Discretionary
Investment
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 - ₹10 Cr to ₹25 Cr)
Model Portfolios
Multi-Asset Solutions
5 Distinct Risk Profiles
Customized
(Ideal Investable Assets - ₹25 Cr to ₹100 Cr)
Tactical Asset Allocation
Customizable Multi-Asset Solutions
5 Distinct Risk Profiles
Outsourced CIO
(Ideal Investable Assets - Above ₹100 Cr)
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
Your access to rich insights
From experienced partners at the forefront of today's financial trends and beyond.
Discuss how this fits your portfolio
Share what you hold today and what you are looking for, and our investment team will take it from there.
*Kindly note that this form does not operate as a job portal, and the HR Team will not receive information regarding your candidature
