Available period: Aug_2026
As of Aug_2026
CAGR is Not reported below 12 filed months. Age is months with 1M returns, not calendar age. Missing AUM is unfiled in SEBI Table B, not a site bug.
| About the PMS | Details |
|---|---|
| Registration No. | INP000007818 |
| Date of Registration | 2023-02-14 |
| Registered since | 3 yr 7 mo |
| Principal Officer | Mr.Arun Prakash Sampath Kumar |
| Principal Officer Email | arun.prakash@waterfieldadvisors.com |
| Contact Number | 000-022-66210700 |
| Compliance Officer | Mrs.Shilpa Dadhich |
| Compliance Email | shilpa.dadhich@waterfieldadvisors.com |
| Address | 142 Maker Chamber VI ,220 Jamnalal Bajaj Marg Nariman Point,MUMBAI, MAHARASHTRA,INDIA,400021 |
| Age | 3 yr 4 mo |
Clients
AUM (cr)
Strategy
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Showing 13 of 13 strategies
Age: 11 months · Sparse · 11 mo
Sparse track recordAUM (cr)
Age: 11 months · Sparse · 11 mo
Sparse track recordAUM (cr)
Age: 11 months · Sparse · 11 mo
Sparse track recordAUM (cr)
Age: 11 months · Sparse · 11 mo
Sparse track recordAUM (cr)
Age: 11 months · Sparse · 11 mo
Sparse track recordAUM (cr)
Age: 11 months · Sparse · 11 mo
Sparse track recordAUM (cr)
Age: 11 months · Sparse · 11 mo
Sparse track recordAUM (cr)
Age: 9 months · Sparse · 9 mo
Sparse track recordAUM (cr)
Age: 8 months · Sparse · 8 mo
Sparse track recordAUM (cr)
Age: 6 months · Sparse · 6 mo
Sparse track recordAUM (cr)
Age: 5 months · Sparse · 5 mo
Sparse track recordAUM (cr)
AUM (cr)
Age: 1 months · Sparse · 1 mo
Sparse track recordCore metrics not reported yet for this strategy. Open scorecard
WATERFIELD FINANCIAL AND INVESTMENT ADVISORS Private Limited performance FAQ
How we show this firm's returns and risk on Know Your PMS.
- How has WATERFIELD FINANCIAL AND INVESTMENT ADVISORS Private Limited performed?
- WATERFIELD FINANCIAL AND INVESTMENT ADVISORS Private Limited PMS performance on Know Your PMS is shown as standardized strategy scorecards from SEBI month-end TWRR filings — CAGR, max drawdown, and risk-adjusted metrics when enough months are reported (latest filing month Aug_2026). Learn more
- Where do WATERFIELD FINANCIAL AND INVESTMENT ADVISORS Private Limited returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings for listed strategies. We do not invent zeros for unfiled months. Learn more
- How many WATERFIELD FINANCIAL AND INVESTMENT ADVISORS Private Limited strategies are listed?
- 13 strategies are currently listed. Open each strategy scorecard for CAGR, drawdown, and track-record detail. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Learn more