Top wealth management and advisory firm in India |Waterfield Advisors

Solutions

Helping you
create an
enduring legacy

Wealth Advisory is beyond just building a portfolio. By serving some of India’s most prominent families since 2011, we have learnt the importance of taking a holistic, global yet personalised approach to meeting our clients’ needs and are amongst the top financial advisory services in India.

Personal Wealth Management

Take charge of what's your with wealth management solutions for individuals

Ideal Investable Asset

$1-$10 Million

Family Wealth Advisory

Build your empire with wealth management solutions for family

Ideal Investable Asset

Above $10 Million

Vault

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rich insights

From experienced partners at the forefront of
today's financial trends and beyond.

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REPORT

Waterfield-IIC Impact Investing Report

In a first of its kind study, Waterfield Advisors and the India Impact Investors Council (IIC) have come together to present a comprehensive picture of the state of impact investing practices amongst family offices (FOs) and high net-worth individuals (HNIs) in India.

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"The hallmark of our offering is professional and personalised wealth advisory services. Our clients rely on us to work with them on important and deeply personal issues around their financial well-being"

Soumya Rajan

Founder & CEO

Awards

Result-driven

Recognition

Our awards are a matter of great pride to us. Recognition is natural when our services and processes have added significant value to our clients’ lives and businesses.

Soumya Rajan - Outstanding Private Banker

Private Banker International Awards 2021

Best Private Bank for Philantropy in India

The Asset Triple A Private Capital Awards 2021

Best Boutique Private Bank in India

The Asset Triple A Private Capital Awards, 2021

Best for UHNW - India

Asia Money Private Banking Awards, 2021

Best Domestic Private Bank - India

Wealth Briefing Asia Awards, 2021

Best Client Facing Digital Innovation - Pan Asia

Wealthe Briefing Asia Awards 2021

Best Marketing & PR Campain - Pan Asia

Wealthe Briefing Asia Awards 2021

Great Places to Work Certified, 2021

Great Places to Work Institude

Excellence in Industry Led Automation, 2020

UIPath Automation Excellence Awards

Best Boutique Private Bank - India

The Asset Triple A Private Capital Awards for Private Banks, Wealth & Investment Bank Advisers, Solutions and Index Providers 2020

Best for UHNW - India

Asia Money Private Banking Awards, 2020

Best for Wealth Transfer/Succession Planning - India

Asia Money Private Banking Awards, 2020

Best Family Office Overall

Global Private Banking Innovation Awards, 2020

Outstanding Client Experience In Wealth Management

Global Private Banking Innovation Awards, 2020

Best Governance Services for Families - Asia

Wealth Briefing Asia Awards, 2020

Best Domestic Private Bank - India

Wealth Briefing Asia Awards, 2020

Best Private Bank For Succession Planning

Global Private Banking Innovation Awards, 2020

Most Innovative Business Model

Global Private Banking Innovation Award, 2020

Best Private Bank – HNWIs

The Asset Triple A Private Banking, Wealth Management, Investment and ETF Awards 2019

Best Boutique Private Bank

The Asset Triple A Private Banking, Wealth Management, Investment and ETF Awards 2019

Best Domestic Private Banking Service - India

Wealth Briefing Asia Awards, 2019

Outstanding Contribution by Women In Wealth Management in Asia - Company

Wealth Briefing Asia Awards, 2019

Asia's Best Wealth Manager - Investment Advisory One To Watch - Wealth Manager - India Domestic

Asian Private Banker, 2018

India's Best Boutique Wealth Manager - Rising Star

Private Banking, Wealth Management, Investment And ETF Awards, 2018

Outstanding Wealth Manager - Customer Relationship Service And Engagement

Global Wealth Summit And Awards, 2018

Highly Commended - Outstanding Private Bank - South Asia Highly Commended - Best Family Office Offering

Global Wealth Summit And Awards, 2018

Best Family Office - India

Wealth And Money Management Awards, 2018

Nominated as Best Firm for Estate Planning & Philanthropy

Wealth Briefing Asia Awards, 2018

Highest Average AUM per RM among Domestic Wealth Management Firms. Overall Second in India, 2018.

Asian Private Banker, 2018

pressclub

What the press
has been saying

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careers

If ethics and integrity
drive you, Look no further

Some of the most prominent business families in India place their trust in our family office advisory services to manage their wealth. Know what it takes to grow with us.

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waterfield financial and investment advisors private limited

Responsible Investing

Our responsible
vision for a better &
brighter future

As capital allocators, we recognize the impact of our investment advice on the world around us. To that end, we are committed to enabling our clients to allocate their capital in a manner that fully optimises the opportunities and minimizes the risks to various environmental, social, and governance (ESG) factors.

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Helping you create an enduring legacy

Personal Wealth Management

Family Wealth Advisory

Your access to rich insights

Be the first

Waterfield-IIC Impact Investing Report

Result-driven

Recognition

Soumya Rajan - Outstanding Private Banker

Best Private Bank for Philantropy in India

Best Boutique Private Bank in India

Best for UHNW - India

Best Domestic Private Bank - India

Best Client Facing Digital Innovation - Pan Asia

Best Marketing & PR Campain - Pan Asia

Great Places to Work Certified, 2021

Excellence in Industry Led Automation, 2020

Best Boutique Private Bank - India

Best for UHNW - India

Best for Wealth Transfer/Succession Planning - India

Best Family Office Overall

Outstanding Client Experience In Wealth Management

Best Governance Services for Families - Asia

Best Domestic Private Bank - India

Best Private Bank For Succession Planning

Most Innovative Business Model

Best Private Bank – HNWIs

Best Boutique Private Bank

Best Domestic Private Banking Service - India

Outstanding Contribution by Women In Wealth Management in Asia - Company

Asia's Best Wealth Manager - Investment Advisory One To Watch - Wealth Manager - India Domestic

India's Best Boutique Wealth Manager - Rising Star

Outstanding Wealth Manager - Customer Relationship Service And Engagement

Highly Commended - Outstanding Private Bank - South Asia Highly Commended - Best Family Office Offering

Best Family Office - India

Nominated as Best Firm for Estate Planning & Philanthropy

Highest Average AUM per RM among Domestic Wealth Management Firms. Overall Second in India, 2018.

What the press has been saying

If ethics and integrity drive you, Look no further

Our responsible vision for a better & brighter future

Your legacy awaits

Helping you
create an
enduring legacy

Your access to
rich insights

What the press
has been saying

If ethics and integrity
drive you, Look no further

Our responsible
vision for a better &
brighter future