A Peek into the Changing Investment Playbook of India's Wealthy

Featured in OUTLOOK

04 July 2026

Markets likely to recover gradually in H2 amid focus on domestic cues
Business Standard

Markets likely to recover gradually in H2 amid focus on domestic cues

Featured in Business Standard

01 July 2026

Jun2026

Foreign outflows thin down on healthier cues in June
Economic Times

Foreign outflows thin down on healthier cues in June

Featured in Economic Times

29 June 2026

Foreign investors exit India funds as AI boom redirects capital. Will inflows return?
MINT

Foreign investors exit India funds as AI boom redirects capital. Will inflows return?

Featured in MINT

26 June 2026

Daily Voice: Global markets may be underestimating the likelihood of interest rate hike before end of 2026, says Vipul Bhowar of Waterfield
moneycontrol

Daily Voice: Global markets may be underestimating the likelihood of interest rate hike before end of 2026, says Vipul Bhowar of Waterfield

Featured in moneycontrol

26 June 2026

Investing abroad? These 7 costly mistakes could trigger an income tax notice
Economic Times

Investing abroad? These 7 costly mistakes could trigger an income tax notice

Featured in Economic Times

15 June 2026

Markets surge as US-Iran truce calms geopolitical jitters, revives global risk-on mood
MINT

Markets surge as US-Iran truce calms geopolitical jitters, revives global risk-on mood

Featured in MINT

15 June 2026

RBI MPC outcome: Experts decode what the policy decision means for mutual fund investors
Economic Times

RBI MPC outcome: Experts decode what the policy decision means for mutual fund investors

Featured in Economic Times

06 June 2026

India makes big moves to attract foreign investments in bonds: How will this impact stock market?
Economic Times

India makes big moves to attract foreign investments in bonds: How will this impact stock market?

Featured in Economic Times

05 June 2026

RBI Monetary Policy Highlights: 2-6% Inflation Target Band Sacrosanct For RBI, Says Guv Malhotra
NDTV Profit

RBI Monetary Policy Highlights: 2-6% Inflation Target Band Sacrosanct For RBI, Says Guv Malhotra

Featured in NDTV Profit

05 June 2026

Waterfield Advisors Senior Director Vipul Bhowar on RBI Policy
Informist Media

Waterfield Advisors Senior Director Vipul Bhowar on RBI Policy

Featured in Informist Media

05 June 2026

Daily Voice | AI not main trigger; macro stability, earnings revival to steer recovery: Riddhiman Jain
moneycontrol

Daily Voice | AI not main trigger; macro stability, earnings revival to steer recovery: Riddhiman Jain

Featured in moneycontrol

01 June 2026

May2026

Overseas FoFs: What Indian investors need to know before going global
fortune

Overseas FoFs: What Indian investors need to know before going global

Featured in fortune

30 May 2026

Expert view: Peak macro concerns behind; time for staggered accumulation, says Waterfield Advisors' head of equities
MINT

Expert view: Peak macro concerns behind; time for staggered accumulation, says Waterfield Advisors' head of equities

Featured in MINT

23 May 2026

What the surge in global bond yields means for India?
moneycontrol

What the surge in global bond yields means for India?

Featured in moneycontrol

21 May 2026

Long-duration, gilt mutual fund schemes lose shine as yields spike
Business Standard

Long-duration, gilt mutual fund schemes lose shine as yields spike

Featured in Business Standard

21 May 2026

The true cost of PMS returns: Disclosing the hidden gap between headline numbers and real investor gains
Economic Times

The true cost of PMS returns: Disclosing the hidden gap between headline numbers and real investor gains

Featured in Economic Times

11 May 2026

With Sticky & Patient Capital, Family Offices Trade Up As Startup Co-Investors
NDTV Profit

With Sticky & Patient Capital, Family Offices Trade Up As Startup Co-Investors

Featured in NDTV Profit

09 May 2026

Retail Direct Equity Bets Fall, Mutual Fund Holdings Rise to New High
Economic Times

Retail Direct Equity Bets Fall, Mutual Fund Holdings Rise to New High

Featured in Economic Times

05 May 2026

The LRS playbook: Indian HNIs are learning to invest their dollar quota better, not just spend it
moneycontrol

The LRS playbook: Indian HNIs are learning to invest their dollar quota better, not just spend it

Featured in moneycontrol

05 May 2026

Oil above $100, Iran war drags: Should investors 'Sell in May' or stay put?
Business Standard

Oil above $100, Iran war drags: Should investors 'Sell in May' or stay put?

Featured in Business Standard

04 May 2026

Top 50 Family Offices Fueling India’s Startup Revolution
Indian Startup Times

Top 50 Family Offices Fueling India’s Startup Revolution

Featured in Indian Startup Times

02 May 2026

2026: Women redefining leadership across industries
forbes

2026: Women redefining leadership across industries

Featured in forbes

01 May 2026

Apr2026

REITs, InvITs beat equities and debt in a six-year span
Economic Times

REITs, InvITs beat equities and debt in a six-year span

Featured in Economic Times

28 April 2026

REITs, InvITs beat equities and debt in a six-year span
ETCFO

REITs, InvITs beat equities and debt in a six-year span

Featured in ETCFO

28 April 2026

Forget will, rich Indian families are writing ‘family constitutions
Economic Times

Forget will, rich Indian families are writing ‘family constitutions

Featured in Economic Times

27 April 2026

Wealthy clans now swear by 'family constitution' codifying not just money matters, but value system
The Times of India

Wealthy clans now swear by 'family constitution' codifying not just money matters, but value system

Featured in The Times of India

27 April 2026

Clock ticking on Tuesday deadline: How will markets react if Iran ceasefire breaks or holds?
Economic Times

Clock ticking on Tuesday deadline: How will markets react if Iran ceasefire breaks or holds?

Featured in Economic Times

22 April 2026

Gold on Akshaya Tritiya: 9 years of strong returns — Where can gold prices go in the next 12 months?
MINT

Gold on Akshaya Tritiya: 9 years of strong returns — Where can gold prices go in the next 12 months?

Featured in MINT

16 April 2026

Do you know who are the top PMS players in discretionary and non-discretionary PMS?
Cafe Mutual

Do you know who are the top PMS players in discretionary and non-discretionary PMS?

Featured in Cafe Mutual

16 April 2026

US Naval blockade begins tonight: Has Indian market priced in the worst of Iran shock?
moneycontrol

US Naval blockade begins tonight: Has Indian market priced in the worst of Iran shock?

Featured in moneycontrol

13 April 2026

Has the stock market weathered the Iran war, or will it face further decline? Learn from experts.
moneycontrol

Has the stock market weathered the Iran war, or will it face further decline? Learn from experts.

Featured in moneycontrol

13 April 2026

72.8% of HNI women now invest in domestic equities, Here’s why?
SME Futures

72.8% of HNI women now invest in domestic equities, Here’s why?

Featured in SME Futures

09 April 2026

RBI April policy chooses to wait, watch and respond, rather than react hastily to transient shocks
moneycontrol

RBI April policy chooses to wait, watch and respond, rather than react hastily to transient shocks

Featured in moneycontrol

08 April 2026

Daily Voice: Indian equities could rally into FY27 if Iran conflict ends this month, says Waterfield’s Vipul Bhowar
moneycontrol

Daily Voice: Indian equities could rally into FY27 if Iran conflict ends this month, says Waterfield’s Vipul Bhowar

Featured in moneycontrol

06 April 2026

Mar2026

India's HNI women turn risk-takers: 73% in equities, 53% absorb volatility
Business Standard

India's HNI women turn risk-takers: 73% in equities, 53% absorb volatility

Featured in Business Standard

24 March 2026

‘Ultra HNI women investors shifting towards equities’
Cafe Mutual

‘Ultra HNI women investors shifting towards equities’

Featured in Cafe Mutual

24 March 2026

A ‘Double Whammy’ For India: How War And El Niño Could Ignite A New Inflationary Fire
The core

A ‘Double Whammy’ For India: How War And El Niño Could Ignite A New Inflationary Fire

Featured in The core

24 March 2026

FPIs Still in Exit Mode, Dump Record Chunk of Fin Services
Economic Times

FPIs Still in Exit Mode, Dump Record Chunk of Fin Services

Featured in Economic Times

21 March 2026

FPIs in selloff overdrive, dump record Rs 31,831 cr in finservs
News Point

FPIs in selloff overdrive, dump record Rs 31,831 cr in finservs

Featured in News Point

21 March 2026

Global indices skewed beyond India: ‘Women of Wealth’ make case for offshore diversification
moneycontrol

Global indices skewed beyond India: ‘Women of Wealth’ make case for offshore diversification

Featured in moneycontrol

20 March 2026

Devyani to Westlife FoodWorld: QSR stocks near 52-week lows! Should you avoid the sector amid LPG crisis in India?
MINT

Devyani to Westlife FoodWorld: QSR stocks near 52-week lows! Should you avoid the sector amid LPG crisis in India?

Featured in MINT

11 March 2026

West Asia conflict puts FIIs in reverse in India; Nifty will test 24,300 support level next, say experts
MINT

West Asia conflict puts FIIs in reverse in India; Nifty will test 24,300 support level next, say experts

Featured in MINT

05 March 2026

Feb2026

Equity SIP inflows see rare dip as volatility tests investor patience
Business Standard

Equity SIP inflows see rare dip as volatility tests investor patience

Featured in Business Standard

26 February 2026

25 stocks that survived AI crash reveal what themes could work within Indian IT space
Economic Times

25 stocks that survived AI crash reveal what themes could work within Indian IT space

Featured in Economic Times

26 February 2026

Euphoria to Exodus: Liquidity crunch, not earnings, hurt small, mid-caps more. And there is more pain ahead.
Business Standard

Euphoria to Exodus: Liquidity crunch, not earnings, hurt small, mid-caps more. And there is more pain ahead.

Featured in Business Standard

24 February 2026

AI a secular, long-term theme; worst of earnings firmly behind us, says Waterfield Advisors MD
MINT

AI a secular, long-term theme; worst of earnings firmly behind us, says Waterfield Advisors MD

Featured in MINT

24 February 2026

Fractal Analytics drops 5% in trading debut as AI jitters keep investors cautious
VC CIRCLE

Fractal Analytics drops 5% in trading debut as AI jitters keep investors cautious

Featured in VC CIRCLE

16 February 2026

India's Fractal Analytics drops 5% in trading debut as AI jitters keep investors cautious
Reuters

India's Fractal Analytics drops 5% in trading debut as AI jitters keep investors cautious

Featured in Reuters

16 February 2026

From tax relief to easier property sales: 5 NRI rule changes
Economic Times

From tax relief to easier property sales: 5 NRI rule changes

Featured in Economic Times

09 February 2026

STT hike on F&O trades to eat into arbitrage fund returns: Experts
Business Standard

STT hike on F&O trades to eat into arbitrage fund returns: Experts

Featured in Business Standard

02 February 2026

Jan2026

OPINION: Markets want Budget clarity and growth continuity without compromising fiscal discipline
moneycontrol

OPINION: Markets want Budget clarity and growth continuity without compromising fiscal discipline

Featured in moneycontrol

26 January 2026

Forbes 50 Over 50 Global: 2026
forbes

Forbes 50 Over 50 Global: 2026

Featured in forbes

24 January 2026

Waterfield scores US$18m — Soumya Rajan charts next growth moves
asian private banker

Waterfield scores US$18m — Soumya Rajan charts next growth moves

Featured in asian private banker

19 January 2026

Can Nifty breach 25,900 after RIL, HDFC Bank Q3 results? | Opening Bell
moneycontrol

Can Nifty breach 25,900 after RIL, HDFC Bank Q3 results? | Opening Bell

Featured in moneycontrol

19 January 2026

Commissions trump advice in India’s booming wealth management business
MINT

Commissions trump advice in India’s booming wealth management business

Featured in MINT

13 January 2026

FIIs end four-month sell-off: Consumer durables stocks back in favour
MINT

FIIs end four-month sell-off: Consumer durables stocks back in favour

Featured in MINT

13 January 2026

Dec2025

Investors Gain From SEBI's Mutual Fund Fee Reset; Experts Warn of Lower Research, Distribution Support
NDTV Profit

Investors Gain From SEBI's Mutual Fund Fee Reset; Experts Warn of Lower Research, Distribution Support

Featured in NDTV Profit

21 December 2025

How India’s family businesses are preparing the next gen for wealth beyond the business
CNBC

How India’s family businesses are preparing the next gen for wealth beyond the business

Featured in CNBC

15 December 2025

Daily Voice | Fed likely to stay cautious in December, not cut rates: Waterfield’s Vipul Bhowar
moneycontrol

Daily Voice | Fed likely to stay cautious in December, not cut rates: Waterfield’s Vipul Bhowar

Featured in moneycontrol

02 December 2025

Nov2025

From Zomato to Lenskart: What really separates winning IPOs from wealth traps?
MINT

From Zomato to Lenskart: What really separates winning IPOs from wealth traps?

