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*:


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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

Impartial and
Independent

FINANCIAL PLANNING

Extending the life cycle of your Family’s Wealth

We help you with impartial and independent advice across asset classes, portfolio managers and geographic regions.

In our endeavour to ensure that all your assets work in harmony with your financial goals, we assist you with products that match your risk profile and lays a foundation in your portfolio to deliver alpha. Our technology-led portfolio analytics give you a full picture of your investments in a nutshell!

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It becomes essential to look beyond traditional investments in the ever-changing market dynamics. Our Alternative Investment services leverage our relationships with high-performing private companies and top-quartile PE/VC funds to bring synergistic deals and investment opportunities to our clients.

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A globally diversified portfolio—one that puts its eggs in many different baskets—tends to be better positioned to weather large year-on-year market gyrations and provide a more stable set of returns over time. At Waterfield, we work with top global asset management companies in major markets to bring a variety of investment opportunities to our clients.

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Leveraging our extensive research in automation and technology platforms, we provide our clients with real-time insights about their portfolio 24x7. We believe that our clients’ wealth should not just be accessible but also understandable. Our Mobile App and monthly reports on performance and risk help our clients better interact with their wealth.

We undertake periodic valuations of our clients’ real estate portfolio and harmonise it with the clients’ overall financial portfolio. Asset management and maintenance form a natural progression to our real estate advisory ensuring holistic management of a client’s real estate portfolio.

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





Vault

From beliefs to culture

The best in the industry, radicalizing wealth advisory.

Succession

A vision to
shape a great

Legacy
Explore Succession
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