Learn
Nucleus "Multi-Asset" Purchasing Power Preserver
Waterfield Financial And Investment Advisors Private Limited
50.00 CR AUM
Nucleus "Multi-Asset" Purchasing Power Preserver
Waterfield Financial And Investment Advisors Private Limited
50.00 CR AUM
NSE Multi Asset Index 2
Benchmark
3yr 3mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
0.5% if redeemed before 18 months
Exit Load
NSE Multi Asset Index 2
Benchmark
3yr 3mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
0.5% if redeemed before 18 months
Exit Load

soumya ranjan
Fund Manager
MULTI_ASSETStrategies
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
Purchasing Power Preserver will be a conservative portfolio with an Objective of beating inflation on a real return basis. Asset allocation would be conservative.
Investment Approach v/s Benchmark Metrics
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
3.90%
1M benchmark return
5.64%
Alpha
-1.74%
1M Wealth multiple
1.04x
Investment Approach v/s Benchmark Performance
2026
2026
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
3.90%
1M benchmark return
5.64%
Alpha
-1.74%
1M Wealth multiple
1.04x
Similar Investment Approaches
360 One Mandate - Balanced
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)
₹5,057.94 Cr
MA
360 One Mandate - Aggressive
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)
₹2,225.14 Cr
MA
Kotak Evolv Plus Asset Allocation Investment Approach
Kotak Mahindra Asset Management Company Ltd
₹1,193 Cr
MA
Infinity Core Approach
Nuvama Asset Management Limited
₹1,105.05 Cr
MA
360 One Mandate - Conservative
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited)
₹1,073.91 Cr
MA
