NUCLEUS MULTI ASSET CAPITAL COMPOUNDER
NUCLEUS MULTI ASSET LIFESTYLE MAINTAINER
NUCLEUS YIELD ENHANCER
NUCLEUS EQUITY MULTI CAP ALLOCATOR
NUCLEUS YIELD OPTIMIZER
NUCLEUS MULTI ASSET PURCHASING POWER PRESERVER
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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −5.8% | −5.6% | −0.3% |
| 3 Months | −2.7% | −3.6% | +0.9% |
| 6 Months | +9.5% | +8.1% | +1.4% |
| 1 Year | −0.3% | −2.3% | +2.1% |
|---|
| 2 Years | 0.0% | −3.9% | +3.9% |
|---|
| 3 Years (CAGR) | 0.0% | +9.2% | −9.2% |
|---|
| 4 Years (CAGR) | 0.0% | +11.2% | −11.2% |
|---|
| 5 Years (CAGR) | 0.0% | +8.9% | −8.9% |
|---|
| Since launch | +0.7% | +11.7% | −10.9% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 22-month window · Source: Computed from NAV history
Maximum drawdown: 13.2%
Waterfield Advisors’s story and investment philosophy are on the Waterfield Advisors firm page.
Soumya Rajan
Founder and CEO
Soumya is the Founder and CEO of Waterfield Advisors, which is the largest multi-family office and wealth advisory firm in India. With over 30 years of experience in private banking and wealth advisory, Soumya commenced her career at ANZ Grindlays Bank, which later became Standard Chartered Bank. She worked for 17 years with the Bank in both India and Singapore, with her last role being the head of the Private Banking division of Standard Chartered in India. In 2011, she founded Waterfield Advisors. As one of the earliest advocates of fee-only investment advisory in India, Soumya founded Waterfield on the principles of an alignment of interests with clients in the wealth advisory space. Today, Waterfield advises on financial assets exceeding $5 billion on behalf of India's leading and some of the most iconic business families. She also provides guidance to these families on non-investment issues such as succession planning, corporate and family governance, business strategy, and philanthropy. Soumya's leadership has contributed to Waterfield's reputation as one of India's largest and most-awarded wealth management firms. In recognition of her contributions to the wealth management industry and as an entrepreneur, Soumya has received several awards and honours. She is listed in Forbes 50 Over 50 Global List 2026, and in Fortune India's 100 Most Powerful Women in Business in 2026 and 2025. She was awarded Woman Entrepreneur of the Year (Finance Category) by Financial Express in 2023, featured in Forbes India's Women Trailblazers in 2021, won the Private Banker International's Outstanding Private Banker (Asia Pacific) award in 2021 and has served on the global jury of the Euromoney Global Private Banking Awards in 2023, 2024 and 2025. Soumya serves on two regulatory committees in India: as a member of the Advisory Committee of BASL, the regulatory and supervisory body for Registered Investment Advisors, as designated by SEBI, and as a Member of the Expert Committee for Fund Management for the International Financial Services Centres Authority in GIFT City, India. Soumya also serves as an Independent Director on the Private Equity backed boards of two listed companies, Aavas Financiers and Vishal Mega Mart. Soumya is also a Board member of several non-profit organizations in the education and healthcare sectors. She was awarded the Radhakrishnan Scholarship to study at Oxford University, UK, where she earned her Masters in Mathematics, in addition to holding a B.A (Hons) in Mathematics from St. Stephen's College, Delhi.
Amit Patni
Director
Amit Patni serves as Director at Waterfield Advisors and brings entrepreneurial leadership and strategic governance experience.
