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(ABOVE 10$ MILLION)

Holistic & unbiased advice to protect & grow your wealth

Personalized succession plan crafted for an enduring legacy

Rich insights to govern the functioning of your family's affairs

Impact driven solutions to support the causes you care about

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(1$-10$ MILLION)

Independent and impartial advice tailored to your needs

Ensuring seamless migration of your wealth

Helping you navigate the complexities of giving

Access to trusted insights and your wealth 24x7

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Tailor made to achieve your financial goals
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Offices

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

We Work – Noida C-001/A2, Sector 16B, Noida, UP - 201301

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

815, 8th Floor, The Estate, Regus Business Centre, Dickenson Road, Bengaluru - 560042

SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Centre A, 8th Floor, Alapatt Heritage Building, MG Road, Kochi - 682035

SEBI Office: 6th Floor, Finance Tower, Kaloor, Kochi - 682017

Tailor made to achieve your financial goals
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Tailor made to achieve your financial goals
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Tailor made to achieve your financial goals
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Solutions

Helping you
create an
enduring legacy

Wealth Advisory is beyond just building a portfolio. By serving some of India's most prominent business families since 2011, we have learnt the importance of taking a holistic, global yet personalised approach to meeting our clients' needs.

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today's financial trends and beyond.

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PEVC
PODCAST

Waterfield's Fund of Funds Special

This week on PaisaVaisa, Host Anupam Gupta is joined by Rohan Paranjpey - Head - Alternative Investments, Waterfield Advisors where they discuss a very interesting product called 'Fund of Funds (FoF)'.

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Soumya Rajan
Founder & CEO
Soumya Rajan
Awards
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

award

Private Banker International Awards 2021

Best Private Bank for Philanthropy in India

award

The Asset Triple A Private Capital Awards 2021

Best Boutique Private Bank in India

award

The Asset Triple A Private Capital Awards 2021

Best for UHNW in India

award

Asia Money Private Banking Awards, 2021

Best Domestic Private Bank - India

award

Wealth Briefing Asia Awards 2021

Best Client Facing Digital Innovation - Pan Asia

award

Wealth Briefing Asia Awards 2021

Best Marketing & PR Campaign - Pan Asia

award

Wealth Briefing Asia Awards 2021

Great Places to Work Certified, 2021

award

Great Places to Work Institute

Excellence in Industry Led Automation, 2020

award

UiPath Automation
Excellence Awards

Best Boutique Private
Bank - India

award

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

A Best for UHNW - India

award

Asia Money Private Banking
Awards, 2020

Best for Wealth Transfer/Succession Planning - India

award

Asia Money Private Banking
Awards, 2020

Best Family Office Overall

award

Global Private Banking
Innovation Awards, 2020

Outstanding Client Experience In Wealth Management

award

Global Private Banking
Innovation Awards, 2020

Best Governance Services
for Families - Asia

award

Wealth Briefing Asia Awards, 2020

Best Domestic Private
Bank - India

award

Wealth Briefing Asia Awards, 2020

Best Private Bank For Succession Planning

award

Global Private Banking
Innovation Awards, 2020

Most Innovative Business Model

award

Global Private Banking
Innovation Awards, 2020

Best Private Bank
– HNWIs

award

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

Best Boutique Private
Bank

award

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

Best Domestic Private
Banking Service - India

award

Wealth Briefing Asia Awards, 2019

Outstanding Contribution by Women In Wealth Management in Asia - Company

award

Wealth Briefing Asia Awards, 2019

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

award

Asian Private Banker,
2018

India's Best Boutique Wealth Manager - Rising Star

award

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

Outstanding Wealth Manager - Customer Relationship Service And Engagement

award

Global Wealth Summit
And Awards, 2018

Highly commended - Outstanding Private Bank - South Asia & Best Family Office

award

Global Wealth Summit & Awards, 2018

Best Family Office - India

award

Wealth And Money
Management Awards, 2018

Nominated as Best Firm for Estate Planning & Philanthropy

award

Wealth Briefing Asia Awards, 2018

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

award

Asian Private Banker,
2018

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What the press
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If ethics and integrity
drive you, Look no further

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

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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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Contact

Your legacy awaits



Topic of Enquiry*:


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Follow Us
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Offices

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

We Work – Noida C-001/A2, Sector 16B, Noida, UP - 201301

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

815, 8th Floor, The Estate, Regus Business Centre, Dickenson Road, Bengaluru - 560042

SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Centre A, 8th Floor, Alapatt Heritage Building, MG Road, Kochi - 682035

SEBI Office: 6th Floor, Finance Tower, Kaloor, Kochi - 682017