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Fund of Funds

Gains of many, under the distinction of

Offerings
Solutions
Value
OFFERINGS

India’s leading
Fund of Funds platform

Dedicated to protecting and growing your wealth with diligence, Waterfield introduced its first Fund of Funds; one that diversifies the risk of a single fund by investing in several types of high-performing funds. Waterfield’s specialist team is seasoned in this space. We have amassed the extensive experience of experts in Fund of Funds, PE/VC investments, risk management, investment and private banking, and transaction advisory.

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Solutions

Leveraging 70+
domestic funds

These are the ones that boast of stellar returns all brought under the umbrella of one single fund, which is much easier to manage. We balance the allocation between two pools of capital to create an optimal strategy for clients.

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Fund of Funds

The majority of funds are deployed to top-quartile fund managers that have a solid track record and have delivered returns while maintaining consistency in strategy and team. A small portion of the fund is also deployed to opportunistic funds.

Co-Investments

This pool of capital is deployed into co-investments that stem from the underlying funds of the FoF. The purpose of this fund is to provide an additional kicker in returns through deploying in growth or late-stage bets with an exit horizon of 4 to 5 years.

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Our Value

What makes it
first of the class?

01

Eye on the top-quartile

We bring top-quartile funds and fund managers into play. Our team has always maintained impeccable relations with top-quartile fund managers and always steers the allocations in the marquee funds.

02

Investor-friendly terms

The fund has a very well aligned investment strategy with investor-friendly terms such as no carry on Fund investments, and carry on co-investments. Carry and management fees are also lower than the current market standards

03

Welcoming client participation

For the first time, Family Offices and HNIs will be able to participate in funds through an institutional setup that is data-driven. Waterfield’s proprietary database tracks metrics such as MOIC, IRR, DPI etc on a quarterly basis for domestic PE/VC funds

Case Study

The legacies
we build

Our bespoke services to bring your authentic vision to life.

Pharmaceuticals

Large Listed Rubber Chemicals Family

This case study pertains to the various issues that arose for the Promoter of a large, listed rubber chemicals company after a family business separation. As a part of the family settlement, the Promoter needed to obtain access to a substantial amount of funds.

With many multi-layer entities being split between the family, the Promoter also needed to re-structure his various holdings / interests to simplify operations and be able to access the wealth in a tax-efficient manner.

    Information Technology

    Promoter of a listed IT Company

    This case study pertains to a listed company in the pharma space. The business is run by a third-generation family member. The firm has a professional management team, business interests across the globe and members of the family are amongst the top billionaires in India.

      Consumer Appliances

      Single Family Office

      This case study pertains to a Single-Family Office whose assets have been generated through the Promoter holdings of the family in one of India’ largest consumer appliance companies that was founded by the principal of the family office. The brand was sold to a foreign company in its entirety. Out of the proceeds received from the exit of the Company, the family carved out three portions of capital for the following:

      • Deployment in new group company businesses
      • Financial portfolio
      • Unlisted investments
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