Featured in MINT

24 November 2025

Active banking funds fail to capitalise on PSU rally: Value Research data
Business Standard

Active banking funds fail to capitalise on PSU rally: Value Research data

Featured in Business Standard

21 November 2025

A math question: At Rs 1 lakh crore, did Groww shares run too far ahead too soon?
Economic Times

A math question: At Rs 1 lakh crore, did Groww shares run too far ahead too soon?

Featured in Economic Times

18 November 2025

Indian stock markets may see double-digit gains in 2026: Riddhiman Jain
Business Standard

Indian stock markets may see double-digit gains in 2026: Riddhiman Jain

Featured in Business Standard

17 November 2025

SEBI’s new norms to reshape Bank Nifty, impact ETFs and derivatives trading
hindu business line

SEBI’s new norms to reshape Bank Nifty, impact ETFs and derivatives trading

Featured in hindu business line

04 November 2025

Oct2025

YES, RBL Bank foreign deals put mid-cap bank stocks in focus; time to buy?
Business Standard

YES, RBL Bank foreign deals put mid-cap bank stocks in focus; time to buy?

Featured in Business Standard

28 October 2025

Retail investors are shorting the structural story of auto stocks after GST windfall. What's happening?
Economic Times

Retail investors are shorting the structural story of auto stocks after GST windfall. What's happening?

Featured in Economic Times

27 October 2025

Investors bet weight-loss drugs will fatten contract manufacturers’ profits first
MINT

Investors bet weight-loss drugs will fatten contract manufacturers’ profits first

Featured in MINT

16 October 2025

FPIs dump defensives like IT, Pharma, FMCG; pour money into Autos, Capital Goods, Metals in September
MINT

FPIs dump defensives like IT, Pharma, FMCG; pour money into Autos, Capital Goods, Metals in September

Featured in MINT

08 October 2025

Sep2025

Daily Voice: No US trade deal, no rally? Here's why Indian markets are watching Washington
moneycontrol

Daily Voice: No US trade deal, no rally? Here's why Indian markets are watching Washington

Featured in moneycontrol

08 September 2025

BSE SME IPO Index loses steam in 2025 after four-year surge
moneycontrol

BSE SME IPO Index loses steam in 2025 after four-year surge

Featured in moneycontrol

03 September 2025

FPIs selloff Indian stocks but lap up IPOs: What's behind the diverging trend? Explained with 3 reasons
MINT

FPIs selloff Indian stocks but lap up IPOs: What's behind the diverging trend? Explained with 3 reasons

Featured in MINT

02 September 2025

Aug2025

Market valuation stretched, a lot depends on earnings growth, says Waterfield’s Vipul Bhowar
moneycontrol

Market valuation stretched, a lot depends on earnings growth, says Waterfield’s Vipul Bhowar

Featured in moneycontrol

25 August 2025

ETMarkets Smart Talk| Despite FII selling, smart money shifts to small and mid-caps, says Vivek Rajaraman
Economic Times

ETMarkets Smart Talk| Despite FII selling, smart money shifts to small and mid-caps, says Vivek Rajaraman

Featured in Economic Times

25 August 2025

The Barbell Advantage: Positioning for stability and opportunity in Indian fixed income
Economic Times

The Barbell Advantage: Positioning for stability and opportunity in Indian fixed income

Featured in Economic Times

17 August 2025

Mutual fund boom: Your SIPs are powering the rally in these 4 multibagger stocks
Economic Times

Mutual fund boom: Your SIPs are powering the rally in these 4 multibagger stocks

Featured in Economic Times

14 August 2025

Market volatility ahead? Waterfield’s Vipul Bhowar on sectors, valuations & what to buy
Economic Times

Market volatility ahead? Waterfield’s Vipul Bhowar on sectors, valuations & what to buy

Featured in Economic Times

06 August 2025

Waterfield Advisors Strengthens Senior Leadership Team with Three Key Appointments
Waterfield

Waterfield Advisors Strengthens Senior Leadership Team with Three Key Appointments

Featured in Waterfield

04 August 2025

Jul2025

Trump's 25% tariff on India poses key challenges, especially for these 5 sectors, says Waterfield's Vipul Bhowar
moneycontrol

Trump's 25% tariff on India poses key challenges, especially for these 5 sectors, says Waterfield's Vipul Bhowar

Featured in moneycontrol

31 July 2025

India-UK trade deal: India’s engineering exports to UK may double to $7.5 bn by FY30
fortune

India-UK trade deal: India’s engineering exports to UK may double to $7.5 bn by FY30

Featured in fortune

24 July 2025

India private equity’s long wait for an institutionalised local LP base
Ion Analytics

India private equity’s long wait for an institutionalised local LP base

Featured in Ion Analytics

23 July 2025

Equity MF schemes may soon be allowed to dabble in gold and silver
Business Standard

Equity MF schemes may soon be allowed to dabble in gold and silver

Featured in Business Standard

22 July 2025

Daily Voice: With expectations of recovery in growth, markets remain broadly healthy despite elevated valuations, says Waterfield’s Vipul Bhowar
moneycontrol

Daily Voice: With expectations of recovery in growth, markets remain broadly healthy despite elevated valuations, says Waterfield’s Vipul Bhowar

Featured in moneycontrol

16 July 2025

Can Indian IT protect its high valuation as AI takes centre stage?
Economic Times

Can Indian IT protect its high valuation as AI takes centre stage?

Featured in Economic Times

11 July 2025

Realty rally may have peaked, go for stock-specific bets
Economic Times

Realty rally may have peaked, go for stock-specific bets

Featured in Economic Times

04 July 2025

Jun2025

Why foreign investors are dialling into telecom stocks
MINT

Why foreign investors are dialling into telecom stocks

Featured in MINT

17 June 2025

Stock market: How to invest Rs 5 lakh in this market as midcaps, smallcaps outdo largecaps
Business Today

Stock market: How to invest Rs 5 lakh in this market as midcaps, smallcaps outdo largecaps

Featured in Business Today

17 June 2025

Expert view: Indian stock market slightly above long-term valuations, says Vivek Rajaraman of Waterfield Advisors
MINT

Expert view: Indian stock market slightly above long-term valuations, says Vivek Rajaraman of Waterfield Advisors

Featured in MINT

13 June 2025

RBI’s unexpectedly deep rate cut and the road ahead
Economic Times

RBI’s unexpectedly deep rate cut and the road ahead

Featured in Economic Times

07 June 2025

Rethinking Wealth: How Private Banking and Wealth Management are Navigating a Changing Landscape
BSE

Rethinking Wealth: How Private Banking and Wealth Management are Navigating a Changing Landscape

Featured in BSE

01 June 2025

May2025

Economic growth recovery in 2HFY26 expected to be moderate rather than robust
moneycontrol

Economic growth recovery in 2HFY26 expected to be moderate rather than robust

Featured in moneycontrol

22 May 2025

Mystery on the tracks! The curious case of rail stocks riding the defence wave without a ticket
Economic Times

Mystery on the tracks! The curious case of rail stocks riding the defence wave without a ticket

Featured in Economic Times

21 May 2025

Rs 26 lakh crore richer in a week! What should stock market investors do now?
Economic Times

Rs 26 lakh crore richer in a week! What should stock market investors do now?

Featured in Economic Times

18 May 2025

Will China’s trade charm clip Nifty’s wings as FIIs may rethink India bet amid US truce?
Economic Times

Will China’s trade charm clip Nifty’s wings as FIIs may rethink India bet amid US truce?

Featured in Economic Times

14 May 2025

Fee-Only, Fully Aligned: Divij Chopra on Advisory Integrity and Portfolio Precision at Waterfield Advisors
Hubbis

Fee-Only, Fully Aligned: Divij Chopra on Advisory Integrity and Portfolio Precision at Waterfield Advisors

Featured in Hubbis

13 May 2025

Apr2025

NRI Talk: Ideal allocation for NRIs - 60% equity, 20% debt, and a global twist
Economic Times

NRI Talk: Ideal allocation for NRIs - 60% equity, 20% debt, and a global twist

Featured in Economic Times

29 April 2025

Up to 54% stake! FIIs substantially raised their stake in these small cap firms; do you own any?
Business Today

Up to 54% stake! FIIs substantially raised their stake in these small cap firms; do you own any?

Featured in Business Today

24 April 2025

Thinking Legacy: Startup founders take to trust, estate planning to protect assets, plan succession
MINT

Thinking Legacy: Startup founders take to trust, estate planning to protect assets, plan succession

Featured in MINT

22 April 2025

Daily Voice: US 90-day pause a ‘window for key trade talks
moneycontrol

Daily Voice: US 90-day pause a ‘window for key trade talks

Featured in moneycontrol

15 April 2025

Mar2025

Wealth managers recommend super-rich to bet big on stocks again
Economic Times

Wealth managers recommend super-rich to bet big on stocks again

Featured in Economic Times

27 March 2025

Financial Strategies for a Smooth Divorce Settlement | Ft. Nita Shivdasani Bhambhani
Personal Finance TV

Financial Strategies for a Smooth Divorce Settlement | Ft. Nita Shivdasani Bhambhani

Featured in Personal Finance TV

18 March 2025

5 ways to identify hidden gems for long-term gains
Economic Times

5 ways to identify hidden gems for long-term gains

Featured in Economic Times

07 March 2025

New-Age Tech Stocks Plunge This Week As Bloodbath Continues On D-Street
INC42

New-Age Tech Stocks Plunge This Week As Bloodbath Continues On D-Street

Featured in INC42

02 March 2025

Auto sales, macro data, FII flow, Trump tariffs, global cues among key triggers for Indian stock market
MINT

Auto sales, macro data, FII flow, Trump tariffs, global cues among key triggers for Indian stock market

Featured in MINT

02 March 2025

Feb2025

India’s market resilience faces a test as redemptions rise – will investors hold the line?
MINT

India’s market resilience faces a test as redemptions rise – will investors hold the line?

