Advisory wisdom meets discretionary dynamism
Having pioneered investment advisory in India, we recognised the limitations of non-discretionary investment management for certain clientele. We discovered a specific group of clients who desired to minimise their time commitment and involvement in portfolio decisions. Being a company dedicated to addressing the complexities of managing substantial wealth for our clients, Waterfield developed a discretionary platform that leverages meticulous agility in portfolio execution to minimize opportunity loss arising due to delayed action. The platform needed to act like an outsourced investment office of the client and we're thrilled to have achieved precisely that.
Opportunity does
not knock twice.
Make each one count
Imagine this. You receive a call from your wealth advisor suggesting a lucrative, risk-free investing opportunity for a period of only 3 days. They mention that few high-quality bonds (AAA rated) were available at attractive yields between 8.0% - 9.5% for a 3-year investment horizon, approximately 1.5% - 2% above their usual rate.
In a typical non-discretionary model, up to 10 days are spent formulating, reviewing, and approving the recommendation. By the time this cycle ends, the limited period opportunity to lock in munificent rates is lost and the advice becomes stale. This is not an isolated incident but rather a recurring pattern. Often, investors fail to recognize that these delays incur opportunity costs that accumulate and compound over time, leading to significant performance gaps.
Our fee-based, multi-asset discretionary investment services offer transparent, customizable, and fully governed investment solutions designed to align with your financial interests.
To know more about our discretionary platform,Contact us
Unique offerings for distinct segments
Nucleus
(Ideal Investable Assets - INR 10Cr - INR 25Cr)
Model Portfolios
Multi-Asset Solutions
5 Distinct Risk Profiles
Customized
(Ideal Investable Assets - INR 25Cr - INR 100Cr)
Tactical Asset Allocation
Customizable Multi-Asset Solutions
5 Distinct Risk Profiles
Outsourced CIO
(Ideal Investable Assets - Above INR 100Cr)
Investment Advisory Council
Bespoke Solutions
Alternative Investments
Global Diversification.
EXPERTISE
Let Our Expertise Guide You
From investment planning to execution to reporting.
The ultimate edge of Discretionary Portfolio Management
For the first time ever, Waterfield clients will be able to choose their level of involvement in their portfolio management. By offering both Non-discretionary as well as discretionary under the Advisory Model, we’ve truly created a differentiated engagement model with our clients. So how does a client choose if they want to outsource their portfolio management and execution? Here are some benefits of DPMS that might help in your decision.
Minimising lag between advice and execution
Consistent monitoring and daily oversight
Investment Management governed by Investment Policy Statement
Advisory approach with flawless execution capabilities
Performance Data (As on 31 May 2025)
| Strategy | Investment Approach | AUM (in INR Cr) | TWRR Returns % | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 5 Years | Since Inception | |||
| Equity | NUCLEUS EQUITY MULTI CAP ALLOCATOR | 185.62 | 1.94 | 2.47 | -0.12 | 7.92 | 14.28 | ||
| Nifty 50 Total Return Index | 3.48 | 3.65 | 0.84 | 9.01 | 15.11 | ||||
| Equity | MARKET LEADERS PORTFOLIO-LARGE CAP ALLOCATOR | 11.93 | 3.59 | 2.9 | -7.71 | -2.81 | -1.88 | ||
| Nifty 50 Total Return Index | 3.48 | 3.65 | 0.84 | 9.01 | 10.1 | ||||
| Equity | MULTI FACTOR PORTFOLIO-LARGE & MID CAP ALLOCATOR | 10.3 | 0.31 | 1.33 | -6.81 | ||||
| BSE 500 Total Return Index | 3.18 | 2.15 | -5.53 | ||||||
| Multi | NUCLEUS MULTI ASSET CAPITAL COMPOUNDER | 360.63 | 2.45 | 2.58 | 0.37 | 10.19 | 11.93 | ||
| Nifty Multi Asset Index 2 | 2.34 | 2.21 | 0.47 | 7.76 | 13.81 | ||||
| Multi | NUCLEUS MULTI ASSET LIFESTYLE MAINTAINER | 77.38 | 2.68 | 3.37 | 4.56 | ||||
| Nifty Multi Asset Index 2 | 2.34 | 2.21 | 2.32 | ||||||
| Multi | NUCLEUS MULTI-ASSET PURCHASING POWER PRESERVER | 6.83 | 1.14 | 1.18 | |||||
| Nifty Multi Asset Index 2 | 2.34 | 3.21 | |||||||
| Debit | NUCLEUS FIXED INCOME ACCRUAL PORTFOLIO | 1.59 | 1.51 | 2.82 | 4.46 | 5.75 | |||
| CRISIL- Credit Term Index | 1.31 | 3.26 | 5.7 | 7.77 | |||||
- the timing of inflows and outflows of funds
- differences in the portfolio composition because of restrictions and other constraints
- performance data of the Portfolio Manager and Investment Approach provided hereunder is not verified by any regulatory authority.
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