Waterfield’s New Platform Leverages Innovation and Expertise to Help Clients Maximize Their Wealth

Recognising a growing trend among its clients to be less involved in investment decisions, Waterfield submitted an application for a PMS licence, which would allow it to continue using its distinctive advisory approach for portfolio construction and investment selection while providing a service platform for client investments.

For the several market segments that Waterfield Advisors works with, the solution is specially tailored. For UHNIs investing 100Cr+ with the advisory firm, the service will be offered as Outsourced CIO or OCIO, bringing to them an Investment Advisory Council and offering unlisted and global investments as well. For the firm’s Bespoke Wealth segment (investible assets between ₹10Cr – ₹100Cr), the proposition is segmented into Customised ( ₹25Cr – ₹100Cr) and Nucleus ( ₹10Cr – ₹25Cr), offering multi-asset solutions with five distinct risk profiles.

Soumya Rajan, the founder and CEO of Waterfield Advisors, said that,” Waterfield Advisors, a wealth management firm, has developed a discretionary platform for HNIs and family offices who want to minimize their time commitment and involvement in portfolio decisions. The platform is designed to be agile and responsive, so that clients can take advantage of investment opportunities as soon as they arise. The firm is “thrilled” to have developed a platform that meets the needs of its clients. He said that the platform “acts like an outsourced investment office” for clients, and that it “leverages meticulous agility in portfolio execution to minimize opportunity loss arising due to delayed action.”

The Discretionary platform will be headed by Shantanu Bhargava, Managing Director, Head of Discretionary Investment Services, Waterfield Advisors, an industry veteran with over 20 years of experience, along with his team of experts.

Highlighting his vision behind this proposition, Shantanu said, “There is a noticeable trend in key business locations and client segments towards seeking holistic multi-asset advice on a Discretionary basis. In the new normal environment of lower returns and higher volatility, the opportunity costs will keep accumulating in the non-discretionary model, potentially leading to a serious performance gap over time. Waterfield’s approach of aligning with the client’s interests, when applied on a discretionary basis would result in significantly enhanced portfolio outcomes for clients. I am thrilled to introduce the first true-to-label, open-architecture, Discretionary investment services platform.”

Updated: 23 Jun 2023, 08:35 PM IST