Featured in MINT

27 February 2025

Waterfield Advisors Secures $18 Million Investment Led by Jungle Ventures
Waterfield

Waterfield Advisors Secures $18 Million Investment Led by Jungle Ventures

Featured in Waterfield

20 February 2025

Waterfield Advisors Raises $18 Million In Funding Round
NDTV Profit

Waterfield Advisors Raises $18 Million In Funding Round

Featured in NDTV Profit

20 February 2025

Waterfield Advisors secures $18 million from Jungle Ventures in primary-secondary mix
Economic Times

Waterfield Advisors secures $18 million from Jungle Ventures in primary-secondary mix

Featured in Economic Times

20 February 2025

Rising US yields, global trade tensions draw FPIs away from Indian stock market. Will outflows persist?
MINT

Rising US yields, global trade tensions draw FPIs away from Indian stock market. Will outflows persist?

Featured in MINT

17 February 2025

Potential for enhanced corporate performance in FY26 depends on 2 factors
moneycontrol

Potential for enhanced corporate performance in FY26 depends on 2 factors

Featured in moneycontrol

12 February 2025

Union Budget 2025: Finance Minister focuses on startups with new Rs 10,000 crore AIF Fund
Economic Times

Union Budget 2025: Finance Minister focuses on startups with new Rs 10,000 crore AIF Fund

Featured in Economic Times

01 February 2025

Jan2025

FPIs take out Rs 44,396 cr from equities in Jan amid weak earnings outlook, rising dollar
Economic Times

FPIs take out Rs 44,396 cr from equities in Jan amid weak earnings outlook, rising dollar

Featured in Economic Times

19 January 2025

Bet on quality funds amid slowing economic growth, market turbulence
Business Standard

Bet on quality funds amid slowing economic growth, market turbulence

Featured in Business Standard

13 January 2025

Why is asset class diversification more crucial now than ever?
MINT

Why is asset class diversification more crucial now than ever?

Featured in MINT

09 January 2025

Dec2024

FPIs return to Indian equities; infuse Rs 22,766 cr in first two weeks of Dec
moneycontrol

FPIs return to Indian equities; infuse Rs 22,766 cr in first two weeks of Dec

Featured in moneycontrol

15 December 2024

Nov2024

New status symbols: How India’s family offices are redefining the investment paradigm
MINT

New status symbols: How India’s family offices are redefining the investment paradigm

Featured in MINT

29 November 2024

Navigating Generational Shifts, Globalization, and New-Age Investments: Wealth Trends Among India’s Elite
Multipolitan

Navigating Generational Shifts, Globalization, and New-Age Investments: Wealth Trends Among India’s Elite

Featured in Multipolitan

21 November 2024

FPI Sell-off continues; Pulls out 22,420 cr so far in Nov
fortune

FPI Sell-off continues; Pulls out 22,420 cr so far in Nov

Featured in fortune

16 November 2024

Q2 Result 2024
Financial Express

Q2 Result 2024

Featured in Financial Express

12 November 2024

Earnings recovery in Q3 may be limited if economic environment remains challenging
moneycontrol

Earnings recovery in Q3 may be limited if economic environment remains challenging

Featured in moneycontrol

10 November 2024

Why Sensex fell 959 pts, Nifty 302 pts, after Trump's US election victory
Business Standard

Why Sensex fell 959 pts, Nifty 302 pts, after Trump's US election victory

Featured in Business Standard

07 November 2024

Why these scions are ditching their families’ decades-old investing style
The Ken

Why these scions are ditching their families’ decades-old investing style

Featured in The Ken

04 November 2024

Samvat 2081 kicks off with Muhurat trading. A year for stock pickers?
MINT

Samvat 2081 kicks off with Muhurat trading. A year for stock pickers?

Featured in MINT

01 November 2024

Oct2024

Wealth Management and Succession Planning for Ultra HNIs in a Globalized Context
Hubbis

Wealth Management and Succession Planning for Ultra HNIs in a Globalized Context

Featured in Hubbis

28 October 2024

FIIs pulling out of India is not a surprise. But where is their money going?
MINT

FIIs pulling out of India is not a surprise. But where is their money going?

Featured in MINT

23 October 2024

Investors book profits in weaker stocks, never fully exit equities
MINT

Investors book profits in weaker stocks, never fully exit equities

Featured in MINT

21 October 2024

Analysts View: How will RBI repo rate hold, stance change affect markets?
Business Standard

Analysts View: How will RBI repo rate hold, stance change affect markets?

Featured in Business Standard

09 October 2024

Only two new IPOs this week, 6 companies set for listing
Business Today

Only two new IPOs this week, 6 companies set for listing

Featured in Business Today

06 October 2024

Don't see market hitting long-term peak anytime soon
moneycontrol

Don't see market hitting long-term peak anytime soon

Featured in moneycontrol

02 October 2024

Navigating behavioural biases, market volatility, uncertainty in investment journey
MINT

Navigating behavioural biases, market volatility, uncertainty in investment journey

Featured in MINT

01 October 2024

Sep2024

Mid-Cap valuations at risk! Retail greed rising in Indian markets, warns Vipul Bhowar
Economic Times

Mid-Cap valuations at risk! Retail greed rising in Indian markets, warns Vipul Bhowar

Featured in Economic Times

30 September 2024

How US Fed rate cut could impact the Indian stock market? Experts suggest sectors to invest in a low-rate regime
MINT

How US Fed rate cut could impact the Indian stock market? Experts suggest sectors to invest in a low-rate regime

Featured in MINT

19 September 2024

From pink dogs to Japanese whiskey: India’s uber rich diversify into rare collectibles
MINT

From pink dogs to Japanese whiskey: India’s uber rich diversify into rare collectibles

Featured in MINT

18 September 2024

New day, new high: Will stocks sustain Thursday's momentum?
MINT

New day, new high: Will stocks sustain Thursday's momentum?

Featured in MINT

12 September 2024

Think SIPs, STPs are for small investors? Think again. HNIs embracing them in a big way
moneycontrol

Think SIPs, STPs are for small investors? Think again. HNIs embracing them in a big way

Featured in moneycontrol

09 September 2024

FPIs pump $18 billion in Indian government debt since J P Morgan Bond index inclusion announcement
hindu business line

FPIs pump $18 billion in Indian government debt since J P Morgan Bond index inclusion announcement

Featured in hindu business line

08 September 2024

$1 Trillion and Counting
fortune

$1 Trillion and Counting

Featured in fortune

03 September 2024

The $1Bn Club Swells
fortune

The $1Bn Club Swells

Featured in fortune

03 September 2024

Mukesh Ambani-led RIL Group Richest Among Diversified Groups
fortune

Mukesh Ambani-led RIL Group Richest Among Diversified Groups

Featured in fortune

03 September 2024

Dilip Shangvi Richest Pharma Entrepreneur
fortune

Dilip Shangvi Richest Pharma Entrepreneur

Featured in fortune

03 September 2024

Wealth of richest 185 Indians surges past $1 trillion, one woman in top 10
Business Standard

Wealth of richest 185 Indians surges past $1 trillion, one woman in top 10

Featured in Business Standard

03 September 2024

FPIs inflow in equities drops to Rs 7,320 crore in August on higher valuations
The Hindu

FPIs inflow in equities drops to Rs 7,320 crore in August on higher valuations

Featured in The Hindu

01 September 2024

Aug2024

Waterfield Advisors introduces Founders Circle: Wealth Advisory for Entrepreneurs
Waterfield

Waterfield Advisors introduces Founders Circle: Wealth Advisory for Entrepreneurs

Featured in Waterfield

30 August 2024

What will Indian family offices do if GIFT City FIF applications falter?
citywire

What will Indian family offices do if GIFT City FIF applications falter?

Featured in citywire

30 August 2024

Waterfield Advisors launches Founders Circle, a tailored wealth management for entrepreneurs
hindu business line

Waterfield Advisors launches Founders Circle, a tailored wealth management for entrepreneurs

Featured in hindu business line

28 August 2024

How To Build Your Mutual Fund Portfolio?
NDTV Profit

How To Build Your Mutual Fund Portfolio?

Featured in NDTV Profit

28 August 2024

FPIs inject Rs 11,366 cr in debt market in Aug; inflow tally crosses Rs 1 lakh cr for 2024
Deccan Herald

FPIs inject Rs 11,366 cr in debt market in Aug; inflow tally crosses Rs 1 lakh cr for 2024

Featured in Deccan Herald

25 August 2024

Empowering the Next Generation: Strategies for Navigating Wealth Transfer and Succession Planning in India
Hubbis

Empowering the Next Generation: Strategies for Navigating Wealth Transfer and Succession Planning in India

Featured in Hubbis

23 August 2024

New capital gains taxation rules: Investors can pick assets purely on merit rather than to optimise tax outgo
Economic Times

New capital gains taxation rules: Investors can pick assets purely on merit rather than to optimise tax outgo

Featured in Economic Times

20 August 2024

FPIs sell-off rises to Rs21,201 crore in India equities on domestic, global factors; When will inflows resume?
MINT

FPIs sell-off rises to Rs21,201 crore in India equities on domestic, global factors; When will inflows resume?

Featured in MINT

17 August 2024

How Do Rich People Invest?
MINT

How Do Rich People Invest?

Featured in MINT

08 August 2024

Strong growth, MF inflows help India avoid big falls
Economic Times

Strong growth, MF inflows help India avoid big falls

Featured in Economic Times

07 August 2024

Foreign investors continue to remain net buyers in Indian stock market
The Print

Foreign investors continue to remain net buyers in Indian stock market

Featured in The Print

04 August 2024

Jul2024

Capital gains tax framework completely overhauled: Changes that can hurt you, measures that can lower your tax
Economic Times

Capital gains tax framework completely overhauled: Changes that can hurt you, measures that can lower your tax

Featured in Economic Times

30 July 2024

Listing Gains Trump Tax Hike: Get-Rich-Quick Investors Will Continue To Chase IPOs
NDTV Profit

Listing Gains Trump Tax Hike: Get-Rich-Quick Investors Will Continue To Chase IPOs

Featured in NDTV Profit

26 July 2024

Income received by shareholders from share buyback to be taxable: Nirmala Sitharaman
The Telegraph Online

Income received by shareholders from share buyback to be taxable: Nirmala Sitharaman

Featured in The Telegraph Online

24 July 2024

Budget 2024: Tweaks in new tax regime, angel tax abolished, Oppn stages walkout from Lok Sabha over Union Budget – Highlights
Financial Express

Budget 2024: Tweaks in new tax regime, angel tax abolished, Oppn stages walkout from Lok Sabha over Union Budget – Highlights

Featured in Financial Express

24 July 2024

Modi’s government pledges fiscal prudence in India’s post-election budget
CNBC

Modi’s government pledges fiscal prudence in India’s post-election budget

Featured in CNBC

23 July 2024

June CPI inflation may inch up to 5%; how will it impact the Indian stock market? Experts weigh in
MINT

June CPI inflation may inch up to 5%; how will it impact the Indian stock market? Experts weigh in

Featured in MINT

10 July 2024

India's economy poised for strong growth in second half of 2024, market outlook cautious
Economic Times

India's economy poised for strong growth in second half of 2024, market outlook cautious

Featured in Economic Times

05 July 2024

The LP View: Asset allocators lean on direct deals, co-investments to garner better returns
Deal Street Asia

The LP View: Asset allocators lean on direct deals, co-investments to garner better returns

