Chetan Palta, CFA

I am a Director – Listed Investments at Waterfield Advisors, managing the North and East region and working closely with Family Offices, Ultra High Net Worth Individuals, and Corporate Treasuries to design and manage tailored, outcome-driven investment portfolios. My approach is anchored in understanding client objectives, liquidity needs, risk tolerance, and governance frameworks, and translating them into well-researched, suitability-driven solutions. I advise across global equities, fixed income, commodities, currencies, and real-asset opportunities, with recommendations spanning tailored investment solutions across Mutual Funds, ETFs, PMS, AIFs, Structured Products, Direct Equities, Bonds, REITs, InvITs, and other suitable instruments. As part of the Investment Committee, I contribute to forming our views across asset classes and markets, translating these into actionable guidance for client portfolios. I also collaborate closely with fund managers and investment teams, conduct regular market outlook discussions and product deep-dives with my RMs to ensure portfolios remain aligned with evolving macroeconomic and market conditions. I was honoured with the Aditya Birla Capital Pride Award for exemplary performance in FY 2020–21. I hold an MBA from one of India’s top five business schools and am a CFA charterholder. I believe strong investment outcomes are built on trust, discipline, and clarity—especially in an increasingly complex global investment environment.