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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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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

159, 1st Floor, Wework, Platina Tower, MG Rd, Gurugram, Haryana - 122002

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

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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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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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PEVC
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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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

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Private Banker International Awards 2021

Best Private Bank for Philantropy in India

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The Asset Triple A Private Capital Awards 2021

Best Boutique Private Bank in India

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The Asset Triple A Private Capital Awards, 2021

Best for UHNW - India

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Asia Money Private Banking Awards, 2021

Best Domestic Private Bank - India

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Wealth Briefing Asia Awards, 2021

Best Client Facing Digital Innovation - Pan Asia

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Wealthe Briefing Asia Awards 2021

Best Marketing & PR Campain - Pan Asia

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Wealthe Briefing Asia Awards 2021

Great Places to Work Certified, 2021

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Great Places to Work Institude

Excellence in Industry Led Automation, 2020

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UIPath Automation Excellence Awards

Best Boutique Private Bank - India

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

Best for UHNW - India

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Asia Money Private Banking Awards, 2020

Best for Wealth Transfer/Succession Planning - India

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Asia Money Private Banking Awards, 2020

Best Family Office Overall

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Global Private Banking Innovation Awards, 2020

Outstanding Client Experience In Wealth Management

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Global Private Banking Innovation Awards, 2020

Best Governance Services for Families - Asia

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Wealth Briefing Asia Awards, 2020

Best Domestic Private Bank - India

waterfield advisors pvt ltd

Wealth Briefing Asia Awards, 2020

Best Private Bank For Succession Planning

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Global Private Banking Innovation Awards, 2020

Most Innovative Business Model

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Global Private Banking Innovation Award, 2020

Best Private Bank – HNWIs

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

Best Boutique Private Bank

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

Best Domestic Private Banking Service - India

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Wealth Briefing Asia Awards, 2019

Outstanding Contribution by Women In Wealth Management in Asia - Company

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Wealth Briefing Asia Awards, 2019

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

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Asian Private Banker, 2018

India's Best Boutique Wealth Manager - Rising Star

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

Outstanding Wealth Manager - Customer Relationship Service And Engagement

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Global Wealth Summit And Awards, 2018

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

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Global Wealth Summit And Awards, 2018

Best Family Office - India

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Wealth And Money Management Awards, 2018

Nominated as Best Firm for Estate Planning & Philanthropy

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Wealth Briefing Asia Awards, 2018

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

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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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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