services Financial Planning Public Markets

Public Markets

Grow into the
future with

Offerings
Process

OFFERINGS

Empower your wealth
with precision investing

Our allocation of listed investments is built on what works in the real world, aligns with the risk appetite and expected returns of the client, rather than a dogmatic adherence to financial theories.

Market Outlook

Equity and Fixed income market

Tracking macro and lead indicators

Portfolio Advisory Alerts

Portfolio Advisory

Risk Pools

Asset Allocation

Investment Strategy

Risk Assessment and Investment Boundaries

Direct Equity Advisory

Fundamental views on individual stocks

Products Advisory

Manager Selection

Product Evaluation

Credit Evaluation

High Yield / Low Liquidity Products

Moderate Yield with some gains

High Liquidity Products

APPROACH

For Debt: Building
Portfolios through
Risk Allocation

Our strategy is based on the Yield Curve, view of interest rates, and Liquidity & Spread Analysis.

APPROACH

For Equity: Building
Blocks Strategy

We scrupulously pick the apt instruments from a broad range and decide their contribution to portfolios based on the market risk attached to them.

Market Risk

Offshore Equity Funds

PIPE Funds and Mid Cap PMS

Alternate Equity Funds

Large Cap PMS and ETFs

Large Cap Funds

Allocation Size

Case Study

The legacies we build

Our bespoke services to bring your authentic vision to life.

Pharmaceuticals

Promoter family of a listed pharmaceutical company

This case study pertains to a listed company in the pharma space. The business is run by a third-generation family member. The firm has a professional management team, business interests across the globe and members of the family are amongst the top billionaires in India.

Coming Soon

Information Technology

Promoter of a listed IT Company

This case study pertains to the Promoter of a listed company in the Information Technology space. The Promoter is a first-generation entrepreneur, who has come into significant wealth over the past twenty-five years.

Coming Soon

Consumer Appliances

Single Family Office

This case study pertains to a Single-Family Office whose assets have been generated through the Promoter holdings of the family in one of India’ largest consumer appliance companies that was founded by the principal of the family office. The brand was sold to a foreign company in its entirety. Out of the proceeds received from the exit of the Company, the family carved out three portions of capital for the following:

Deployment in new group company businesses
Financial portfolio
Unlisted investments

Coming Soon

Pharmaceuticals

Large Listed Rubber Chemicals Family

This case study pertains to the various issues that arose for the Promoter of a large, listed rubber chemicals company after a family business separation. As a part of the family settlement, the Promoter needed to obtain access to a substantial amount of funds.

With many multi-layer entities being split between the family, the Promoter also needed to re-structure his various holdings / interests to simplify operations and be able to access the wealth in a tax-efficient manner.

Coming Soon

FMCG

Single Family Office

This case study pertains to an ultra-high net worth family that has diverse businesses in the FMCG space. The family was in need to bring all its affairs under one roof and hence leveraged Waterfield’s expertise to set up a single-family office. Our team was responsible for executing the set-up, incorporating a family constitution and put in place a succession plan.

Coming Soon

Vault

Your access to
rich insights

From experienced partners at the forefront of
today's financial trends and beyond.

Alternative Investments

Suit your
growth with

Diversity

Explore Alternative Investments

Your legacy awaits

Grow into the
future with

Empower your wealth
with precision investing

For Debt: Building
Portfolios through
Risk Allocation

For Equity: Building
Blocks Strategy

The legacies we build

Your access to
rich insights

Suit your
growth with

Your legacy awaits

Your legacy awaits

Empower your wealth with precision investing

For Debt: Building Portfolios through Risk Allocation

For Equity: Building Blocks Strategy

The legacies we build

Your access to rich insights

Suit your growth with

Your legacy awaits

Empower your wealth
with precision investing

For Debt: Building
Portfolios through
Risk Allocation

For Equity: Building
Blocks Strategy

Your access to
rich insights

Suit your
growth with