Featured in Deal Street Asia

02 July 2024

Jun2024

Family Offices betting big on unlisted space
moneycontrol

Family Offices betting big on unlisted space

Featured in moneycontrol

27 June 2024

Family Offices tap index, passive funds
moneycontrol

Family Offices tap index, passive funds

Featured in moneycontrol

27 June 2024

Indian Family Business Awards 2023: Nominations Open
moneycontrol

Indian Family Business Awards 2023: Nominations Open

Featured in moneycontrol

21 June 2024

ETMarkets Smart Talk: FMCG & IT stocks provide valuation comfort compared to historical valuations: Vipul Bhowar
Economic Times

ETMarkets Smart Talk: FMCG & IT stocks provide valuation comfort compared to historical valuations: Vipul Bhowar

Featured in Economic Times

19 June 2024

After a brief break in March, the broader stock market is buzzing again
MINT

After a brief break in March, the broader stock market is buzzing again

Featured in MINT

19 June 2024

Women are taking stock
Economic Times

Women are taking stock

Featured in Economic Times

17 June 2024

Why India’s vast LP opportunity remains largely untapped
Private Equity International

Why India’s vast LP opportunity remains largely untapped

Featured in Private Equity International

13 June 2024

Large-caps & Reits: India’s largest investment adviser’s shifts
MINT

Large-caps & Reits: India’s largest investment adviser’s shifts

Featured in MINT

10 June 2024

Sensex crosses 77k mark, then tumbles into the red
MINT

Sensex crosses 77k mark, then tumbles into the red

Featured in MINT

10 June 2024

Navigating Market Uncertainty: Optimism is the only reality
moneycontrol

Navigating Market Uncertainty: Optimism is the only reality

Featured in moneycontrol

07 June 2024

FPIs take out ₹25,586 crore from equities in May on poll jitters, attractive valuations in China
The Hindu

FPIs take out ₹25,586 crore from equities in May on poll jitters, attractive valuations in China

Featured in The Hindu

02 June 2024

May2024

Q4 Results, Lok Sabha elections, global cues among key market triggers this week
MINT

Q4 Results, Lok Sabha elections, global cues among key market triggers this week

Featured in MINT

27 May 2024

How To Remove Human Biases And Build An All-Weather Portfolio
forbes

How To Remove Human Biases And Build An All-Weather Portfolio

Featured in forbes

27 May 2024

FPIs take out Rs 22,000 crore from equities in May amid poll jitters, Chinese mkt outperformance
Financial Express

FPIs take out Rs 22,000 crore from equities in May amid poll jitters, Chinese mkt outperformance

Featured in Financial Express

26 May 2024

Will Nifty hit fresh record high before elections? That depends on these 5 factors
Economic Times

Will Nifty hit fresh record high before elections? That depends on these 5 factors

Featured in Economic Times

19 May 2024

FPIs sell  ₹28,242 crore in Indian equities in May: What's fueling the outflow?
MINT

FPIs sell ₹28,242 crore in Indian equities in May: What's fueling the outflow?

Featured in MINT

18 May 2024

Family offices in India betting big on overseas investments
moneycontrol

Family offices in India betting big on overseas investments

Featured in moneycontrol

16 May 2024

Telcos turn FPI darlings on tariff hopes
MINT

Telcos turn FPI darlings on tariff hopes

Featured in MINT

13 May 2024

The LP View: Weak deal flow in India may impact deployment of committed capital to GPs
Deal Street Asia

The LP View: Weak deal flow in India may impact deployment of committed capital to GPs

Featured in Deal Street Asia

13 May 2024

Daily Voice: Capital goods, auto sectors poised for continued growth after strong Q4FY24 earnings
moneycontrol

Daily Voice: Capital goods, auto sectors poised for continued growth after strong Q4FY24 earnings

Featured in moneycontrol

11 May 2024

ETMarkets Smart Talk: Metal, media and FMCG could turn out to be Dark Horse in FY25: Vipul Bhowar
Economic Times

ETMarkets Smart Talk: Metal, media and FMCG could turn out to be Dark Horse in FY25: Vipul Bhowar

Featured in Economic Times

02 May 2024

Apr2024

ETMarkets Smart Talk: Why gold, oil and equity markets are hitting record highs?
Economic Times

ETMarkets Smart Talk: Why gold, oil and equity markets are hitting record highs?

Featured in Economic Times

16 April 2024

Sensex@75K! How to invest Rs 10 lakh in mutual funds if you are 30-40 years old
Economic Times

Sensex@75K! How to invest Rs 10 lakh in mutual funds if you are 30-40 years old

Featured in Economic Times

16 April 2024

The evolution of Indian manufacturing as an investment theme
MINT

The evolution of Indian manufacturing as an investment theme

Featured in MINT

15 April 2024

Better returns than stock, gold? Rolex, the new asset class for investments that transcends time
Economic Times

Better returns than stock, gold? Rolex, the new asset class for investments that transcends time

Featured in Economic Times

08 April 2024

RBI MPC announcements on April 5: FD investors likely to get more time to book fixed deposits at current high rates
Economic Times

RBI MPC announcements on April 5: FD investors likely to get more time to book fixed deposits at current high rates

Featured in Economic Times

04 April 2024

Mar2024

India's HNW women prefer listed equities over gold
citywire

India's HNW women prefer listed equities over gold

Featured in citywire

26 March 2024

62% HNI women favour listed equities over gold investments: Survey
fortune

62% HNI women favour listed equities over gold investments: Survey

Featured in fortune

22 March 2024

Wealth Beyond Tier-1 Cities: Deciphering the fundamentals that make Bharat's billionaires tick
forbes

Wealth Beyond Tier-1 Cities: Deciphering the fundamentals that make Bharat's billionaires tick

Featured in forbes

22 March 2024

HNI women opting for listed equities over gold, real estate as investments: Women of Wealth report
Business Today

HNI women opting for listed equities over gold, real estate as investments: Women of Wealth report

Featured in Business Today

21 March 2024

Charting the Future: The Drive for Global Expansion and Client Excellence at Indian Wealth Firm Waterfield Advisors
Financial Express

Charting the Future: The Drive for Global Expansion and Client Excellence at Indian Wealth Firm Waterfield Advisors

Featured in Financial Express

19 March 2024

SEBI approves reforms to boost Foreign Portfolio Investor operations, enhance flexibility
Financial Express

SEBI approves reforms to boost Foreign Portfolio Investor operations, enhance flexibility

Featured in Financial Express

18 March 2024

ETMarkets Smart Talk: Be cautious picking stocks in PSU Bank space after multibagger rally: Kedar Kadam
Economic Times

ETMarkets Smart Talk: Be cautious picking stocks in PSU Bank space after multibagger rally: Kedar Kadam

Featured in Economic Times

14 March 2024

Thematic investing gaining a foothold among Asian elite - Professional Wealth Management
Financial Times

Thematic investing gaining a foothold among Asian elite - Professional Wealth Management

Featured in Financial Times

12 March 2024

India to see record FPI inflows in FY24
hindu business line

India to see record FPI inflows in FY24

Featured in hindu business line

11 March 2024

Women's Day: 6 financial aspects that impact women investors
MINT

Women's Day: 6 financial aspects that impact women investors

Featured in MINT

08 March 2024

Feb2024

Impact Investing: The Role of the Family Office
IIC

Impact Investing: The Role of the Family Office

Featured in IIC

29 February 2024

FPIs tap the brakes on equity sell-off
hindu business line

FPIs tap the brakes on equity sell-off

Featured in hindu business line

26 February 2024

ETMarkets Fund Manager Talk: Why is this asset manager cautious on markets and recommends staggered buying?
Economic Times

ETMarkets Fund Manager Talk: Why is this asset manager cautious on markets and recommends staggered buying?

Featured in Economic Times

15 February 2024

Income tax savings season is here. What should debt mutual fund investors do?
Economic Times

Income tax savings season is here. What should debt mutual fund investors do?

Featured in Economic Times

15 February 2024

India’s interim budget reinforces Gift City initiative, say wealth managers
citywire

India’s interim budget reinforces Gift City initiative, say wealth managers

Featured in citywire

05 February 2024

Market turns jittery after FM budget speech; Sensex, Nifty slip in red
fortune

Market turns jittery after FM budget speech; Sensex, Nifty slip in red

Featured in fortune

01 February 2024

Jan2024

Some popular schemes could be expanded in Budget 2024: Kedar Kadam
MINT

Some popular schemes could be expanded in Budget 2024: Kedar Kadam

Featured in MINT

16 January 2024

After a stellar 2023, Indian markets are set to pause until the general elections
CNBC

After a stellar 2023, Indian markets are set to pause until the general elections

Featured in CNBC

15 January 2024

Setup for capital goods companies quite optimistic; may see revival in consumption, says this expert
moneycontrol

Setup for capital goods companies quite optimistic; may see revival in consumption, says this expert

Featured in moneycontrol

14 January 2024

Waterfield Advisors Unveils the 2024 UHNW Event Calendar
Adgully

Waterfield Advisors Unveils the 2024 UHNW Event Calendar

Featured in Adgully

08 January 2024

Brace for correction in 2024; avoid stocks with questionable fundamentals, bet on these themes
moneycontrol

Brace for correction in 2024; avoid stocks with questionable fundamentals, bet on these themes

Featured in moneycontrol

04 January 2024

Dec2023

EMs or DMs: Where will the money flow in 2024?
Business Standard

EMs or DMs: Where will the money flow in 2024?

Featured in Business Standard

27 December 2023

Indian wealth management revolution gathers pace
Financial Times

Indian wealth management revolution gathers pace

Featured in Financial Times

11 December 2023

Listed REITs have failed to sparkle
Economic Times

Listed REITs have failed to sparkle

Featured in Economic Times

08 December 2023

Daily Voice | This investment expert expects RBI to keep a hawkish stance on inflation
moneycontrol

Daily Voice | This investment expert expects RBI to keep a hawkish stance on inflation

Featured in moneycontrol

07 December 2023

ETMarkets Smart Talk: Accumulating quality large-caps on declines should be the mantra for 2024: Kedar Kadam
Economic Times

ETMarkets Smart Talk: Accumulating quality large-caps on declines should be the mantra for 2024: Kedar Kadam

Featured in Economic Times

06 December 2023

Nov2023

BSE Smallcap, Midcap script record highs: Will the outperformance continue?
moneycontrol

BSE Smallcap, Midcap script record highs: Will the outperformance continue?

Featured in moneycontrol

30 November 2023

How do Indian family offices view alternative investments and what’s holding them back?
VC CIRCLE

How do Indian family offices view alternative investments and what’s holding them back?

