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HNI

•  Professionals

•  Wealth Management

ESOP Proceeds After IPO: A Guide to Managing the Windfall

An IPO turns vested ESOPs into taxable, liquid wealth. This blog covers the tax rules, a step-by-step plan, and mistakes to avoid with the proceeds.

Explainer •28 October 2026
A futuristic robotic hand interacting with digital financial charts.

UHNI

Family Office

AI

Wealth Management

AI in Wealth Management: Uses, Risks & Human Judgement

Explore how AI is transforming wealth management, from investment research to portfolio reporting, and why human judgement and data privacy remain essential.

Article •25 October 2026
A wind turbine partially obscured by mist

UHNI

Family Office

Philanthropy

Impact Investing

Wealth Management

ESG and Impact Investing Among Indian Family Offices: A 2026 Look

Is ESG investing actually growing among Indian family offices? We look at the evidence, the drivers, and the challenges still slowing adoption.

Explainer •22 October 2026
Applying for an IPO in HNI Category: Process and Key Rules

HNI

Wealth Management

Applying for an IPO in HNI Category: Process and Key Rules

Applying for an IPO in the HNI category goes beyond placing a bid. This guide explains the NII framework, S-HNI vs B-HNI, and the step-by-step application process.

Explainer •21 October 2026
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Entrepreneurs

HNI

UHNI

From Endorsements to Equity

A deep- dive into the evolution of celebrity & brand deals in India

Deep Dive •16 October 2026
Premium contentAn illustration featuring a runner, medical capsules and a colourful DNA double helix against a dark background.

HNI

UHNI

Wealth Management

Lifestyle

Alternative Investments

A Wealth Manager’s Perspective for Today’s Health-Conscious HNI

Exploring the growing propensity towards health capital, and what it means for their asset allocation mix and wealth management.

Deep Dive •16 October 2026
Premium contentAn illustration of an entrepreneur standing on top of stacked blocks, representing social media platforms, with engagement icons against a purple and mint-green background.

Entrepreneurs

HNI

The Why, What & How of Founders Garnering Followers

We examine how founders turn visibility into formidable business advantage.

Deep Dive •16 October 2026
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Entrepreneurs

UHNI

The Rise of Heir-preneurs in India

Unpacking why India’s next-gen is increasingly choosing entrepreneurship over inheritance.

Deep Dive •15 October 2026
Premium contentAn image with photographs of sports investors and business leaders, sporting equipment, and intersecting financial graphs.

UHNI

Family Office

Wealth Management

Alternative Investments

Family Fortunes and the Business of Sport

Why family offices own sports teams, what it takes to succeed, and what makes it all fall apart.

Deep Dive •15 October 2026
View from an airplane window showing an aircraft wing extending over clouds.

Global Investment

HNI

UHNI

Wealth Management

Alternative Investments

Invest Through GIFT City: A Complete Guide to Getting Started

GIFT City offers NRIs a regulated route to invest without LRS limits. This blog covers investment options, the application process, and tax treatment.

Explainer •15 October 2026
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.

Explainer •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.

Explainer •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

Explainer •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.

Explainer •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.

Explainer •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.

Explainer •17 September 2026

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SEBI Registration No
INA000001811
CIN No
U74900MH2012PTC234921
PMS REGISTRATION NO
INP000007818

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Contact No:
+91 22 6621 0700

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
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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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compliance@waterfieldadvisors.com

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