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Market Commentary

Markets Reward Preparation, Not Perfect Certainty

Understanding how crude oil, inflation, banks, consumption and the rupee is shaping Indian equity strategy.

26 May 2026

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Global Investment

HNI

Global Diversification Drives India’s Rising Outward Remittances

A closer look at how Indian HNIs are investing beyond the border.

20 May 2026

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Global Investment

Market Commentary

Evaluating Global Diversification

Why Structural Shifts in the Global Economy Are Reshaping Portfolio Conversations.

19 May 2026

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Market Commentary

RBI Holds Steady Amid Global Uncertainty

RBI maintains rates, signaling caution amid global risks

08 April 2026

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HNI

UHNI

Wealth Management

CuriouSR #4 | The Long Road Ahead for RIAs

A closer look at the evolution of the advisory model in India.

01 April 2026

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Market Commentary

Hold the Pace

A closer look at the unfolding geopolitical conflict between Israel-USA and Iran.

24 March 2026

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HNI

UHNI

Wealth Management

Women in Finance

Women of Wealth | Advancing the Cultural Shift in Wealth Management

A report exploring the financial behaviour and confidence of India's growing cohort of high-net-worth women.

17 March 2026

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Market Commentary

Understanding the Iran-Israel-U.S. Conflict

The unfolding geopolitical tensions and their impact on markets.

03 March 2026

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Market Commentary

Union Budget 2026-27 Decoded

A closer look at the Union Budget and its implications for investors.

03 February 2026

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Market Commentary

Where does gold go from here?

Understanding gold’s outlook using a 7-factor framework

20 January 2026

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Global Investment

Market Commentary

The GIFT City Advantage

A closer look at the gateway to global investments

20 January 2026

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Market Commentary

Silver: Protecting Gains, Avoiding FOMO

Why discipline and risk control outweigh chasing vertical rallies.

20 January 2026

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Market Commentary

REITs and InvITs: Developments to Watch in 2026

Examining the 2026 growth catalysts for REITs and InvITs.

20 January 2026

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Market Commentary

4 Sectors Shaping Market Discussions in 2026

Emerging opportunities in India’s shifting economic landscape.

20 January 2026

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Market Commentary

Converging Impetus to Domestic Equities

Why domestic resilience and valuation resets define 2026 equity growth.

20 January 2026

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Market Commentary

India 2026: From Consolidation to Recovery

A concise macro-outlook on India heading into 2026.

20 January 2026

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Market Commentary

Thinking About Markets in 2026 – An Indian Perspective

What does the year ahead look like for Indian markets?

20 January 2026

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Wealth Management

Women in Finance

The Accidental CFO: Widowhood and Wealth

Exploring how to manage wealth efficiently in widowhood

19 January 2026

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142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

14th & 18th Floor, Berger Delhi One, Sector 16B, Noida, Gautam Budh Nagar – 201301

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

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SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

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SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

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SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

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SEBI Office: L&T; Chambers, 3rd Floor, 16 Camac Street, Kolkata - 700017, West Bengal

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waterfield financial and investment advisors private limited

SEBI Registration No: INA000001811

CIN No: U74900MH2012PTC234921

PMS REGISTRATION NO: INP000007818

Waterfield Foundation

CIN NO: U65990MH2020PTC340389

Waterfield Sponsor LLP

LLPIN: ABZ-9314

WATERFIELD INTERNATIONAL IFSC PRIVATE LIMITED

CIN No: U66190GJ2023PTC146493

IFSCA Reg No: IFSCA/FME/II/2025-26/174

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Complaint Redressal Appellate Officer

Biplab Bhattacharya

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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

Begining 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.

Principal Officer

Mr. Vivek Rajaraman
Non-Individual Investment Advisor

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

[email protected]
+91-22-66210700

Compliance & Grievance Officer

Ms. Shilpa Dadhich

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Investor Grievance

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