Featured in VC CIRCLE

28 November 2023

Risk-on environment to help India markets as bonds, US dollar ease from peak
moneycontrol

Risk-on environment to help India markets as bonds, US dollar ease from peak

Featured in moneycontrol

24 November 2023

Waterfield Advisors set to raise $250 million fund-of-funds, eyes global expansion
hindu business line

Waterfield Advisors set to raise $250 million fund-of-funds, eyes global expansion

Featured in hindu business line

15 November 2023

Why are the super-rich moving their money out of India and where
citywire

Why are the super-rich moving their money out of India and where

Featured in citywire

15 November 2023

Kedar Kadam lists out 9 global & domestic factors that are impacting Indian markets
Economic Times

Kedar Kadam lists out 9 global & domestic factors that are impacting Indian markets

Featured in Economic Times

10 November 2023

Oct2023

Fortifying Legacies: The Six Decision-Making Frameworks Used By Family Offices
INC42

Fortifying Legacies: The Six Decision-Making Frameworks Used By Family Offices

Featured in INC42

30 October 2023

This investment expert sees India trade at a significant premium to EM peers but broader market valuations are acceptable
moneycontrol

This investment expert sees India trade at a significant premium to EM peers but broader market valuations are acceptable

Featured in moneycontrol

30 October 2023

Decoding the impact of Israel-Hamas war on global and Indian economy
Economic Times

Decoding the impact of Israel-Hamas war on global and Indian economy

Featured in Economic Times

30 October 2023

P-notes investment continues to swell for the seventh month on robust macros
the indian express

P-notes investment continues to swell for the seventh month on robust macros

Featured in the indian express

26 October 2023

Crude oil deficit to high inflation: How can the Israel-Hamas war impact the Indian economy?
MINT

Crude oil deficit to high inflation: How can the Israel-Hamas war impact the Indian economy?

Featured in MINT

24 October 2023

How the Cricket World Cup could boost India's economy
CNBC

How the Cricket World Cup could boost India's economy

Featured in CNBC

18 October 2023

Indians' global wealth hub relocations could benefit India's economy
Economic Times

Indians' global wealth hub relocations could benefit India's economy

Featured in Economic Times

17 October 2023

Waterfield Advisors launches philanthropic foundation to drive innovative impact strategies
Economic Times

Waterfield Advisors launches philanthropic foundation to drive innovative impact strategies

Featured in Economic Times

16 October 2023

Sectors appealing to Indian and Asian family offices in Middle East
citywire

Sectors appealing to Indian and Asian family offices in Middle East

Featured in citywire

10 October 2023

RBI MPC Meeting Live Updates: Policy rates kept unchanged, maintains GDP, inflation outlook
CNBC

RBI MPC Meeting Live Updates: Policy rates kept unchanged, maintains GDP, inflation outlook

Featured in CNBC

06 October 2023

Bond market going through a rough patch; should equity investors be worried?
MINT

Bond market going through a rough patch; should equity investors be worried?

Featured in MINT

05 October 2023

FPI-heavy stocks bear the brunt of pullout
Economic Times

FPI-heavy stocks bear the brunt of pullout

Featured in Economic Times

04 October 2023

Migration via investment route catching on among rich Indians
Economic Times

Migration via investment route catching on among rich Indians

Featured in Economic Times

02 October 2023

Sep2023

Waterfield Advisors' Soumya Rajan: Margins best on $5m-$10m clients
citywire

Waterfield Advisors' Soumya Rajan: Margins best on $5m-$10m clients

Featured in citywire

22 September 2023

JPMorgan adds India government bonds to EM debt index
Business Today

JPMorgan adds India government bonds to EM debt index

Featured in Business Today

22 September 2023

Foreign funds sell off $800 mn in equities in 4 sessions, despite Nifty rally to record high
moneycontrol

Foreign funds sell off $800 mn in equities in 4 sessions, despite Nifty rally to record high

Featured in moneycontrol

12 September 2023

Sensex falls over 100 points, Nifty slips from all-time high; MMTC, IRB Infra down up to 9%; ITI jumps 12%
Business Today

Sensex falls over 100 points, Nifty slips from all-time high; MMTC, IRB Infra down up to 9%; ITI jumps 12%

Featured in Business Today

12 September 2023

Shattering Glass Ceilings: Augmenting wealth management for women
Financial Express

Shattering Glass Ceilings: Augmenting wealth management for women

Featured in Financial Express

08 September 2023

India's Richest
fortune

India's Richest

Featured in fortune

05 September 2023

In Trusts They Trust
fortune

In Trusts They Trust

Featured in fortune

05 September 2023

Mukesh Ambani, Gautam Adani top the Fortune India Rich List for 2023
Business Standard

Mukesh Ambani, Gautam Adani top the Fortune India Rich List for 2023

Featured in Business Standard

05 September 2023

Economic Rise, Owners' Pride
fortune

Economic Rise, Owners' Pride

Featured in fortune

04 September 2023

Aug2023

IFBA 2022: Piyush Goyal felicitates winners; Dilip Shanghvi delivers emotional acceptance speech
moneycontrol

IFBA 2022: Piyush Goyal felicitates winners; Dilip Shanghvi delivers emotional acceptance speech

Featured in moneycontrol

19 August 2023

IFBA 2022 | Those who have the opportunity to inherit family business are very lucky: Sudarshan Venu of TVS Motor
moneycontrol

IFBA 2022 | Those who have the opportunity to inherit family business are very lucky: Sudarshan Venu of TVS Motor

Featured in moneycontrol

19 August 2023

IFBA 2022: More women taking up leadership positions, says Waterfield Advisors' Soumya Rajan
moneycontrol

IFBA 2022: More women taking up leadership positions, says Waterfield Advisors' Soumya Rajan

Featured in moneycontrol

19 August 2023

Piyush Goyal to felicitate winners of Indian Family Business Awards 2022
moneycontrol

Piyush Goyal to felicitate winners of Indian Family Business Awards 2022

Featured in moneycontrol

18 August 2023

Sophisticated portfolio strategy not enough, execution is where the rubber meets the road
Economic Times

Sophisticated portfolio strategy not enough, execution is where the rubber meets the road

Featured in Economic Times

16 August 2023

ETMarkets Smart Talk- Global macro, FII flows among top 5 factors that will drive markets: Kedar Kadam
Economic Times

ETMarkets Smart Talk- Global macro, FII flows among top 5 factors that will drive markets: Kedar Kadam

Featured in Economic Times

08 August 2023

Aim to be a prominent LP via FoF, Weighing Private Credit: Waterfield's Jhunjhunwala
VC CIRCLE

Aim to be a prominent LP via FoF, Weighing Private Credit: Waterfield's Jhunjhunwala

Featured in VC CIRCLE

07 August 2023

Why did Morgan Stanley upgrade India? Will it mean more foreign inflows?
MINT

Why did Morgan Stanley upgrade India? Will it mean more foreign inflows?

Featured in MINT

03 August 2023

India is said to be an 'oasis' in the desert. Here are some sectors to watch for
CNBC

India is said to be an 'oasis' in the desert. Here are some sectors to watch for

Featured in CNBC

02 August 2023

Jul2023

Sebi allows mutual funds to expand ESG offerings: Should you invest?
Business Standard

Sebi allows mutual funds to expand ESG offerings: Should you invest?

Featured in Business Standard

24 July 2023

Waterfield Advisors aiming for latest fund of funds' first close in a quarter
VC CIRCLE

Waterfield Advisors aiming for latest fund of funds' first close in a quarter

Featured in VC CIRCLE

21 July 2023

Nifty50 nearing 20,000: What should investors do? Experts weigh in
Business Standard

Nifty50 nearing 20,000: What should investors do? Experts weigh in

Featured in Business Standard

21 July 2023

ETMarkets Smart Talk- We expect IT and pharma to do well amid attractive valuations: Kedar Kadam
Economic Times

ETMarkets Smart Talk- We expect IT and pharma to do well amid attractive valuations: Kedar Kadam

Featured in Economic Times

20 July 2023

Twin wins: In a first, sensex tops 65k, BSE mcap Rs 300L cr
The Times of India

Twin wins: In a first, sensex tops 65k, BSE mcap Rs 300L cr

Featured in The Times of India

04 July 2023

Jun2023

Unlocking global diversification: GIFT City’s promise for family offices
MINT

Unlocking global diversification: GIFT City’s promise for family offices

Featured in MINT

29 June 2023

Waterfield Advisors launches Discretionary Investment Services for Indian UHNIs and HNIs
Waterfield

Waterfield Advisors launches Discretionary Investment Services for Indian UHNIs and HNIs

Featured in Waterfield

22 June 2023

Daily Voice | This investment advisor expects divergence in performance between large & mid-tier IT firms
moneycontrol

Daily Voice | This investment advisor expects divergence in performance between large & mid-tier IT firms

Featured in moneycontrol

15 June 2023

Confused cop! Will conflicting signals from Jerome Powell stop Nifty from hitting record high?
Economic Times

Confused cop! Will conflicting signals from Jerome Powell stop Nifty from hitting record high?

Featured in Economic Times

15 June 2023

Waterfield Advisors’ Correa on ESG investing in India
Bloomberg

Waterfield Advisors’ Correa on ESG investing in India

Featured in Bloomberg

13 June 2023

Waterfield Advisors targets raising $250 mn for second fund of funds
Financial Express

Waterfield Advisors targets raising $250 mn for second fund of funds

Featured in Financial Express

09 June 2023

MPC upholding flexibility amid unstable global macroeconomic condition
moneycontrol

MPC upholding flexibility amid unstable global macroeconomic condition

Featured in moneycontrol

09 June 2023

Firms say easing inflation could spur demand
Financial Express

Firms say easing inflation could spur demand

Featured in Financial Express

09 June 2023

Navigating financial aspects post-divorce: How to engage with a wealth advisor
MINT

Navigating financial aspects post-divorce: How to engage with a wealth advisor

Featured in MINT

08 June 2023

May2023

ETMarkets Smart Talk: We believe FY24 to be a stock picker’s market: Kedar Kadam
Economic Times

ETMarkets Smart Talk: We believe FY24 to be a stock picker’s market: Kedar Kadam

Featured in Economic Times

29 May 2023

Daily Voice | Scope of early interest rate cut by RBI low: Azeem Ahmad of Waterfield Advisors
moneycontrol

Daily Voice | Scope of early interest rate cut by RBI low: Azeem Ahmad of Waterfield Advisors

Featured in moneycontrol

19 May 2023

FPIs bullish on Indian market since March; can the momentum sustain?
MINT

FPIs bullish on Indian market since March; can the momentum sustain?

Featured in MINT

12 May 2023

LP commitments to Indian PE, VC, Hedge Funds cross $100 Bn milestone
VC CIRCLE

LP commitments to Indian PE, VC, Hedge Funds cross $100 Bn milestone

Featured in VC CIRCLE

11 May 2023

Apr2023

ETMarkets Smart Talk: Accumulate stocks in a staggered manner for next 3-4 years: Kedar Kadam
Economic Times

ETMarkets Smart Talk: Accumulate stocks in a staggered manner for next 3-4 years: Kedar Kadam

Featured in Economic Times

19 April 2023

Mar2023

This World Water Day, a call for philanthropists to protect our water bodies
MINT

This World Water Day, a call for philanthropists to protect our water bodies

Featured in MINT

22 March 2023

Women on the rise at Indian wealth management firms
Financial Express

Women on the rise at Indian wealth management firms

Featured in Financial Express

08 March 2023

Waterfield Advisors launches Heritage, a wealth advisory platform designed exclusively for women
Waterfield

Waterfield Advisors launches Heritage, a wealth advisory platform designed exclusively for women

Featured in Waterfield

08 March 2023

Waterfield Advisors launches wealth advisory platform for women, calls it 'Heritage'
Economic Times

Waterfield Advisors launches wealth advisory platform for women, calls it 'Heritage'

Featured in Economic Times

08 March 2023

Waterfield Advisors launches new wealth advisory platform for women
MINT

Waterfield Advisors launches new wealth advisory platform for women

Featured in MINT

08 March 2023

ETMarkets Smart Talk: We believe 2023 will be a year of accumulation for equities: Kunal Valia
Economic Times

ETMarkets Smart Talk: We believe 2023 will be a year of accumulation for equities: Kunal Valia

