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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
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
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
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
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
Markets Reward Preparation, Not Perfect Certainty

Market Commentary

Markets Reward Preparation, Not Perfect Certainty

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

article •26 May 2026
A plane wing glowing in the sunset light outside an airplane window, like Indian families sending money abroad to spread their wealth globally

Global Investment

HNI

Global Diversification Drives India’s Rising Outward Remittances

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

article •20 May 2026
Evaluating Global Diversification

Global Investment

Market Commentary

Evaluating Global Diversification

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

article •19 May 2026
RBI Holds Steady Amid Global Uncertainty

Market Commentary

RBI Holds Steady Amid Global Uncertainty

RBI maintains rates, signaling caution amid global risks

article •08 April 2026
lock_iconThe GIFT City Advantage

Global Investment

Market Commentary

The GIFT City Advantage

A closer look at the gateway to global investments

article •20 January 2026
Silver: Protecting Gains, Avoiding FOMO

Market Commentary

Silver: Protecting Gains, Avoiding FOMO

Why discipline and risk control outweigh chasing vertical rallies.

article •20 January 2026
REITs and InvITs: Developments to Watch in 2026

Market Commentary

REITs and InvITs: Developments to Watch in 2026

Examining the 2026 growth catalysts for REITs and InvITs.

article •20 January 2026
lock_icon4 Sectors Shaping Market Discussions in 2026

Market Commentary

4 Sectors Shaping Market Discussions in 2026

Emerging opportunities in India’s shifting economic landscape.

article •20 January 2026
Converging Impetus to Domestic Equities

Market Commentary

Converging Impetus to Domestic Equities

Why domestic resilience and valuation resets define 2026 equity growth.

article •20 January 2026
India 2026: From Consolidation to Recovery

Market Commentary

India 2026: From Consolidation to Recovery

A concise macro-outlook on India heading into 2026.

article •20 January 2026
lock_iconThinking About Markets in 2026 – An Indian Perspective

Market Commentary

Thinking About Markets in 2026 – An Indian Perspective

What does the year ahead look like for Indian markets?

article •20 January 2026
lock_iconThe Accidental CFO: Widowhood and Wealth

Wealth Management

Women in Finance

The Accidental CFO: Widowhood and Wealth

Exploring how to manage wealth efficiently in widowhood

article •19 January 2026
Bank of Japan Interest Rate Decision

Market Commentary

Bank of Japan Interest Rate Decision

A closer look at the latest interest rate reforms in Japan

article •23 December 2025
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Offices

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

Worldmark 6, 3rd Floor, Gateway District, Aerocity, New Delhi, 110037

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

Level 5, No. 501, Prestige Garnet, 36, Ulsoor Road, Bengaluru – 560042

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

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

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

916, PS Arcadia, Level 9, 4A, Camac Street, Kolkata 700016

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

GA-04, Block15, Ground Floor, Pragya Accelerator, Rd 1C, Gift City, Gandhinagar - 382355, Gujarat

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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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