Waterfield Advisors
Insight With Integrity
The Founder as the Brand: Building with Authenticity in a Digital World
The Founder as the Brand: Building with Authenticity in a Digital World
Over the past decade, the way brands are built and scaled has undergone a profound shift.In a world shaped by digital visibility, social media, and increasin...
The Evolving Legacy of Indian Women | Conversation with Zia Mody | HERitage Huddle 2026
The Evolving Legacy of Indian Women | Conversation with Zia Mody | HERitage Huddle 2026
The Evolving Legacy of Indian Women | Conversation with Zia Mody | HERitage Huddle 2026
Over the past three decades, India has experienced an extraordinary phase of economic transformation and wealth creation. Family businesses have scaled to gl...
Why India’s markets outgrew its advice
Why India’s markets outgrew its advice
This feature explains why India’s markets have surged ahead of independent advisory capacity, & how fiduciary advice can close the growing gap for wealthy and mass‑affluent investors.
Money For Value: The Premiumization Wave in India | Fund of Funds Investor Day 2026
Money For Value: The Premiumization Wave in India | Fund of Funds Investor Day 2026
What does premium really mean in India today?For some consumers, it's organic food. For others, it's convenience, healthier choices, or products that simply ...
FPI Tax Exemption on G-Secs: What Changed and What It Means
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?
FAR Expansion: Yield impact and Implications
FAR Expansion: Yield impact and Implications
Understand how RBI’s expansion of FAR compresses long-end yields, reduces the government's borrowing cost and attracts stable hard-currency inflows.
Markets surge as US-Iran truce calms geopolitical jitters, revives global risk-on mood | Stock Market News
Markets surge as US-Iran truce calms geopolitical jitters, revives global risk-on mood | Stock Market News
Reports of a US-Iran peace agreement have spurred optimism in global markets, boosting investor confidence in India’s equity indices. Analysts expect benefits across multiple sectors, including aviation and logistics.
ECB Concessional Forex Swap: RBI's Move and What It Unlocks
ECB Concessional Forex Swap: RBI's Move and What It Unlocks
A comprehensive explainer behind RBI’s concessional forex swap for PSUs raising ECBs
Economics and Implications of RBI’s June Changes in FCNR(B) for NRIs
Economics and Implications of RBI’s June Changes in FCNR(B) for NRIs
Explaining the two concessions made by RBI in FCNR(B) accounts for NRIs
3 Indian Women Leaders in Finance discuss Long-term Investing Mindset
3 Indian Women Leaders in Finance discuss Long-term Investing Mindset
Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.
Daily Voice | AI not main trigger; macro stability, earnings revival to steer recovery: Riddhiman Jain
Daily Voice | AI not main trigger; macro stability, earnings revival to steer recovery: Riddhiman Jain
The trajectory of FY27 growth remains highly sensitive to these external shocks. If crude oil sustains above the $90–$95 a barrel mark, it will inevitably weigh on manufacturing margins, inflate our import bill, and put pressure on discretionary consumption.
Expert view: Peak macro concerns behind; time for staggered accumulation, says Waterfield Advisors' head of equities | Stock Market News
Expert view: Peak macro concerns behind; time for staggered accumulation, says Waterfield Advisors' head of equities | Stock Market News
Expert view: Waterfield Advisors' head of equities, Vipul Bhowar, emphasises a staggered investment strategy. The resolution of geopolitical tensions could catalyse sectoral growth, but inflation and consumer spending remain critical challenges for investors to consider.
Evaluating Global Diversification
Evaluating Global Diversification
Why Structural Shifts in the Global Economy Are Reshaping Portfolio Conversations.
With Sticky & Patient Capital, Family Offices Trade Up As Startup Co-Investors
With Sticky & Patient Capital, Family Offices Trade Up As Startup Co-Investors
Until now, there is a large section of interest in pre-IPO deals. It has become a sweet spot as they can invest into companies with earnings visibility and a path to the public market, and more importantly have demonstrated scale.
The LRS playbook: Indian HNIs are learning to invest their dollar quota better, not just spend it
The LRS playbook: Indian HNIs are learning to invest their dollar quota better, not just spend it
Wealth managers and advisors say the LRS limit is increasingly being used as a structured, year-round allocation tool. Thus, signalling a move away from consumption-led remittances toward deliberate global investing.
The true cost of PMS returns: Disclosing the hidden gap between headline numbers and real investor gains - The Economic Times
The true cost of PMS returns: Disclosing the hidden gap between headline numbers and real investor gains - The Economic Times
From glossy returns to tax drag, what an equity PMS earns investors often trails what is advertised.