Featured in Economic Times

01 March 2023

Feb2023

Investments in Indian cleantech space have been subdued, say experts
Business Today

Investments in Indian cleantech space have been subdued, say experts

Featured in Business Today

21 February 2023

Why Adani Crisis Is Just What India Needed
forbes

Why Adani Crisis Is Just What India Needed

Featured in forbes

17 February 2023

Celebrating the pioneering entrepreneurial spirit of family businesses
moneycontrol

Celebrating the pioneering entrepreneurial spirit of family businesses

Featured in moneycontrol

16 February 2023

Invest bulk of debt portfolio in funds that have 2-5-year average maturity
Business Standard

Invest bulk of debt portfolio in funds that have 2-5-year average maturity

Featured in Business Standard

14 February 2023

Moneycontrol PRO & Waterfield Advisors set to host the 2nd edition of the Indian Family Business Awards 2022
Waterfield

Moneycontrol PRO & Waterfield Advisors set to host the 2nd edition of the Indian Family Business Awards 2022

Featured in Waterfield

13 February 2023

How Sebi is all set to make AIFs more investor-friendly
MINT

How Sebi is all set to make AIFs more investor-friendly

Featured in MINT

10 February 2023

Divestment target little too high amid macro challenges and uncertainties, says this investment strategist
moneycontrol

Divestment target little too high amid macro challenges and uncertainties, says this investment strategist

Featured in moneycontrol

08 February 2023

RBI raises repo by 25 bps: Check buy & sell ideas for 10 rate-sensitive stocks
moneycontrol

RBI raises repo by 25 bps: Check buy & sell ideas for 10 rate-sensitive stocks

Featured in moneycontrol

08 February 2023

Budget blow to HNIs claiming huge deductions for expensive houses
Business India

Budget blow to HNIs claiming huge deductions for expensive houses

Featured in Business India

01 February 2023

Sensex, Nifty rally: 5 reasons why investors are cheering Union Budget 2023 announcements
Business Today

Sensex, Nifty rally: 5 reasons why investors are cheering Union Budget 2023 announcements

Featured in Business Today

01 February 2023

Jan2023

What makes Singapore the best place to set up a family office
Economic Times

What makes Singapore the best place to set up a family office

Featured in Economic Times

29 January 2023

ETMarkets Smart Talk: Kedar Kadam list out 3 things that investors should track from FM speech on 1st February
Economic Times

ETMarkets Smart Talk: Kedar Kadam list out 3 things that investors should track from FM speech on 1st February

Featured in Economic Times

24 January 2023

With start-up valuations hitting realistic levels and with no fear of missing out, venture capitalists are sitting on massive dry powder and are in no rush to invest
Business Today

With start-up valuations hitting realistic levels and with no fear of missing out, venture capitalists are sitting on massive dry powder and are in no rush to invest

Featured in Business Today

19 January 2023

Public capex, infra, rural spending to dominate Budget 2023, says this CIO
moneycontrol

Public capex, infra, rural spending to dominate Budget 2023, says this CIO

Featured in moneycontrol

18 January 2023

Investing in the Digitized Future: 3 Megatrends to watch out for!
Economic Times

Investing in the Digitized Future: 3 Megatrends to watch out for!

Featured in Economic Times

15 January 2023

Index fund assets more than double in a year
Economic Times

Index fund assets more than double in a year

Featured in Economic Times

09 January 2023

Dec2022

2023: A new year, a new regime with trifecta of central bank pause, profit recession & rate cuts
Economic Times

2023: A new year, a new regime with trifecta of central bank pause, profit recession & rate cuts

Featured in Economic Times

23 December 2022

Subodh Kaistha joins Waterfield Advisors as Managing Director
Waterfield

Subodh Kaistha joins Waterfield Advisors as Managing Director

Featured in Waterfield

20 December 2022

Large family offices should focus on alternative asset classes like private market exposure
Economic Times

Large family offices should focus on alternative asset classes like private market exposure

Featured in Economic Times

15 December 2022

Waterfield Advisors announces final close of its Fund of Funds
Waterfield

Waterfield Advisors announces final close of its Fund of Funds

Featured in Waterfield

07 December 2022

Waterfield Advisors’ FoF gets ₹540 cr
MINT

Waterfield Advisors’ FoF gets ₹540 cr

Featured in MINT

07 December 2022

ETMarkets Smart Talk: Cement, Construction & Infra, Speciality Chemicals among top sectors to bet on in 2023: Kedar Kadam
Economic Times

ETMarkets Smart Talk: Cement, Construction & Infra, Speciality Chemicals among top sectors to bet on in 2023: Kedar Kadam

Featured in Economic Times

06 December 2022

Waterfield advertises on Singapore Airlines
Waterfield

Waterfield advertises on Singapore Airlines

Featured in Waterfield

02 December 2022

Waterfield Advisors ties up with Singapore Airlines for strategic ad placement
Economic Times

Waterfield Advisors ties up with Singapore Airlines for strategic ad placement

Featured in Economic Times

02 December 2022

Nov2022

Global central banks' search for immaculate disinflation turns longer
Economic Times

Global central banks' search for immaculate disinflation turns longer

Featured in Economic Times

10 November 2022

Oct2022

Daily Voice | US dollar seems to be at peak now, but any deep correction in greenback unlikely till 2023, says Kunal Valia of Waterfield Advisors
moneycontrol

Daily Voice | US dollar seems to be at peak now, but any deep correction in greenback unlikely till 2023, says Kunal Valia of Waterfield Advisors

Featured in moneycontrol

29 October 2022

It’s important to have globally-diversified portfolios: Sadaf Behbahany
Financial Express

It’s important to have globally-diversified portfolios: Sadaf Behbahany

Featured in Financial Express

14 October 2022

Don't let exposure to mid and small-cap funds exceed 30%: Experts
Business Standard

Don't let exposure to mid and small-cap funds exceed 30%: Experts

Featured in Business Standard

12 October 2022

India may do relatively well, but the decoupling idea seems farfetched, says Kunal Valia of Waterfield Advisors
MINT

India may do relatively well, but the decoupling idea seems farfetched, says Kunal Valia of Waterfield Advisors

Featured in MINT

11 October 2022

Sep2022

Kunal Valia highlights 6 factors working for India compared to global peers
Economic Times

Kunal Valia highlights 6 factors working for India compared to global peers

Featured in Economic Times

21 September 2022

ESG 2.0 - We don't know enough about ESG: Waterfield Advisors CEO on India
asian private banker

ESG 2.0 - We don't know enough about ESG: Waterfield Advisors CEO on India

Featured in asian private banker

20 September 2022

Below the Line
hindu business line

Below the Line

Featured in hindu business line

11 September 2022

Why Smart Beta Funds could be the next frontier to get alpha
Economic Times

Why Smart Beta Funds could be the next frontier to get alpha

Featured in Economic Times

11 September 2022

Fortune India-Waterfield Rich List 2022: 142 billionaires worth $832 billion
Business Standard

Fortune India-Waterfield Rich List 2022: 142 billionaires worth $832 billion

Featured in Business Standard

09 September 2022

New-gen is more adventurous with riskier investment
Business Today

New-gen is more adventurous with riskier investment

Featured in Business Today

06 September 2022

Unplanned succession may lead to multiple issues in family & business: Vishal Yeole, Waterfield Advisors
Financial Express

Unplanned succession may lead to multiple issues in family & business: Vishal Yeole, Waterfield Advisors

Featured in Financial Express

04 September 2022

Wanted: Business leaders with soft skills like empathy in post-Covid workplace
Economic Times

Wanted: Business leaders with soft skills like empathy in post-Covid workplace

Featured in Economic Times

04 September 2022

Waterfield advertises on Emirates Airline to give wings to its global ambitions
Waterfield

Waterfield advertises on Emirates Airline to give wings to its global ambitions

Featured in Waterfield

01 September 2022

Aug2022

Fastest Rebound Since 2003 Invites Skepticism for Indian Stocks
Bloomberg

Fastest Rebound Since 2003 Invites Skepticism for Indian Stocks

Featured in Bloomberg

22 August 2022

STOCK MARKET HIGHLIGHTS: Nifty50 in overbought zone, but there are no signs of weakness
Economic Times

STOCK MARKET HIGHLIGHTS: Nifty50 in overbought zone, but there are no signs of weakness

Featured in Economic Times

17 August 2022

Daily Voice | This investment strategy chief believes equities to stay rangebound till hope of Fed pivot turns real
moneycontrol

Daily Voice | This investment strategy chief believes equities to stay rangebound till hope of Fed pivot turns real

Featured in moneycontrol

15 August 2022

India at 75: Family businesses that reform, rethink and reinvent, rule
Financial Express

India at 75: Family businesses that reform, rethink and reinvent, rule

Featured in Financial Express

10 August 2022

Where Do Millionaires Invest? Waterfield Advisors On How The Wealthy Minimise Risks
BQ Prime

Where Do Millionaires Invest? Waterfield Advisors On How The Wealthy Minimise Risks

Featured in BQ Prime

10 August 2022

Indian Wealth Management Leader Soumya Rajan on Aligning the Offering to Private Client Diversification and Globalisation
Financial Express

Indian Wealth Management Leader Soumya Rajan on Aligning the Offering to Private Client Diversification and Globalisation

Featured in Financial Express

04 August 2022

Jul2022

Daily Voice | Kunal Valia of Waterfield Advisors sees another round of correction as these 4 factors impact market sentiment
moneycontrol

Daily Voice | Kunal Valia of Waterfield Advisors sees another round of correction as these 4 factors impact market sentiment

Featured in moneycontrol

15 July 2022

Jun2022

Focus on asset allocation in second half of 2022; inflation data to drive markets: Kunal Valia
Economic Times

Focus on asset allocation in second half of 2022; inflation data to drive markets: Kunal Valia

Featured in Economic Times

24 June 2022

Emerging trends in Financial Services & FinTech: Artificial Intelligence, Machine Learning to define future
Financial Express

Emerging trends in Financial Services & FinTech: Artificial Intelligence, Machine Learning to define future

Featured in Financial Express

17 June 2022

Will 75 bps US Fed rate hike trigger another market selloff?
Business Standard

Will 75 bps US Fed rate hike trigger another market selloff?

Featured in Business Standard

15 June 2022

Will good monsoons enable RBI go slow on rate hikes this year?
Business Standard

Will good monsoons enable RBI go slow on rate hikes this year?

