India is roughly 3% of the world’s equity market value. Most Indian family portfolios hold 100% of it.

Mumbai, 7th September 2026: Waterfield Advisors, a Wealth Advisory firm and multi-family office, today expanded its international offering with two GIFT City-based outbound Alternative Investment Funds.

The Waterfield Global Opportunity Fund invests across international equities, commodities and global themes; the Waterfield Global Fixed Income Fund invests across global fixed income. Both are active and research-driven, and both give a client a global multi-asset, diversified allocation rather than a single-country or single-theme bet, the same discipline these families already apply to their domestic portfolios, that is an advisory approach to global investing rather than a product one. The funds are solutions for clients building global exposure, and the firm’s fee-only, conflict-free model applies unchanged across borders.

The firm’s case for going international rests on arithmetic rather than sentiment. India accounts for close to 3% of world equity market capitalisation, which makes a wholly domestic portfolio an overweight of more than thirty times to a single country. Entire profit pools (semiconductors, large-scale AI infrastructure, global pharmaceutical innovation, aerospace) have no meaningful listed presence in India and cannot be bought at home at any price. At the same time, an Indian family’s operating business, real estate and listed holdings usually ride the same domestic cycle and the same currency, while education, travel and succession increasingly create hard-currency obligations. Waterfield’s guidance to family offices is a minimum 10% strategic allocation to global assets, held permanently and rebalanced systematically; a floor sized to matter, since anything smaller cannot offset a domestic drawdown or fund dollar liabilities at any useful scale.

GIFT City is what makes that allocation practical. Indian investors have long had the permission to invest abroad (the Liberalised Remittance Scheme allows $250,000 per person each financial year) but deployed directly it lands in a self-managed brokerage account with no research process, no risk framework and no rebalancing discipline. A GIFT City fund changes the unit of account from a transaction to a portfolio: a single vehicle on Indian soil under an Indian regulator, operating in foreign currency, with independent custody, third-party administration and one set of documentation across the family and no need for offshore entities, foreign trustees or overseas administrators.

Soumya Rajan, Founder and CEO of Waterfield Advisors, said: “Our clients have often asked how to meaningfully participate in global market allocations without losing governance and transparency. Our GIFT City platform answers that question with institutional-grade global investing capabilities, for resident Indian investors.”

Riddhiman Jain, Managing Director and Head of Investment Strategy & Solutions, added: “The world is becoming increasingly interconnected, and Indian investors should have the opportunity to participate in that growth. Our objective is simple — to make global diversification thoughtful, disciplined and accessible.”

For more information, please visit www.waterfieldadvisors.com

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