Why Family Offices Are India’s Next Big Wealth Story I Soumya Rajan I VWP 27/100
Why Family Offices Are India’s Next Big Wealth Story I Soumya Rajan I VWP 27/100
Welcome to The V-Women Project!Follow The V-Women Project ( VWP) : :LinkedIn – https://www.linkedin.com/company/the-v-women-project-vwp/ Instagram – https://...
Discover Waterfield Advisors | An Independent, fee-based wealth advisor catering to UHNIs and HNIs
Discover Waterfield Advisors | An Independent, fee-based wealth advisor catering to UHNIs and HNIs
Specializing in top-tier Financial Advisory and Succession Planning, we are dedicated to crafting personalized, effective wealth management strategies guiding you through every step of your financial journey.
WInsights Digest 4 | A Wealth Manager’s Perspective for Today’s Health-Conscious HNI
WInsights Digest 4 | A Wealth Manager’s Perspective for Today’s Health-Conscious HNI
Dear Reader, When Bryan Johnson spends $2 million annually trying to reverse his biological clock, he is not indulging an expensive midlife crisis. As a wealth manager would say, he is allocating 100% of his capital to a single asset - himself.
Women of Wealth | Advancing the Cultural Shift in Wealth Management
Women of Wealth | Advancing the Cultural Shift in Wealth Management
A report exploring the financial behaviour and confidence of India's growing cohort of high-net-worth women.
Clock ticking on Tuesday deadline: How will markets react if Iran ceasefire breaks or holds? - The Economic Times
Clock ticking on Tuesday deadline: How will markets react if Iran ceasefire breaks or holds? - The Economic Times
RBI Holds Steady Amid Global Uncertainty
RBI Holds Steady Amid Global Uncertainty
Daily Voice: Indian equities could rally into FY27 if Iran conflict ends this month, says Waterfield’s Vipul Bhowar
Daily Voice: Indian equities could rally into FY27 if Iran conflict ends this month, says Waterfield’s Vipul Bhowar
Registration Form | HERitage Huddle 2026
Registration Form | HERitage Huddle 2026
Understanding the Iran-Israel-U.S. Conflict
Understanding the Iran-Israel-U.S. Conflict
The GIFT City Advantage
The GIFT City Advantage
OPINION: Markets want Budget clarity and growth continuity without compromising fiscal discipline
OPINION: Markets want Budget clarity and growth continuity without compromising fiscal discipline
Thinking About Markets in 2026 – An Indian Perspective
Thinking About Markets in 2026 – An Indian Perspective
2026 Calendar | Global Events for UHNIs
2026 Calendar | Global Events for UHNIs
How Rudra Chatterjee Is Modernising India’s Oldest Tea Legacy
How Rudra Chatterjee Is Modernising India’s Oldest Tea Legacy
Swarup Mohanty on Korean vs Indian investing mindsets | Capital Conversations Ch 2 Ep 2
Swarup Mohanty on Korean vs Indian investing mindsets | Capital Conversations Ch 2 Ep 2
Nilesh Shah on how India can respond to AI, China & Trump Tariffs | Capital Conversations Ch. 2 Ep 1
Nilesh Shah on how India can respond to AI, China & Trump Tariffs | Capital Conversations Ch. 2 Ep 1
An Introduction to Fund of Funds
An Introduction to Fund of Funds
Inside Arihant Patni’s Business Playbook: Startups, Investments & The Future of Indian Innovation
Inside Arihant Patni’s Business Playbook: Startups, Investments & The Future of Indian Innovation
Leela Heiress Amruda Nair on Creating Her Own Path in Hospitality & Wealth | Let's Mint Money
Leela Heiress Amruda Nair on Creating Her Own Path in Hospitality & Wealth | Let's Mint Money
From Legacy to Leverage | Unlocking Impact Capital Report 2025
From Legacy to Leverage | Unlocking Impact Capital Report 2025
7 Lessons First-Gen HNIs can draw from Legacy Families
7 Lessons First-Gen HNIs can draw from Legacy Families
India's Top 100 Billionaires - A Fortune India - Waterfield Advisors Ranking
India's Top 100 Billionaires - A Fortune India - Waterfield Advisors Ranking
CuriouSR #3 | Being a Woman Entrepreneur
CuriouSR #3 | Being a Woman Entrepreneur
Lets Mint Money EP 1: 'That Debt Nearly Broke Me': Manish Kejriwal on Money, Debt and Private Equity | #LetsMintMoney
Lets Mint Money EP 1: 'That Debt Nearly Broke Me': Manish Kejriwal on Money, Debt and Private Equity | #LetsMintMoney
Capital Conversations Podcast
Capital Conversations Podcast
Thinking legacy: Startup founders seek protection in trusts, estate planning
Thinking legacy: Startup founders seek protection in trusts, estate planning
NRI Talk: Navigating Global Market Turbulence and Emerging Opportunities in India
