Offerings
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

Tailor made to achieve your financial goals
Services
Tailor made to achieve your financial goals
Services
Tailor made to achieve your financial goals
Services
Contact

Your legacy awaits



Topic of Enquiry*:


Follow Us
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

Tailor made to achieve your financial goals
Services
Tailor made to achieve your financial goals
Services
Tailor made to achieve your financial goals
Services

Going beyond just

Belief

Wealth represents more
than just numbers

We believe that wealth isn’t just limited to your financial assets. Wealth is about how you spend your time, it's about how you interact with your community, it’s the legacy of your family and the responsibility of your future generations.

After helping several families better their relationship with their wealth, we have accumulated countless insights on how to extend the life-cycle of one’s wealth. Allow us to share some of that with you.

Identity

Bridging your purpose,
close to reality

Serving as a central bridge between your vision for your legacy and your present truth is Waterfield. Tall and firm, the bridge offers a solid foundation for enduring relationships to rise upon. A gateway to the future, the bridge leads to newer opportunities and unprecedented success for generations to come. Strong, steadfast and unshakable - today as well as tomorrow, the bridge is where your fortune meets your future.

VALUES

Defining the way
we serve

Compassion
Power of listening

When clients come to us, we first focus on understanding their needs. Everything you say, is heard and given a thoughtful response.

01
Social Responsibility
Giving back to the world

With a tradition of thinking and acting on the principles of social responsibility, sustainability and philanthropy.

02
Technological Innovation
Enabled by Technology

Armed with the ability and drive to relentlessly rethink everything, we use technological innovation at every forefront.

03
Contact

Your legacy awaits



Topic of Enquiry*:


Follow Us
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