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As India’s leading multi-family office and boutique advisory firm, we uphold peerless standards to unify all parts of your financial life and grow your wealth far into the future.

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VIDEO

Waterfield Annual Offsite Goa 2022

Check out our Official Aftermovie of our Let's circle back offsite

View video transcript
EQUALITY

Diversity, Equity and Inclusion (DEI) Policy

Waterfield Advisors is committed to fostering a diverse, equitable, and inclusive workplace where every individual is valued, respected, and provided with equal opportunities. We ensure a fair, merit-based approach in recruitment or employment without any discrimination directly or indirectly. We are committed to upholding a culture of inclusion, transparency, and fairness, ensuring that all employees feel empowered to contribute to our shared vision.

Our DEI Policy

Download Waterfield DEI Policy
VALUES

The tryst with Integrity

Wealth Advisory discusses significantly about integrity. Waterfield brings it to practice. It means different things in differing situations and yet our people are the successful flagbearers of upholding this mighty word through performance.

Heroic sense of ownership

Willingness to step-up, make hard decisions and go the extra mile

No conflict of interest

All loyalties resting with the goals of the client

Relentless commitment to ethics

Fanatical intolerance for mediocre standards

Personal and practical

Understanding the interplay of business and family dynamics

We place our trust in the team

None of us can be as great as all of us

The rock of reliability

Seizing every opportunity to build confidence

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Don't wait for the knock

Take this opportunity to apply if you don't see an opening of your choice. Tell us why you are interested.

Careers

Build your career at Waterfield

Browse our current openings, or send your CV to our HR team and we will be in touch if there is a fit.

View Open Positions

Or write to us at careers@waterfieldadvisors.com

General Contact

+91 22 6621 0700

+91 75338 83388

info@waterfieldadvisors.com

Career

careers@waterfieldadvisors.com

Media

marketing@waterfieldadvisors.com

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Offices

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

Worldmark 6, 3rd Floor, Gateway District, Aerocity, New Delhi, 110037

14th & 18th Floor, Berger Delhi One, Sector 16B, Noida, Gautam Budh Nagar – 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

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

1004, Regus Alacrity Business Center, Levana Cyber Heights, Vibhuti Khand, Gomti Nagar, Lucknow 226010

The Landmark Hotel, 10, The Mall, Kanpur – 208001

Insight with integrity

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waterfield financial and investment advisors private limited

SEBI Registration No
INA000001811
CIN No
U74900MH2012PTC234921
PMS REGISTRATION NO
INP000007818

Waterfield Foundation

CIN NO
U85300MH2023NPL397067

Waterfield Sponsor LLP

LLPIN
ABZ-9314

WATERFIELD INTERNATIONAL IFSC PRIVATE LIMITED

CIN No
U66190GJ2023PTC146493
IFSCA Reg No
IFSCA/FME/II/2025-26/174

Complaint Redressal Officer

Ms. Sweeti Suthar

[email protected]

Complaint Redressal Appellate Officer

Biplab Bhattacharya

[email protected]

Contact No:
+91 22 6621 0700

Waterfield Fund Managers Private Limited

CIN No
U65990MH2020PTC340389
FOF I
IN/AIF2/21-22/0876 (Category 2 AIF)
Name of the Fund Manager
Waterfield Fund Managers Private Limited
FOF II
IN/AIF2/23-24/1275 (Category 2 AIF)
Name of the Fund Manager
Waterfield Fund Managers Private Limited
Co-PMS
INP000008288

waterfield advisors private limited

CIN No
U74120MH2011PTC220601

Status of complaints

Beginning of the month: Nil

Received this month: Nil

Resolved during the month: Nil

Pending at the end of the month: Nil

Reason for pendency: N.A.

Principal Officer

Mr. Subodh Kaistha
Non-Individual Investment Advisor

Mr. Arun Prakash
Non-Individual Investment Advisor (PMS)

principal.officer@waterfieldadvisors.com
+91 22 6621 0700

Compliance & Grievance Officer

Ms. Darshana Bhutak

compliance@waterfieldadvisors.com

Investor Grievance

investor.grievance@waterfieldadvisors.com

Contact No:
+91 22 6621 0700

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