Riddhiman Jain
Managing Director and Head of Investment Strategy & Solutions
Riddhiman is a seasoned investment professional with over 15 years of global experience in wealth management, spanning senior leadership roles across Singapore, Hong Kong and India. He most recently served as Executive Director and Head of Investments & Products at UBS Wealth Management India, where he led discretionary and advisory mandates, alternative investments, mutual funds and listed securities across asset classes. Earlier, he was Head of Advisory Solutions for APAC at Credit Suisse, where he scaled the award-winning CS Invest Advisory platform across the region, managing multi-billion-dollar portfolios and driving digital innovation. A CFA charterholder with an M.Sc. in Economics and a B.E. in Electrical and Electronics Engineering from BITS Pilani, Riddhiman has consistently spearheaded differentiated offerings in alternatives, hedge funds and AI-enabled client servicing, while leading cross-border teams to deliver scalable, client-centric investment solutions.
Abhishek Damani
Managing Director & Head – Private Equity & Venture Capital
Abhishek Damani is a Managing Director and Head of Private Equity & Venture Capital in Waterfield Advisors' alternative investments team, where he leads the expansion of the firm's private market capabilities through the development of new offerings such as secondaries and separately managed accounts tailored to the evolving needs of both domestic and global investors. He also plays a pivotal role in advancing Waterfield's Fund of Funds platform, overseeing portfolio construction, due diligence, and strategic engagement with GPs and investors. With more than 10 years of experience across private markets and investment banking in Hong Kong, Singapore and India, Abhishek brings a strong global outlook and deep sector expertise. Prior to joining Waterfield, he was Managing Director and Head of India & Southeast Asia at Quilvest Capital Partners, where he led private equity and venture capital investments across funds, co-investments and secondaries, and helped shape the firm's regional strategy. He began his career in investment banking at Nomura.
Saurabh Arora
Managing Director, CHRO
Saurabh is a senior HR professional with over two decades of experience in financial services. Previously held leadership roles at Russell Investments, Morgan Stanley, JPMorgan Chase, and American Express.
Kartik Kini
Senior Managing Director
With over 25 years of experience, Kartik has worked with Avendus, Deutsche Bank and Merrill Lynch India. He brings strong operational expertise and has led major process and technology transformations.
Subodh Kaistha
Chief Business Officer – Origination & Client Coverage and Wealth Structuring
Subodh spearheads the professionals' segment at Waterfield Advisors, bringing a wealth of expertise and insight from his extensive experience at leading financial institutions, including ICICI Private Wealth and Citi Private Bank. With a holistic approach to client management, Subodh has adeptly managed clients across various dimensions, including investments, business lending, portfolio management services (PMS), and corporate finance. His educational background as an engineer combined with an MBA equips him with a unique perspective and a rigorous analytical approach to wealth management, enabling him to deliver comprehensive and strategic solutions to our clients.
Vivek Rajaraman
Head – Domestic Investment Advisory
Vivek has over two decades of financial services experience and leads Domestic Investment Advisory at Waterfield.
Rohan Paranjpey
Managing Director, Head Alternative Investments
Rohan brings over 11 years of experience spanning global investment banking, startup leadership and early-stage investing.
Nitaa Shivdasani
Managing Director & Head – HERitage
Nitaa Shivdasani is the Managing Director – Client Coverage and Origination at Waterfield Advisors, where she leads the HERitage segment, Waterfield's dedicated wealth advisory proposition for women. In her role, she is responsible for managing and developing relationships with global HNI and UHNI clients, overseeing their portfolios, and driving the firm's growth among a sophisticated client base. Through her leadership of HERitage, Nita has built deep domain expertise in HNI/UHNI advisory, particularly in engaging with women investors. She brings extensive experience in portfolio construction, offshore advisory services, and relationship management, significantly strengthening Waterfield's overall advisory capabilities. Prior to joining Waterfield, Nita held senior roles at ABN Amro and Barclays Wealth in Singapore, serving as Vice President and Director, respectively. She was also instrumental in establishing the private wealth platform at Ambit Capital in India. Nita holds a Master's degree in Business Administration from the Sydenham Institute of Management Studies.
