Waterfield Financial And Investment Advisors Private Limited • Debt
Nucleus Yield Optimizer is a debt portfolio management service (PMS) strategy run by Waterfield Financial And Investment Advisors Private Limited, launched on 17 Sep 2025. It manages ₹2.66 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹2.66 Cr
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹2.66 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
17/09/2025
Trailing Returns
Trailing returns
Period
Return
1 Month
+0.79%
Since Inception
+1.26%
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.