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Subscribe to Winsights Digest
Subscribe to Winsights Digest
Close-up of stacked Indian rupee coins.

Market Commentary

RBI MPC October 2026

What does the RBI's rate hike signal and what investors should watch.

Explainers •08 October 2026
Close-up of a vintage globe highlighting India

Market Commentary

India’s Eight-Week Market Correction: What You Should Know

India’s Nifty falls for eight consecutive weeks. What’s driving the market correction, FPI outflows, global pressures and shifting valuations.

Explainers •08 October 2026
Person holding a pen writing on a clipboard

HNI

Professionals

Wealth Management

A Financial Planning Checklist for HNIs Before Making Large Investments

A comprehensive checklist for HNIs that will help them make the right decisions for their wealth.

article •23 September 2026
Dimly lit ornate room with gold doors, a chandelier, and a vintage chair next to a window.

HNI

Family Office

Wealth Management

Estate Planning Guide for High-Net-Worth Families

A closer look at wills, trusts, succession planning and NRI asset considerations

Explainers •19 September 2026
A hand holding a compass against a scenic background

HNI

Wealth Management

Top Wealth Management Strategies in 2026

This guide covers how HNIs should approach their wealth in 2026

article •18 September 2026
AI processor chip glowing above a futuristic circuit board.

HNI

UHNI

Wealth Management

Top Wealth Management Trends in India 2026

From AI to alternative investments, here are the key wealth management trends shaping 2026.

Explainers •17 September 2026
Low-angle view of high-rise buildings

HNI

UHNI

Wealth Management

Asset Management vs Wealth Management: What Sets Them Apart

This blog explains the differences between asset management and wealth management to help you decide which is right for you.

Explainers •17 September 2026
"Two business professionals in a meeting, with a laptop, tablet, documents, and notebooks on the table."

HNI

UHNI

What is Asset Management? A Complete Guide

Learn more about asset management and how it works in India.

Explainers •17 September 2026
Waterfield Expands International Offering with Two GIFT City Funds

Global Investment

Wealth Management

Alternative Investments

Waterfield Expands International Offering with Two GIFT City Funds

Presenting two GIFT City-based outbound Alternative Investment Funds

article •07 September 2026
India’s GDP Grew 7.8%. What the Headline Number Doesn’t Tell You

Market Commentary

Wealth Management

India’s GDP Grew 7.8%. What the Headline Number Doesn’t Tell You

We explore beneath the headline number of 7.8% GDP growth in the April–June 2026 quarter and unpack what the latest GDP data could mean for investors and the RBI’s next policy move.

Explainers •01 September 2026
Pre-IPO Investing for Family Offices: Where Is the Alpha?

UHNI

Family Office

Wealth Management

Pre-IPO Investing for Family Offices: Where Is the Alpha?

We examine and suggest the approach family offices should take to pre-IPO investment opportunity and suggest why listed equities should remain core.

article •01 September 2026
A wealth manager signing documents at a desk.

HNI

UHNI

Wealth Management

What Is Wealth Management? A Beginner's Guide

Is it time to manage your wealth differently? Read this guide to find out.

Explainers •28 August 2026
A man holding a lens against the backdrop of a cliff

HNI

UHNI

Wealth Management

Wealth Management vs Financial Planning: Key Differences

Read this guide to understand which model will work best for your financial needs and goals.

Explainers •27 August 2026
Why Washington Rescued the Yen

Market Commentary

Why Washington Rescued the Yen

Exploring the three-decade story behind July's intervention

Explainers •20 August 2026
When the Central Bank Turns Money Away

Market Commentary

When the Central Bank Turns Money Away

Inside the numbers behind India's opposite-of-2013 moment

Explainers •17 August 2026
The Impossible Trinity Facing India and Japan

Market Commentary

The Impossible Trinity Facing India and Japan

Two central banks, one impossible choice.

article •14 August 2026
Soumya Rajan on the Role of Wealth Advisors for Investors | Let’s Mint Money
play icon img

Global Investment

UHNI

Wealth Management

Soumya Rajan on the Role of Wealth Advisors for Investors | Let’s Mint Money

Soumya Rajan, Founder & CEO of Waterfield Advisors, discusses wealth management, asset allocation, global diversification and navigating turbulent markets

podcast •13 August 2026
FPI Tax Exemption on G-Secs: What Changed and What It Means

Market Commentary

Wealth Management

FPI Tax Exemption on G-Secs: What Changed and What It Means

India just made it completely tax-free for foreign investors to earn money from Indian government bonds. What does it mean?

Explainers •10 June 2026
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142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

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

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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
U85300MH2023NPL397067

Waterfield Sponsor LLP

LLPIN
ABZ-9314

WATERFIELD INTERNATIONAL IFSC PRIVATE LIMITED

CIN No
U66190GJ2023PTC146493
IFSCA Reg No
IFSCA/FME/II/2025-26/174

Complaint Redressal Officer

Ms. Sweeti Suthar

[email protected]

Complaint Redressal Appellate Officer

Biplab Bhattacharya

[email protected]

Contact No:
+91-22-66210700

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

[email protected]

Investor Grievance

[email protected]

Contact No:
+91-22-66210700

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