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
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
142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021
7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018
SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051
18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301
SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023
Level 5, No. 501, Prestige Garnet, 36, Ulsoor 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
Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001
SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa
1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006
SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051
916, PS Arcadia, Level 9, 4A, Camac Street, Kolkata 700016
SEBI Office: L&T Chambers, 3rd Floor, 16 Camac Street, Kolkata - 700017, West Bengal
GA-04, Block15, Ground Floor, Pragya Accelerator, Rd 1C, Gift City, Gandhinagar - 382355, Gujarat
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 App 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.
Our bespoke services to bring your authentic vision to life.
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
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
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:
Coming Soon
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
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
From experienced partners at the forefront of
today's financial trends and beyond.
142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021
7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018
SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051
18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301
SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023
Level 5, No. 501, Prestige Garnet, 36, Ulsoor 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
Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001
SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa
1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006
SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051
916, PS Arcadia, Level 9, 4A, Camac Street, Kolkata 700016
SEBI Office: L&T Chambers, 3rd Floor, 16 Camac Street, Kolkata - 700017, West Bengal
GA-04, Block15, Ground Floor, Pragya Accelerator, Rd 1C, Gift City, Gandhinagar - 382355, Gujarat