Registration No
INP000007818
Fund Manager
Mr.Arun Prakash Sampath Kumar
Principal Officer
Mr.Arun Prakash Sampath Kumar
Inflow
₹0.00 Cr
Outflow
₹0.00 Cr
Net
₹0.00 Cr
Not reported — complaint data for this strategy isn't available yet.
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Apoorva Rai
Managing Director, Head - Strategy & Planning
Apoorva drives strategic initiatives and operational excellence with nearly two decades of global banking and consulting experience.
Himanshu Maheshwari
Executive Director and Head – Operations & Technology
Himanshu, a Chartered Accountant, has over 20 years of experience working for global wealth management businesses including DSP Merrill Lynch, JM Financials and Julius Baer. Himanshu was also responsible for developing the Managed Services business at Miles Software, a premier wealth management product company. Himanshu is an expert in establishing strong and reliable operations, processes, technology, software applications and financial product implementation.
Tanvi Savla
Managing Director & Head – Family Governance
Tanvi Savla is the Managing Director & Head of Family Governance and Client Coverage, bringing over 19 years of experience across financial journalism, strategy consulting, and private banking. She has worked with leading institutions including India Today, Universal Consulting, Kotak Wealth, and DSP Merrill Lynch, building deep expertise in family governance, relationship management for large families, and UHNW clients. A commerce graduate from Jai Hind College and an MBA in Finance from ENPC, IIS Institute of Management, Kochi, Tanvi blends strategic thinking with practical market insight. At Waterfield, she spearheads the client coverage division, ensuring a seamless experience for clients and leading the firm's efforts in strengthening family governance frameworks and long-term client engagement.
Amarendra Phatak
Managing Director – Origination & Client Coverage
Amarendra Phatak is the Managing Director – Client Origination and Coverage at Waterfield Advisors, bringing over three decades of experience in wealth management and private banking. He plays a pivotal role in driving client acquisition, strengthening existing relationships, and accelerating business growth. Beginning his career in investment and corporate banking, he went on to establish himself as a leader in private banking across domestic and international markets. In his most recent role at Credit Suisse, he managed Ultra High-Net-Worth and High-Net-Worth client relationships, led family office mandates, and structured lending and funding solutions. Over the course of his career, Amarendra has held senior roles at leading institutions including Ambit Group, Deutsche Bank, Societe Generale, and BNP Paribas. He is widely recognized for building high-value client franchises, contributing to business leadership, and enhancing product strategies.
Samina Nalwala
Senior Advisor – Origination & Client Coverage
Samina Nalwala brings over two decades of diverse experience across private banking, treasury management, and financial journalism. Her career reflects a distinctive combination of financial expertise and strategic communication, shaped through leadership roles at leading global and Indian institutions. Prior to joining Waterfield Advisors, she worked with firms such as Anand Rathi Private Wealth, HDFC, and PwC UK, advising high-net-worth individuals and families on wealth preservation and growth, supported by a strong foundation in financial reporting and treasury solutions. Earlier in her career, Samina was a well-recognized face in financial journalism, serving as a news anchor and editor with prominent business news networks including CNBC, BTVI, and NDTV Profit. A Chartered Accountant, she also holds a Bachelor's degree in Business Administration from Nottingham University Business School. At Waterfield Advisors, she leads strategic business development and client origination, driving the firm's engagement with India's ultra-high-net-worth families.
S R Iyer
BoardChairman
S R Iyer is the former Managing Director of the State Bank of India and the First Executive Chairman of the Credit Information Bureau (India) Limited (CIBIL). He is presently on the Boards of a few Indian companies as an Independent Director and is the Chairman of the Infrastructure Finance Credit Committee of Aditya Birla Finance Ltd.
Peter Flavel
BoardDirector
Peter Flavel serves as Director at Waterfield Advisors, bringing global leadership experience in wealth management and private banking.
Mukund Rajan
BoardDirector
Mukund Rajan serves as Director at Waterfield Advisors, contributing extensive corporate leadership and governance expertise.
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