How can you ensure your wealth lasts across market cycles and for generations to come? Shilpy Sharma, our Senior Director of Listed Investments, writes about the importance of 'Risk Pool Framework' which intentionally segments capital based on risk type, not just asset class. She highlights that while diversification across asset classes remains fundamental, a smarter way to build resilience into a portfolio through the Risk Pool Framework. This framework organises your capital into 4 categories, each of which absorbs a specific risk and, together, they seamlessly work towards a cohesive and enduring wealth strategy. Swipe to learn more about the four pools and read the complete article for more insights. Link in comments.
Waterfield Advisors
Financial Services
Mumbai, Maharashtra 23,605 followers
Independent Multi-Family Office and Wealth Advisory firm, providing holistic advice aligned with the investors' interest
About us
Waterfield Advisors is a globally recognized independent Indian Multi-Family Office. We are registered with SEBI as Investment Advisors and work with family-owned businesses, trusts and endowments and single-family offices in several investment and non-investment-related areas. Our role is to provide holistic advice without a conflict of interest in all our dealings with our clients. Today, we have 8 offices across the country in New Delhi, Mumbai, Chennai, Pune, Goa, Kochi, and Bangalore. We help clients plan, structure and manage their family wealth, working exclusively on their behalf as their dedicated family office. As an advisory firm on the Investment side, we have an open architecture platform working with all the leading product manufacturers across AMCs, PMS and AIF providers. We believe in transparency and unlike other wealth managers and family offices backed by financial institutions, we are pioneering the concept of being a pure advisory firm and do not receive any distribution fees from any product providers and work solely for our client’s benefit, helping them over time to improve their portfolio returns and lower their cost of investment.
- Website
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http://www.waterfieldadvisors.com
External link for Waterfield Advisors
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Mumbai, Maharashtra
- Type
- Privately Held
- Founded
- 2011
- Specialties
- Family Office Services, Financial Planning, Strategy, Investment Management Services, Philanthropic Management, Life Management and Budgeting, Training and Education, Business and Financial Advisory, Reporting and Record Keeping, Succession Planning, Administrative Services, Risk Management and Insurance Services, Compliance and Regulatory Assistance, Tax and Legal Advisory, Estate and Wealth Transfer, Governance, and Advisory
Locations
Employees at Waterfield Advisors
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Sanjay Teli
Founder & Managing Director at ESP Global Search Pte. Ltd. | Founder & Managing Director at ESP Consultant (I) Pvt. Ltd. | Co-Founder at SAM…
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Himanshu Maheshwari
Executive Director - Head Operations & Technology at Waterfield Advisors
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Kamini Parmar
Portfolio Manager - DPMS| Strategy | Fintech | Investment Advisory & Research |Digital Transformation
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Chintan Bhatt, CFA, CFP
Portfolio Manager - Discretionary
Updates
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Register now for our exclusive Bengaluru event on 2nd November. Link in comments. Join the in-person Masterclass by our investment experts, where we will explore differentiated investment opportunities curated for discerning investors: - Accessing India's startup story through top-quartile PE & VC funds - Risk mitigation strategies for ESOPs and RSUs issued by US companies - Global diversification across geographies and asset classes We’re hosting two sessions! Join us at a time and location that suit you best: 📍 Central Bengaluru – 11:30 AM onwards, followed by lunch 📍 Whitefield – 6:30 PM onwards, followed by dinner Seats are limited and participation is by invitation only - reserve your seat now! Rohan Paranjpey | Subodh Kaistha | Vivek Rajaraman
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HERitage by Waterfield Advisors hosted an insightful workshop in collaboration with YFLO Delhi, exclusively curated for women investors. Swipe for highlights! The session brought together an incredible community of women eager to learn, question, and grow their wealth. Led by Riddhiman Jain, CFA, our Head of Investment Strategy & Solutions, and Vipul Bhowar, our Head of Equities, the workshop explored how investors can structure portfolios across asset classes, identify opportunities in evolving markets, and build future-ready investments. Nita Shivdasani Bhambhani, our Head of HERitage, conducted case study exercises with participants to give them a hands-on experience in building an asset allocation mix in real-life scenarios. We were thrilled to see so many women investors join us, engage in thought-provoking discussions, and make the session truly interactive and inspiring. Thank you for making the event memorable! Saumya Lohia Agarwal | Aaradhana Dalmia | FICCI FLO
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📢 Announcing our exclusive in-person masterclass in Bengaluru on investing in private & global markets! We invite sophisticated investors to join us for the session conducted by our experts, Rohan Paranjpey, Managing Director and Head of Alternative Investments, Vivek Rajaraman, Managing Director and Head of Listed Investment Advisory, and Subodh Kaistha, Managing Director and Head of Client Origination & Coverage. Register now - https://lnkd.in/dYeW79az Key takeaways - i. Discover investment opportunities into Indian startups through top-quartile PE & VC funds ii. Risk mitigation for ESOPs and RSUs issued by US companies iii. Gain insights into global diversification across geographies and asset classes iv. Unlock opportunities and research typically inaccessible to retail investors in the unlisted space 2nd November, 2025 Join us at your preferred location - Central Bangalore, 11:30 AM onward OR Whitefield, 6:30 PM onward Reserve your seats now.
