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NUCLEUS YIELD ENHANCER

Waterfield Financial And Investment Advisors Private Limited

51.15 CR AUM

NUCLEUS YIELD ENHANCER

NUCLEUS YIELD ENHANCER

Waterfield Financial And Investment Advisors Private Limited

51.15 CR AUM

CRISIL Credit Index
Benchmark
0yr 7mo
Age
DEBT
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
CRISIL Credit Index
Benchmark
0yr 7mo
Age
DEBT
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

soumya ranjan

Fund Manager
DEBTStrategies

Soumya is the Founder of Waterfield Advisors, India's largest independent Multi-Family Office and Wealth Advisory company, advising and managing assets of ~US$5bn and working with clients in the areas of global investments, succession planning and strategic philanthropy. Waterfield pioneered Registered Investment Advisory Services in India. A Mathematics major from St Stephen's College, Delhi and Balliol College, Oxford University, Soumya is recognized as one of India's top women in business and is listed in Fortune India's 100 Most Powerful Women 2025 and Forbes India's Women Trailblazers in 2021. Soumya serves as an Independent Director on the Private Equity backed boards of the listed Aavas Financiers and Vishal Mega Mart. She is a nominee on regulatory expert committees set up by the Securities Exchange Board of India (SEBI) for Registered Investment Advisors in India and the International Financial Services Centres Authority (IFSCA) at GIFT City, India for Funds Management. Soumya cares deeply about contributing back to the social sector and serves on the Boards of several non-profit organizations in the education and mental health space.

Soumya is the Founder of Waterfield Advisors, India's largest independent Multi-Family Office and Wealth Advisory company, advising and managing assets of ~US$5bn and working with clients in the areas of global investments, succession planning and strategic philanthropy. Waterfield pioneered Registered Investment Advisory Services in India. A Mathematics major from St Stephen's College, Delhi and Balliol College, Oxford University, Soumya is recognized as one of India's top women in business and is listed in Fortune India's 100 Most Powerful Women 2025 and Forbes India's Women Trailblazers in 2021. Soumya serves as an Independent Director on the Private Equity backed boards of the listed Aavas Financiers and Vishal Mega Mart. She is a nominee on regulatory expert committees set up by the Securities Exchange Board of India (SEBI) for Registered Investment Advisors in India and the International Financial Services Centres Authority (IFSCA) at GIFT City, India for Funds Management. Soumya cares deeply about contributing back to the social sector and serves on the Boards of several non-profit organizations in the education and mental health space.

Purpose

The scheme aims to provide stable, risk-adjusted returns and/or regular income by dynamically investing in investment grade NCDs, Bonds with a limit of 20% in investment in A to BBB rated bonds and optimizing allocation to capture market opportunities, manage interest rate and credit risk, and maintain liquidity and capital preservation for Short- to long-term investors.

Investment Approach v/s Benchmark Metrics

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1M IA return
0.00%
1M benchmark return
0.00%
Alpha
0.00%
1M Wealth multiple
1.00x

Investment Approach v/s Benchmark Performance

2026
2026
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1M IA return
0.00%
1M benchmark return
0.00%
Alpha
0.00%
1M Wealth multiple
1.00x

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