Information only. Not advice, not a marketplace.
126 clients · 11 months · INP000007818
| 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 | 11 months |
Strategies
Open a strategy, then add up to four to Compare.
Showing 13 of 13 strategies
Age: 11 months · Sparse · 11 mo
Sparse track recordNeeds 12 months
-13.22
Needs 12 months
Needs 12 months
Needs 12 months
55.56
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Age: 11 months · Sparse · 11 mo
Sparse track recordNeeds 12 months
-11.94
Needs 12 months
Needs 12 months
Needs 12 months
55.56
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Age: 11 months · Sparse · 11 mo
Sparse track recordNeeds 12 months
-8.50
Needs 12 months
Needs 12 months
Needs 12 months
66.67
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Age: 11 months · Sparse · 11 mo
Sparse track recordNeeds 12 months
-0.84
Needs 12 months
Needs 12 months
Needs 12 months
55.56
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Age: 11 months · Sparse · 11 mo
Sparse track recordNeeds 12 months
-7.93
Needs 12 months
Needs 12 months
Needs 12 months
88.89
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Age: 11 months · Sparse · 11 mo
Sparse track recordNeeds 12 months
-7.48
Needs 12 months
Needs 12 months
Needs 12 months
88.89
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Age: 11 months · Sparse · 11 mo
Sparse track recordNeeds 12 months
-4.15
Needs 12 months
Needs 12 months
Needs 12 months
66.67
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Age: 9 months · Sparse · 9 mo
Sparse track recordNeeds 12 months
-2.00
Needs 12 months
Needs 12 months
Needs 12 months
88.89
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Age: 8 months · Sparse · 8 mo
Sparse track recordNeeds 12 months
0.00
Needs 12 months
Needs 12 months
Needs 12 months
75.00
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Age: 6 months · Sparse · 6 mo
Sparse track recordNeeds 12 months
0.00
Needs 12 months
Needs 12 months
Needs 12 months
83.33
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Age: 5 months · Sparse · 5 mo
Sparse track recordNeeds 12 months
0.00
Needs 12 months
Needs 12 months
Needs 12 months
100.00
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Needs 12 months
-1.12
Needs 12 months
Needs 12 months
Needs 12 months
33.33
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Age: 1 months · Sparse · 1 mo
Sparse track recordNeeds 12 months
Needs 3 months
Needs 12 months
Needs 12 months
Needs 12 months
Needs 3 months
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
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
- How do I compare a WATERFIELD FINANCIAL AND INVESTMENT ADVISORS Private Limited PMS with others?
- Open a strategy and check the filing month and how long the track is. CAGR needs at least 12 filed months. Add two to four strategies on Compare, on the same month, then export a pack. Know Your PMS is research only. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Learn more