Featured in Business Standard

09 June 2022

How Waterfield Advisors founder invests her money
MINT

How Waterfield Advisors founder invests her money

Featured in MINT

08 June 2022

Closing Bell: Indices extend losses, Sensex ends 0.39 percent lower at 54,892.49, Nifty at 16,356.25
moneycontrol

Closing Bell: Indices extend losses, Sensex ends 0.39 percent lower at 54,892.49, Nifty at 16,356.25

Featured in moneycontrol

08 June 2022

RBI repo rate hike impact: How it affects homebuyers, real estate sector in general
Zee Business

RBI repo rate hike impact: How it affects homebuyers, real estate sector in general

Featured in Zee Business

08 June 2022

Market roundup: Equities, rupee wobble as RBI hikes key rate, shuns accommodative stance
ET Now

Market roundup: Equities, rupee wobble as RBI hikes key rate, shuns accommodative stance

Featured in ET Now

08 June 2022

May2022

FPIs remain net sellers for eighth consecutive month; pull out close to ₹40,000 crore in May
hindu business line

FPIs remain net sellers for eighth consecutive month; pull out close to ₹40,000 crore in May

Featured in hindu business line

31 May 2022

Invest in these three theme while putting your money overseas
Economic Times

Invest in these three theme while putting your money overseas

Featured in Economic Times

20 May 2022

Indian multi-family office to upsize next FoF as it targets international LPs
Waterfield

Indian multi-family office to upsize next FoF as it targets international LPs

Featured in Waterfield

16 May 2022

Gennext at family offices not afraid of riskier assets
Economic Times

Gennext at family offices not afraid of riskier assets

Featured in Economic Times

15 May 2022

Waterfield Advisors on how they approach impact investing
Andsimple

Waterfield Advisors on how they approach impact investing

Featured in Andsimple

13 May 2022

Have a high-risk appetite? Just hold on to IT funds
Business Standard

Have a high-risk appetite? Just hold on to IT funds

Featured in Business Standard

11 May 2022

Apr2022

Moneycontrol PRO & Waterfield Advisors set to unveil the first edition of The Indian Family Business Awards
moneycontrol

Moneycontrol PRO & Waterfield Advisors set to unveil the first edition of The Indian Family Business Awards

Featured in moneycontrol

27 April 2022

Waterfield Advisors and Network18's Indian Family Business Awards recognise excellence in family business
moneycontrol

Waterfield Advisors and Network18's Indian Family Business Awards recognise excellence in family business

Featured in moneycontrol

26 April 2022

Have 20-25% exposure to BFSI stocks in portfolio but be cautious about investing in power sector
moneycontrol

Have 20-25% exposure to BFSI stocks in portfolio but be cautious about investing in power sector

Featured in moneycontrol

19 April 2022

Investing in credit funds based on past returns would be foolhardy
moneycontrol

Investing in credit funds based on past returns would be foolhardy

Featured in moneycontrol

13 April 2022

FPIs logged out of Indian IT in FY22
hindu business line

FPIs logged out of Indian IT in FY22

Featured in hindu business line

11 April 2022

Mutual fund investors should use Nifty Equal Weight, diversify rebound bet
Economic Times

Mutual fund investors should use Nifty Equal Weight, diversify rebound bet

Featured in Economic Times

07 April 2022

Mar2022

The rise of 'sophisticated' investors
forbes

The rise of 'sophisticated' investors

Featured in forbes

29 March 2022

Equity allocation by FIIs would resume once outlook on rate stabilises, says Nimish Shah of Waterfield Advisors
moneycontrol

Equity allocation by FIIs would resume once outlook on rate stabilises, says Nimish Shah of Waterfield Advisors

Featured in moneycontrol

07 March 2022

Feb2022

Nifty 100 Index Fund's the Low-cost Route to Bet  on India's Stars
Economic Times

Nifty 100 Index Fund's the Low-cost Route to Bet on India's Stars

Featured in Economic Times

16 February 2022

Impact Investing: An underrated investment opportunity for family offices and high-net-worth individuals
forbes

Impact Investing: An underrated investment opportunity for family offices and high-net-worth individuals

Featured in forbes

10 February 2022

More Than Just An Angel
fortune

More Than Just An Angel

Featured in fortune

09 February 2022

Waterfield Advisors raises US $6 Million in Series-B funding
Waterfield

Waterfield Advisors raises US $6 Million in Series-B funding

Featured in Waterfield

03 February 2022

Dec2021

Don’t expect big bang measures in Budget 2022, no scope to lower taxes: Nimish Shah of Waterfield Advisors
moneycontrol

Don’t expect big bang measures in Budget 2022, no scope to lower taxes: Nimish Shah of Waterfield Advisors

Featured in moneycontrol

15 December 2021

Waterfield Advisors and Moneycontrol Pro give Indian family business some much-deserved recognition
moneycontrol

Waterfield Advisors and Moneycontrol Pro give Indian family business some much-deserved recognition

Featured in moneycontrol

14 December 2021

Nov2021

Soumya Rajan: The financial advisor of the rich
forbes

Soumya Rajan: The financial advisor of the rich

Featured in forbes

22 November 2021

Moneycontrol PRO and Waterfield Advisors join forces to launch the inaugural edition of The Indian Family Business Awards
moneycontrol

Moneycontrol PRO and Waterfield Advisors join forces to launch the inaugural edition of The Indian Family Business Awards

Featured in moneycontrol

18 November 2021

Earnings upgrade cycle halts, but only temporarily
Economic Times

Earnings upgrade cycle halts, but only temporarily

Featured in Economic Times

15 November 2021

Waterfield Advisors' Rajan On Sustainable Finance
Bloomberg

Waterfield Advisors' Rajan On Sustainable Finance

Featured in Bloomberg

08 November 2021

Sep2021

Nimish Shah of Waterfield Advisors suggests creating core portfolio of good quality auto ancillary stocks post PLI scheme.
moneycontrol

Nimish Shah of Waterfield Advisors suggests creating core portfolio of good quality auto ancillary stocks post PLI scheme.

Featured in moneycontrol

22 September 2021

A beginner's guide to NCD investing
hindu business line

A beginner's guide to NCD investing

Featured in hindu business line

13 September 2021

Alpha an uphill struggle, MFs lay out passive, factor menu
Economic Times

Alpha an uphill struggle, MFs lay out passive, factor menu

Featured in Economic Times

03 September 2021

Aug2021

Expect 10-20% correction after stellar run of last one year: Nimish Shah of Waterfield Advisors
moneycontrol

Expect 10-20% correction after stellar run of last one year: Nimish Shah of Waterfield Advisors

Featured in moneycontrol

24 August 2021

Nimish Shah on Closing Cues - ET Now
Vimeo

Nimish Shah on Closing Cues - ET Now

Featured in Vimeo

18 August 2021

Doing the Math: Soumya Rajan
Waterfield

Doing the Math: Soumya Rajan

Featured in Waterfield

18 August 2021

Better to invest in largecap IT, pharma now: Nimish Shah
Economic Times

Better to invest in largecap IT, pharma now: Nimish Shah

Featured in Economic Times

18 August 2021

Fad or Fact: ESG must be at the core of your investments
CNBC

Fad or Fact: ESG must be at the core of your investments

Featured in CNBC

12 August 2021

Jul2021

The Free Radical
WinPe

The Free Radical

Featured in WinPe

30 July 2021

Quest to maximise returns is fuelling factor investing
Economic Times

Quest to maximise returns is fuelling factor investing

Featured in Economic Times

26 July 2021

Missed the Zomato IPO? Here are other ways to invest in startups
moneycontrol

Missed the Zomato IPO? Here are other ways to invest in startups

Featured in moneycontrol

20 July 2021

Choose boring, but good quality businesses over the noise-making momentum stocks: Nimish Shah of Waterfield Advisors
moneycontrol

Choose boring, but good quality businesses over the noise-making momentum stocks: Nimish Shah of Waterfield Advisors

Featured in moneycontrol

06 July 2021

Jun2021

AIFs mobilized commitments worth Rs 28,228 cr in covid India
MINT

AIFs mobilized commitments worth Rs 28,228 cr in covid India

Featured in MINT

30 June 2021

Waterfield Advisors announces the first close of its Rs 500 Cr Fund of Funds
Waterfield

Waterfield Advisors announces the first close of its Rs 500 Cr Fund of Funds

Featured in Waterfield

10 June 2021

What should an ideal portfolio look like for a Ultra-High Net Worth Family?
Youtube

What should an ideal portfolio look like for a Ultra-High Net Worth Family?

Featured in Youtube

02 June 2021

May2021

ESG Funds: Long road ahead for sustainable change in Indian businesses
forbes

ESG Funds: Long road ahead for sustainable change in Indian businesses

Featured in forbes

27 May 2021

As mortality grips lives, more people are now willing to make a will
Economic Times

As mortality grips lives, more people are now willing to make a will

Featured in Economic Times

19 May 2021

Apr2021

Trend of more upgrades than downgrades likely to continue after Q4 earnings, says Nimish Shah of Waterfield Advisors
moneycontrol

Trend of more upgrades than downgrades likely to continue after Q4 earnings, says Nimish Shah of Waterfield Advisors

Featured in moneycontrol

14 April 2021

Fund-of-fund AIFs gain traction, at least three players launch such schemes
Business Standard

Fund-of-fund AIFs gain traction, at least three players launch such schemes

Featured in Business Standard

10 April 2021

Mar2021

Sebi’s ‘Accredited Investors’ note reaction: Networth not a surrogate for financial acumen
Financial Express

Sebi’s ‘Accredited Investors’ note reaction: Networth not a surrogate for financial acumen

Featured in Financial Express

18 March 2021

Feb2021

Waterfield to raise $100Mn from family offices to back Indian PE/VC Funds
MINT

Waterfield to raise $100Mn from family offices to back Indian PE/VC Funds

Featured in MINT

26 February 2021

Waterfield Advisors becomes signatory of UN- supported principles for responsible investment
OUTLOOK

Waterfield Advisors becomes signatory of UN- supported principles for responsible investment

Featured in OUTLOOK

17 February 2021

Family offices up allocation for startups post Covid
The Times of India

Family offices up allocation for startups post Covid

Featured in The Times of India

08 February 2021

Will RBI move increase retail participation in G-Sec market?
Financial Express

Will RBI move increase retail participation in G-Sec market?

Featured in Financial Express

06 February 2021

Inflation, growth projections from RBI could be an indication of end of the rate cut cycle: Experts
moneycontrol

Inflation, growth projections from RBI could be an indication of end of the rate cut cycle: Experts

Featured in moneycontrol

05 February 2021

RBI Nudges Retail Investment In Government Bonds With Direct Access
BloombergQuint

RBI Nudges Retail Investment In Government Bonds With Direct Access

Featured in BloombergQuint

05 February 2021

Jan2021

Politically-sensitive reforms, like on land and labour, unlikely in Budget 2021: Nimish Shah of Waterfield Advisors
moneycontrol

Politically-sensitive reforms, like on land and labour, unlikely in Budget 2021: Nimish Shah of Waterfield Advisors

Featured in moneycontrol

23 January 2021

These 6 sectors are a must in young investors' portfolio, says Nimish Shah of Waterfield Advisors
moneycontrol

These 6 sectors are a must in young investors' portfolio, says Nimish Shah of Waterfield Advisors

Featured in moneycontrol

06 January 2021

Nov2020

10 Tips For Starting A Leading Multi-Family Office In 2021
forbes

10 Tips For Starting A Leading Multi-Family Office In 2021

Featured in forbes

11 November 2020

Oct2020

Soumya Rajan, India’s private banking free radical
AISAMONEY

Soumya Rajan, India’s private banking free radical

Featured in AISAMONEY

30 October 2020

Soumya Rajan, Managing 70 family offices & building India's largest independent wealth advisory firm
yourstory

Soumya Rajan, Managing 70 family offices & building India's largest independent wealth advisory firm

Featured in yourstory

20 October 2020

Sep2020

Managing family businesses during Covid-19
fortune

Managing family businesses during Covid-19

Featured in fortune

23 September 2020

Reading the Tea Leaves Surrounding the Personal Asset Allocations of India’s Super Rich
the wire

Reading the Tea Leaves Surrounding the Personal Asset Allocations of India’s Super Rich

Featured in the wire

16 September 2020

Aug2020

Reading the Tea Leaves Surrounding the Personal Asset Allocations of India’s Super Rich
the wire

Reading the Tea Leaves Surrounding the Personal Asset Allocations of India’s Super Rich

Featured in the wire

11 August 2020

Jul2020

Reading the Tea Leaves Surrounding the Personal Asset Allocations of India’s Super Rich
the wire

Reading the Tea Leaves Surrounding the Personal Asset Allocations of India’s Super Rich

Featured in the wire

31 July 2020

Family offices seek out foreign partners as HNIs look to invest outside India
MINT

Family offices seek out foreign partners as HNIs look to invest outside India

Featured in MINT

30 July 2020

Jun2020

What Lies Ahead for the Indian Wealth Management Industry?
MINT

What Lies Ahead for the Indian Wealth Management Industry?

