(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

(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

Exclusive Strategies
Tailor made to achieve your financial goals
Services
Tailor made to achieve your financial goals
Services
Tailor made to achieve your financial goals
Services
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Your legacy awaits



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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

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

Understand what makes
your wealth

Move
Analytics & Reports

Access to trusted insights and your wealth 24x7

Rich insights that enable effective decision making

Classic Portfolio Theory only identifies ‘Market Risk’. At Waterfield, we go beyond just market risk and analyse personal & aspirational risk so that you don’t just maintain your current lifestyle, but also enhance it.

Track portfolio performance with respect to different benchmarks across various asset classes and time periods to provide comprehensive analytics & reporting solutions to our clients.

We are capital allocators & not product distributors. Waterfield’s ongoing evaluation across asset classes & periodic evaluation with empaneled partners enables us to review and rebalance our clients’ portfolios based on selected market conditions.

The Waterfield Mobile was awarded the ‘Best Client Facing Digital Innovation in Asia in 2021’. Experience a lightning-fast platform that tells you all about your wealth as well as insights that help you make better investment decisions.

Case Study

The legacies we build

Our bespoke services to bring your authentic vision to life.

Pharmaceuticals
Promoter family of a listed pharmaceutical company

This case study pertains to a listed company in the pharma space. The business is run by a third-generation family member. The firm has a professional management team, business interests across the globe and members of the family are amongst the top billionaires in India.

Coming Soon
Information Technology
Promoter of a listed IT Company

This case study pertains to the Promoter of a listed company in the Information Technology space. The Promoter is a first-generation entrepreneur, who has come into significant wealth over the past twenty-five years.

Coming Soon
Consumer Appliances
Single Family Office

This case study pertains to a Single-Family Office whose assets have been generated through the Promoter holdings of the family in one of India’ largest consumer appliance companies that was founded by the principal of the family office. The brand was sold to a foreign company in its entirety. Out of the proceeds received from the exit of the Company, the family carved out three portions of capital for the following:

  • Deployment in new group company businesses
  • Financial portfolio
  • Unlisted investments
Coming Soon
Pharmaceuticals
Large Listed Rubber Chemicals Family

This case study pertains to the various issues that arose for the Promoter of a large, listed rubber chemicals company after a family business separation. As a part of the family settlement, the Promoter needed to obtain access to a substantial amount of funds.

With many multi-layer entities being split between the family, the Promoter also needed to re-structure his various holdings / interests to simplify operations and be able to access the wealth in a tax-efficient manner.

Coming Soon
FMCG
Single Family Office

This case study pertains to an ultra-high net worth family that has diverse businesses in the FMCG space. The family was in need to bring all its affairs under one roof and hence leveraged Waterfield’s expertise to set up a single-family office. Our team was responsible for executing the set-up, incorporating a family constitution and put in place a succession plan.

Coming Soon





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From beliefs to culture

The best in the industry, radicalizing wealth advisory.

Investment Advisory

Financial Advice
as unique

as you
Explore Investment Advisory
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