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Why are FPIs continuing to offload Indian equities? Vipul Bhowar, our Senior Director & Head of Equities, takes a closer look at this three-month trend in an interview with Mint. He highlights three key drivers behind the ₹23,885 crore of FPI outflows in September which have prompted investors to book profits and reallocate capital to more attractively valued markets: - elevated market valuations - weak earnings growth - a depreciating rupee. Read the full interview on Mint. 🔗 in comments.
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From diversified conglomerates to pharma giants and technology leaders, India’s wealth creation story is driven by a few powerhouse sectors! As part of the ‘India’s Top 100 Billionaires 2025’ study by Waterfield Advisors in collaboration with Fortune India, we spotlight the Top 5 Sectors that collectively define the nation’s billionaire economy. Swipe through to know more and check out the full list in the comments below!
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Only 2 days to go - HERitage by Waterfield Advisors is conducting a workshop in collaboration with FICCI FLO exclusively for women investors! In line with HERitage's mission to empower women investors, this workshop aims to simplify equities and amplify wealth with smarter, future-ready strategies. Leading the discussion are Riddhiman Jain, CFA, our Head of Investment Strategy & Solutions, and Vipul Bhowar, our Head of Equities. Join us to explore how you can: - Structure portfolios across equities, real estate, and commodities - Identify opportunities in evolving markets - Build resilient and future-ready investments When: 8 October 2025 | 3 PM - 7PM Where: The Claridges Hotel, New Delhi This is an invite-only event with limited seats. To attend the event, write to us at [email protected]
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India’s women billionaires are reshaping industries and redefining leadership! As part of the 'India's Top 100 Billionaires 2025' study by Waterfield Advisors in collaboration with Fortune India, we spotlight the Top 8 Women Billionaires whose vision, resilience, and enterprise continue to inspire. Leading the way is Savitri Devi Jindal, followed by stalwarts like Smita Crishna Godrej, Rekha Jhunjhunwala, Leena Tewari, and more. These leaders embody the growing influence of women in shaping India’s economic story. Check out the full list in comments.
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We are pleased to present a masterclass on building smarter, future-ready portfolios through Equities, Real Estate, and Commodities! This workshop, exclusively for women investors, will be led our senior leaders, Riddhiman Jain, CFA, our Head of Investment Strategy & Solutions, and Vipul Bhowar, our Head of Equities. In collaboration with FICCI FLO (Delhi Chapter), the session will demystify markets and provide actionable strategies tailored for today’s dynamic environment. 🗓️ When: Wednesday, October 8, 2025 📍 Where: Board Room, The Claridges, New Delhi This is a by-invite event with limited seats. To attend, please write to [email protected]
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October opens the door to some of the world’s most exclusive gatherings. This month, we witness sport, art, and culture intersect on a global stage; the high-octane competitions, cultural showcases, and refined experiences await those who seek to live beyond the ordinary. The UHNW Event Calendar 2025 by Waterfield Advisors is a curated guide to the world’s most sought-after experiences, ensuring you are always at the heart of what matters most. Discover exclusive events this year - link in comments