About Services Vault Careers
Waterfield
search
search close
Contact close
Overview Leadership Brand Story Pressclub ESG
menu
(ABOVE 10$ MILLION)
Family Wealth Advisory
Financial Planning

Holistic & unbiased advice to protect & grow your wealth

Succession

Personalized succession plan crafted for an enduring legacy

Governance

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

Philanthropy

Impact driven solutions to support the causes you care about

menu-arrow
(1$-10$ MILLION)
Personal Wealth Management
Investment Advisory

Independent and impartial advice tailored to your needs

Estate Plan & Wealth Transfer

Ensuring seamless migration of your wealth

Philanthropy & Impact

Helping you navigate the complexities of giving

Analytics & Reports

Access to trusted insights and your wealth 24x7

Exclusive Strategies
Fund of Funds
Global Family Office Advisory
Setting Up a Family Office
Smart Beta
fund investment
Tailor made to achieve your financial goals
Services
Tailor made to achieve your financial goals
Services
fund investment
Tailor made to achieve your financial goals
Services
close
Contact

Your legacy awaits



Topic of Enquiry*:


btn arrow
Follow Us
linkedIn
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

desk search
fund investment
Tailor made to achieve your financial goals
Services
Tailor made to achieve your financial goals
Services
fund investment
Tailor made to achieve your financial goals
Services
About
Personal Wealth Management (1$ - 10$ Mn)
Family Wealth Advisory (Above 10$ Mn)
Exclusive Strategies
Vault
Careers
Contact
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.

Wealth management firms
Personal Wealth Management

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

Ideal Investable Asset
$1-$10 Million
Wealth management companies
Family Wealth Advisory

Build your empire with wealth management solutions for family

Ideal Investable Asset
Above $10 Million
Vault

Your access to
rich insights

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

Explore Vault arrow

Be the first

Get our insights delivered straight to your inbox.
Discover the wisdom behind wealth.

arrow

Thank you for subscribing to Waterfield.

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.

Explore
Soumya Rajan
Founder & CEO
Soumya Rajan
semi circle
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

waterfield advisors pvt ltd

Private Banker International Awards 2021

Best Private Bank for Philantropy in India

waterfield advisors pvt ltd

The Asset Triple A Private Capital Awards 2021

Best Boutique Private Bank in India

waterfield advisors pvt ltd

The Asset Triple A Private Capital Awards, 2021

Best for UHNW - India

waterfield advisors pvt ltd

Asia Money Private Banking Awards, 2021

Best Domestic Private Bank - India

waterfield advisors pvt ltd

Wealth Briefing Asia Awards, 2021

Best Client Facing Digital Innovation - Pan Asia

waterfield advisors pvt ltd

Wealthe Briefing Asia Awards 2021

Best Marketing & PR Campain - Pan Asia

waterfield advisors pvt ltd

Wealthe Briefing Asia Awards 2021

Great Places to Work Certified, 2021

waterfield advisors pvt ltd

Great Places to Work Institude

Excellence in Industry Led Automation, 2020

waterfield advisors pvt ltd

UIPath Automation Excellence Awards

Best Boutique Private Bank - India

waterfield advisors pvt ltd

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

Best for UHNW - India

waterfield advisors pvt ltd

Asia Money Private Banking Awards, 2020

Best for Wealth Transfer/Succession Planning - India

waterfield advisors pvt ltd

Asia Money Private Banking Awards, 2020

Best Family Office Overall

waterfield advisors pvt ltd

Global Private Banking Innovation Awards, 2020

Outstanding Client Experience In Wealth Management

waterfield advisors pvt ltd

Global Private Banking Innovation Awards, 2020

Best Governance Services for Families - Asia

waterfield advisors pvt ltd

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

waterfield advisors pvt ltd

Global Private Banking Innovation Awards, 2020

Most Innovative Business Model

waterfield advisors pvt ltd

Global Private Banking Innovation Award, 2020

Best Private Bank – HNWIs

waterfield advisors pvt ltd

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

Best Boutique Private Bank

waterfield advisors pvt ltd

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

Best Domestic Private Banking Service - India

waterfield advisors pvt ltd

Wealth Briefing Asia Awards, 2019

Outstanding Contribution by Women In Wealth Management in Asia - Company

waterfield advisors pvt ltd

Wealth Briefing Asia Awards, 2019

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

waterfield advisors pvt ltd

Asian Private Banker, 2018

India's Best Boutique Wealth Manager - Rising Star

waterfield advisors pvt ltd

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

Outstanding Wealth Manager - Customer Relationship Service And Engagement

waterfield advisors pvt ltd

Global Wealth Summit And Awards, 2018

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

waterfield advisors pvt ltd

Global Wealth Summit And Awards, 2018

Best Family Office - India

waterfield advisors pvt ltd

Wealth And Money Management Awards, 2018

Nominated as Best Firm for Estate Planning & Philanthropy

waterfield advisors pvt ltd

Wealth Briefing Asia Awards, 2018

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

waterfield advisors pvt ltd

Asian Private Banker, 2018

pressclub

What the press
has been saying

Explore Pressclub btn arrow Download Media Kit btn arrow
careers

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.

View Open Position
wealth advisor soumya rajan waterfield financial and investment advisors private limited investment advisor india wealth office advisor
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.

Explore ESG arrow.svg
Contact

Your legacy awaits



Topic of Enquiry*:


arrow
Follow Us
linkedin
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