Founder Mindset Meets

philosophy

Augmenting entrepreneurial success into a lasting legacy

Wealth advisory customised for entrepreneurs. The Founders Circle is designed to help you manage your wealth efficiently across all stages of your entrepreneurial lifecycle — from pre- to post-liquidity, and beyond – and build collaborative relationships within the community.

“This platform is built to secure the founders' legacy for future generations.”

Pivoting from Hustle
to Patience

Having worked closely with some of India’s unicorn startup founders, we realise that the journey from seed to product market fit to scale demands a relentless growth mindset and a strong risk appetite. Simultaneously, as your wealth creation journey witnesses exponential growth, new challenges arise that require a diametrically opposite temperament. Managing your wealth demands a shift from hustle to patience.

Founders Circle by Waterfield Advisors was born from these challenges, offering a holistic suite of wealth management offerings and an exclusive networking platform. We stand beside you to grow your wealth with the same care and purpose that shaped your business.

To know more about the services, Contact us

The Two Pillars of Founders Circle

Financial Stewardship

Pre-liquidity solutions

Access to Capital

Post-liquidity financial advisory

Circle of Influence

Events and Experiences

Knowledge Series

Influence Platform

Founders Community

EXPERTISE

Let our
expertise
guide you

Build an enduring legacy through a holistic suite of wealth management offerings and exclusive community building.

At each stage of a founder’s growth journey, financial clarity and wealth maximisation are crucial touchstones for continued success. As your trusted advisors, we focus on streamlining holding structures to ensure that proceeds flow efficiently to promoters. We also consolidate the value of similar businesses and intangible assets, delink non-core businesses, and drive the corporatization process, ensuring that your enterprise is positioned to realise its fullest potential and legacy.

Access a robust network of PE/VC fund managers, banks, NBFCs, venture debt companies, and family offices. Beyond facilitation, we offer strategic insights and uncover capital-raising opportunities that align with your ambitions. In the intricate landscape of funding, we serve as your guiding compass, ensuring you have the financial fuel needed to propel your venture forward and achieve your business goals.

Impartial, conflict-free and independent advice tailored to your unique situation. Across asset classes, portfolio managers, and global markets, we ensure that all your financial assets work in harmony with your business goals. Our advisory services are designed to align with your current stage of growth, helping you build a robust financial foundation that supports your continued success and positions you for future opportunities.

We are at the brink of an unprecedented inter-generational wealth transfer, and the stakes are high. At Founders Circle, we guide you through the complex process of wealth transfer, ensuring that your hard-earned assets are passed onto the next generation in an organised and tax-efficient manner. We work closely with you and your family to draft wills, establish trust structures, and create a family constitution that reflects your values and vision.

Access a diverse range of alternative investments, including direct investments, private equity/venture capital opportunities, and India’s leading Fund of Funds. These options allow you to diversify your portfolio and mitigate risk, positioning your wealth for long-term growth in a rapidly evolving market landscape.

Align your passion for giving with strategic, data-driven insights that maximise your impact. Our expertise in individual and family philanthropy, as well as CSR, ensures that your charitable efforts are outcome-oriented and resonate with your core values. We assist you in partnering with the best organisations within the ecosystem, helping you make a lasting difference in the causes that matter most to you.

Circle of Influence

Be a part of an exclusive Founders-only community and share insights with like-minded visionaries. Access curated events, experiences, knowledge sessions, and a wealth of resources designed for enhancing your financial acumen. Members are also invited as keynote speakers at select events to develop their thought leadership in the industry.

offerings

What makes us right for you?

Waterfield is India’s leading independent multi-family office and wealth advisory firm. Founded by Soumya Rajan, we have amassed over a decade of experience serving UHNIs and HNIs on assets worth $4.5Bn.