Featured in MINT

30 June 2020

How the super rich invested during the covid-19 pandemic
MINT

How the super rich invested during the covid-19 pandemic

Featured in MINT

29 June 2020

This woman entrepreneur’s wealth advisory firm handles $3.5B financial assets of over 70 Indian business families
Her Story

This woman entrepreneur’s wealth advisory firm handles $3.5B financial assets of over 70 Indian business families

Featured in Her Story

26 June 2020

5 Power Couples on Being Stronger Together
Entreprenur

5 Power Couples on Being Stronger Together

Featured in Entreprenur

16 June 2020

May2020

India's Waterfield to capture domestic capital FoF structure and develop offshore capabilities
asian private banker

India's Waterfield to capture domestic capital FoF structure and develop offshore capabilities

Featured in asian private banker

28 May 2020

Waterfield Advisors open fifth office at Kochi
Economic Times

Waterfield Advisors open fifth office at Kochi

Featured in Economic Times

05 May 2020

Jan2020

Better Capital Gains Tax Treatment Encouraged Greater Participation For Financial Assets: Soumya Rajan, Founder & CEO Of Waterfield Advisors
Business World

Better Capital Gains Tax Treatment Encouraged Greater Participation For Financial Assets: Soumya Rajan, Founder & CEO Of Waterfield Advisors

Featured in Business World

25 January 2020

Dec2019

Concentration risk does not reduce as the fund size gets larger: Waterfield study
VC CIRCLE

Concentration risk does not reduce as the fund size gets larger: Waterfield study

Featured in VC CIRCLE

27 December 2019

Zephyr, TVS Cap, Dalmia lead $6 million funding in Waterfield
Economic Times

Zephyr, TVS Cap, Dalmia lead $6 million funding in Waterfield

Featured in Economic Times

19 December 2019

Bharat Bond ETF: 10 things to know about India’s first corporate bond ETF
MINT

Bharat Bond ETF: 10 things to know about India’s first corporate bond ETF

Featured in MINT

18 December 2019

Waterfield in $6 million Fund Raise
Waterfield

Waterfield in $6 million Fund Raise

Featured in Waterfield

07 December 2019

Nov2019

Fintechs crucial in enabling financial inclusion and independence
moneycontrol

Fintechs crucial in enabling financial inclusion and independence

Featured in moneycontrol

28 November 2019

Oct2019

SEBI imposes structure, facilitates streamlining in India’s PMS industry: Waterfield Advisors
asian private banker

SEBI imposes structure, facilitates streamlining in India’s PMS industry: Waterfield Advisors

Featured in asian private banker

30 October 2019

Modern Dynasties
citywire

Modern Dynasties

Featured in citywire

30 October 2019

Aug2019

Family offices tie up to make direct PE, VC investments
MINT

Family offices tie up to make direct PE, VC investments

Featured in MINT

26 August 2019

Jul2019

Waterfield Advisors ranks amongst ‘Leading Wealth Managers in India’ by in the Chambers and Partners High Net Worth Guide 2019, ranking world’s leading private wealth advisors’
Chambers Patners

Waterfield Advisors ranks amongst ‘Leading Wealth Managers in India’ by in the Chambers and Partners High Net Worth Guide 2019, ranking world’s leading private wealth advisors’

Featured in Chambers Patners

29 July 2019

Waterfield to launch development impact bond
Economic Times

Waterfield to launch development impact bond

Featured in Economic Times

29 July 2019

Inheritance rights of women: How to protect them and how succession laws vary
Economic Times

Inheritance rights of women: How to protect them and how succession laws vary

Featured in Economic Times

29 July 2019

Waterfield Advisors to launch $15-million development bond soon for farm sector
Business World

Waterfield Advisors to launch $15-million development bond soon for farm sector

Featured in Business World

28 July 2019

Multi-family office Waterfield hires Citi banker as managing director
VC CIRCLE

Multi-family office Waterfield hires Citi banker as managing director

Featured in VC CIRCLE

02 July 2019

Nov2018

The Economic Times Family Business Summit
Economic Times

The Economic Times Family Business Summit

Featured in Economic Times

26 November 2018

Jul2018

Waterfield Advisors forges ahead with advisory-only model
asian private banker

Waterfield Advisors forges ahead with advisory-only model

Featured in asian private banker

11 July 2018

Wealth managers flourish as HNIs rush for investment advice: 5 Indian firms among only 7 in $10 billion club
Financial Express

Wealth managers flourish as HNIs rush for investment advice: 5 Indian firms among only 7 in $10 billion club

Featured in Financial Express

06 July 2018

Jun2018

Business Beyond Wealth
Business World

Business Beyond Wealth

Featured in Business World

17 June 2018

Apr2018

Wealth Briefing Asia Awards 2018
Wealth Briefing Asia

Wealth Briefing Asia Awards 2018

Featured in Wealth Briefing Asia

27 April 2018

Mar2018

ET Family Business Awards – A Night of Celebration and Learning
Economic Times

ET Family Business Awards – A Night of Celebration and Learning

Featured in Economic Times

30 March 2018

Jan2018

Seek out good leaders to teach you the right things: Waterfield Advisors
Economic Times

Seek out good leaders to teach you the right things: Waterfield Advisors

Featured in Economic Times

30 January 2018

Dec2017

ET Family Business Awards – Jury
Economic Times

ET Family Business Awards – Jury

Featured in Economic Times

22 December 2017

Oct2017

Here’s how India’s wealthiest families are seeking to stay wealthy
CNBC

Here’s how India’s wealthiest families are seeking to stay wealthy

Featured in CNBC

18 October 2017

Governance First
Economic Times

Governance First

Featured in Economic Times

12 October 2017

Sep2017

New investment ideas from the next generation
MINT

New investment ideas from the next generation

Featured in MINT

15 September 2017

Weak India GDP growth flashes warning sign to investors
ASIAN INVESTOR

Weak India GDP growth flashes warning sign to investors

Featured in ASIAN INVESTOR

11 September 2017

Aug2017

Weak India GDP growth flashes warning sign to investors
MINT

Weak India GDP growth flashes warning sign to investors

Featured in MINT

30 August 2017

How India's Ultra-rich Intend to Turn Their Passion for Art into Investment
Entreprenur

How India's Ultra-rich Intend to Turn Their Passion for Art into Investment

Featured in Entreprenur

03 August 2017

Jun2017

Super rich families raising exposure to alternative investments: Munish Randev
moneycontrol

Super rich families raising exposure to alternative investments: Munish Randev

Featured in moneycontrol

06 June 2017

Where to invest? Super rich betting on equities, staying away from real estate
CNBC

Where to invest? Super rich betting on equities, staying away from real estate

Featured in CNBC

02 June 2017

May2017

Waterfield Advisors supports multiple families to manage their wealth
Business India

Waterfield Advisors supports multiple families to manage their wealth

Featured in Business India

30 May 2017

The Ultimate Finance Boutique by Soumya Rajan
Business World

The Ultimate Finance Boutique by Soumya Rajan

Featured in Business World

19 May 2017

Mar2017

‘Skeptics had written us off, today we advise 10,000 crore AUA’
morning star

‘Skeptics had written us off, today we advise 10,000 crore AUA’

Featured in morning star

07 March 2017

Nov2016

Many heirs to a fortune? Plan in advance
MINT

Many heirs to a fortune? Plan in advance

Featured in MINT

05 November 2016

Aug2016

Dividing up an empire could need professional assistance
The Times of India

Dividing up an empire could need professional assistance

Featured in The Times of India

02 August 2016

Jul2016

Entrepreneurship gives women a lot more flexibility
the indian express

Entrepreneurship gives women a lot more flexibility

Featured in the indian express

18 July 2016

Bond PMS plans entice investors as stock valuations soar
Economic Times

Bond PMS plans entice investors as stock valuations soar

Featured in Economic Times

07 July 2016

Waterfield Advisors aims for $5 billion in assets under advisory by 2019
Business World

Waterfield Advisors aims for $5 billion in assets under advisory by 2019

Featured in Business World

06 July 2016

I look at family offices as patient capital
hindu business line

I look at family offices as patient capital

Featured in hindu business line

04 July 2016

Jun2016

Waterfield Advisors crosses US$1bn assets under advisory
indian infoline

Waterfield Advisors crosses US$1bn assets under advisory

Featured in indian infoline

28 June 2016

Waterfield Advisors to reach $2 billion AUM by FY 2017
Deccan Herald

Waterfield Advisors to reach $2 billion AUM by FY 2017

Featured in Deccan Herald

28 June 2016

Apr2016

Why advisers need to keep Indian clients’ tax affairs simple
Financial Express

Why advisers need to keep Indian clients’ tax affairs simple

Featured in Financial Express

18 April 2016

Feb2016

Family offices, HNIs trim exposure to realty assets
Economic Times

Family offices, HNIs trim exposure to realty assets

Featured in Economic Times

20 February 2016

Apr2015

Burman Family Office to ramp up pace of investing; will look to spend Rs 250-300 cr in FY 2015-16
Economic Times

Burman Family Office to ramp up pace of investing; will look to spend Rs 250-300 cr in FY 2015-16

Featured in Economic Times

02 April 2015

Jun2014

How family office kept Patni brothers Arihant & Amit together
Economic Times

How family office kept Patni brothers Arihant & Amit together

Featured in Economic Times

19 June 2014

Does your family need a CFO?
hindu business line

Does your family need a CFO?

Featured in hindu business line

08 June 2014

Apr2014

Boom in family offices for small, medium businesses
hindu business line

Boom in family offices for small, medium businesses

Featured in hindu business line

19 April 2014

Meet Soumya Rajan who quit Standard Chartered Bank job to start Waterfield Advisors
Economic Times

Meet Soumya Rajan who quit Standard Chartered Bank job to start Waterfield Advisors

Featured in Economic Times

05 April 2014

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SEBI Registration No
INA000001811
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U74900MH2012PTC234921
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[email protected]

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Contact No:
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Waterfield Fund Managers Private Limited

CIN No
U65990MH2020PTC340389
FOF I
IN/AIF2/21-22/0876 (Category 2 AIF)
Name of the Fund Manager
Waterfield Fund Managers Private Limited
FOF II
IN/AIF2/23-24/1275 (Category 2 AIF)
Name of the Fund Manager
Waterfield Fund Managers Private Limited
Co-PMS
INP000008288

waterfield advisors private limited

CIN No
U74120MH2011PTC220601

Status of complaints

Beginning of the month: Nil

Received this month: Nil

Resolved during the month: Nil

Pending at the end of the month: Nil

Reason for pendency: N.A.

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Mr. Subodh Kaistha
Non-Individual Investment Advisor

Mr. Arun Prakash
Non-Individual Investment Advisor (PMS)

principal.officer@waterfieldadvisors.com
+91 22 6621 0700

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Ms. Darshana Bhutak

compliance@waterfieldadvisors.com

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investor.grievance@waterfieldadvisors.com

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