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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 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
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
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
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
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.

Explainer •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.

Explainer •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.

Explainer •27 August 2026
Why Washington Rescued the Yen

Market Commentary

Why Washington Rescued the Yen

Exploring the three-decade story behind July's intervention

Explainer •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

Explainer •17 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?

Explainer •10 June 2026
A person holding U.S. banknotes.

Market Commentary

Wealth Management

RBI's FAR Expansion: Impact on Bond Yields Explained

A simple explainer on how RBI's FAR expansion is compressing bond yields, cutting government borrowing costs, and drawing in stable foreign capital.

Explainer •10 June 2026
Bright light trails on a night highway, like money moving fast as the RBI makes overseas borrowing easier.

Market Commentary

Wealth Management

RBI's Concessional Forex Swap for ECBs Explained

A simple explainer on RBI's new concessional forex swap window, how it lowers costs for PSUs raising ECBs, and what it means for India's currency markets.

Explainer •10 June 2026

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INA000001811
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U74900MH2012PTC234921
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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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Name of the Fund Manager
Waterfield Fund Managers Private Limited
Co-PMS
INP000008288

waterfield advisors private limited

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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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+91 22 6621 0700

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