NRI Talk: Navigating Global Market Turbulence and Emerging Opportunities in India
Most Powerful Women 2025: This Year's Top Women in Business
Most Powerful Women 2025: This Year's Top Women in Business
Waterfield Advisors - Wealth Advisors in India
Waterfield Advisors - Wealth Advisors in India
ETMarkets Smart Talk - Vipul Bhowar
ETMarkets Smart Talk - Vipul Bhowar
Wealth Trends Among India’s Elite: Generational Shifts
Wealth Trends Among India’s Elite: Generational Shifts
Women, Wealth and Worth: Debunking Investment Myths
Women, Wealth and Worth: Debunking Investment Myths
2025 Calendar | Global Events for UHNIs
2025 Calendar | Global Events for UHNIs
5 Trends that Shaped Wealth in 2024 | #5 Resurgence of IPOs
5 Trends that Shaped Wealth in 2024 | #5 Resurgence of IPOs
5 Trends that Shaped Wealth in 2024 | #4 The AI Inclusion
5 Trends that Shaped Wealth in 2024 | #4 The AI Inclusion
5 Trends that Shaped Wealth in 2024 | #3 Elections & Wars
5 Trends that Shaped Wealth in 2024 | #3 Elections & Wars
5 Trends that Shaped Wealth in 2024 | #2 Evolution of the Influencer Era
5 Trends that Shaped Wealth in 2024 | #2 Evolution of the Influencer Era
5 Trends that Shaped Wealth in 2024 | #1 Central banks take centre stage
5 Trends that Shaped Wealth in 2024 | #1 Central banks take centre stage
Indian Family Business Awards Season 3
Indian Family Business Awards Season 3
Women of Wealth | HERitage Survey Report
Women of Wealth | HERitage Survey Report
The UHNW Event Calendar by Waterfield Advisors | 2024 Edition
The UHNW Event Calendar by Waterfield Advisors | 2024 Edition
India's Dollar Billionaires - A Study by Fortune and Waterfield Advisors
India's Dollar Billionaires - A Study by Fortune and Waterfield Advisors
Waterfield Advisors unveils new Headquarters at Avighna House, Mumbai
Waterfield Advisors unveils new Headquarters at Avighna House, Mumbai
Discretionary Investment Services
Discretionary Investment Services
Navigating financial aspects post-divorce: How to engage with a wealth advisor
Navigating financial aspects post-divorce: How to engage with a wealth advisor
How do billionaires manage their vast wealth: A deep dive into the world of wealth advisory
How do billionaires manage their vast wealth: A deep dive into the world of wealth advisory
AI for Climate, Not Convenience; A Systems Thinking Approach to Sustainably Develop AI
AI for Climate, Not Convenience; A Systems Thinking Approach to Sustainably Develop AI
Democratizing wealth management in India
Democratizing wealth management in India
The Rise of the Augmented Wealth Manager: How AI, Purpose and Human Expertise Will Redefine Wealth Management in 2030
The Rise of the Augmented Wealth Manager: How AI, Purpose and Human Expertise Will Redefine Wealth Management in 2030
Blue Philanthropy- The Need for Ocean-Focused Philanthropy
Blue Philanthropy- The Need for Ocean-Focused Philanthropy
HERitage - Wealth Advisory Exclusively for Women
HERitage - Wealth Advisory Exclusively for Women
Indian Family Business Awards
Indian Family Business Awards
2023 Event Calendar for the Ultra-Wealthy
2023 Event Calendar for the Ultra-Wealthy
5 Sustainability Trends that will shape human behavior For Earth in 2023
5 Sustainability Trends that will shape human behavior For Earth in 2023
A guide to Planning Sustainable Travel
A guide to Planning Sustainable Travel
India's Richest
India's Richest
Why India’s growing tycoonery will need skills of family offices?
Why India’s growing tycoonery will need skills of family offices?
How CSR decisions get taken in India
How CSR decisions get taken in India
Combining technology IQ with personal touch EQ
Combining technology IQ with personal touch EQ
Uncovering the Layers of Entrepreneurshio
Uncovering the Layers of Entrepreneurshio
Financially Independent Women Create An Equitable Society
Financially Independent Women Create An Equitable Society
LRS 101 - An introduction to global investing
LRS 101 - An introduction to global investing
Waterfield Advisors on how they approach impact investing
Waterfield Advisors on how they approach impact investing
Lip service and less support: Financial institutions in India have been unable to help women chalk out investment plans
Lip service and less support: Financial institutions in India have been unable to help women chalk out investment plans
Demystifying the concept of family offices
Demystifying the concept of family offices
Disclaimer | Waterfield Advisors
Disclaimer | Waterfield Advisors
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