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Waterfield is the trusted partner of choice for global UHNIs and HNIs planning to invest in India.
India is one of the last large markets that is waiting to be truly discovered.
THE WATERFIELD WAY
Over $4.5Bn assets managed
Waterfield has pioneered the concept of unbiased wealth and multi-family office advisory in India.
Helping you create an enduring legacy
By serving some of India’s most prominent families since 2011, we have learnt the importance of taking a holistic, global yet personalized approach to meeting our clients’ needs.
AS SEEN IN
OFFERINGS
Let our expertise guide you
Our services have two clear objectives: the preservation of family wealth and the management of family assets.
Investment Advisory
- Listed investments
- Alternative Investments
- ESG and Impact Investments
- Philanthropy
01
Fiduciary Services
- Tax Planning
- Structuring Solutions
- Jurisdiction Selection
- Regulatory Committee
02
Analytics & Reports
- Proprietary Risk Analysis
- Diagnostic Analysis
- Waterfield Mobile App
03
Trusted Insights
- Monthly Market Outlook
- Economic Reports
- Product Notes
04
Recognition driven by
Results
Our awards are a matter of great pride for us. Recognition is natural when our services and processes have added significant value to our clients’ lives and businesses.
Best for Sustainability in India
Euromoney Private Banking Survey
Wealth Managers Spotlight - Waterfield Advisors
Chambers High Net Worth Guide
Wealth Managers Spotlight - Soumya Rajan
Chambers High Net Worth Guide
Soumya Rajan for Most Powerful Women in Business in India
Fortune India
2025
2024
2023
2022
2021
2020
2019
2018
