Waterfield Advisors opens two GIFT City funds for Indian investors chasing global markets
What's the deal? Waterfield Advisors has launched two outbound Alternative Investment Funds from GIFT City, giving Indian investors a pooled route to international markets. The Waterfield Global Opportunity FundDealroom has a profile for this one. Try Dealroom → targets international equities, commodities, and global themes; the Waterfield Global Fixed Income FundDealroom has a profile for this one. Try Dealroom → focuses on global debt.
What's the endgame? The wealth advisory firm wants investors to add international exposure alongside their existing Indian portfolios, not replace them. Both funds follow an active, research-driven approach.
Why now? Waterfield noted India accounts for about 3% of global equity market capitalization, leaving Indian-only portfolios exposed to a single market and currency. It flagged semiconductors, AI infrastructure, aerospace, and global pharmaceuticals as overseas opportunities, and recommends family offices hold at least 10% in global assets.
The funds sit in Gujarat International Finance Tec-City, operate in foreign currency, and use independent custody and third-party administration.
How it works: Indian residents can already invest overseas directly under the Reserve Bank of IndiaDealroom has a profile for this one. Try Dealroom →'s Liberalized Remittance Scheme, which allows remittances of up to $250,000 per financial year. Waterfield's funds offer a pooled alternative, sparing investors the need to open individual overseas brokerage accounts.
"The funds were launched in response to clients seeking access to global markets while retaining a structured investment and governance framework," said Soumya Rajan, founder and chief executive officer of Waterfield Advisors.
The signal: GIFT City is becoming India's channel for structured outbound capital, packaging global diversification into regulated, foreign-currency vehicles for a market that remains heavily concentrated at home.
Read more: entrepreneurindia.com
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