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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.

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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.

Cultural diversification meets investment diversification

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Your legacy awaits

Topic of Enquiry*:

Personal Wealth Advisory
($1 Million to $10 Million)
Family Office Advisory
($10 Million & Above)

How did you discover Waterfield?

Search Engine
(Google, Bing, etc)
Ad on Emirates Airlines
Fortune India - Waterfield Rich List
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(LinkedIn, Youtube, etc)
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(Forbes, Moneycontrol, etc)
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Insight with
Integrity

Trust, integrity, and transparency form the bedrock of our wealth advisory platform and inspire us to do the right thing for our clients every day.

Investing in a
Growing India

Invest in the world's fastest growing economy with India's leading wealth advisory firm.

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$6.5 Trillion GDP

Will make India the 3rd largest economy in the world by 2030.

3rd Largest Ecosystem

There are 105 unicorns in the Indian startup ecosystem.

1.5 Billion

Average daily digital transactions expected by 2025.

9c/GB Of Data

India has the lowest cost of 1GB data in the world, enabling strong digital economy

750 Million

Internet users in the country expected to reach 1 billion by 2030.

Among Top 2 Performing Market

In 10 of the last 18 years (compared to major world equity markets)

$583 Billion

India’s current foreign exchange reserves

OFFERINGS

Let our expertise guide you

Our services have two clear objectives: the preservation of family wealth and the management of family assets.

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Investment Advisory

Listed investments
Alternative Investments
ESG and Impact Investments
Philanthropy

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Fiduciary Services

Tax Planning
Structuring Solutions
Jurisdiction Selection
Regulatory Committee

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02

Analytics & Reports

Proprietary Risk Analysis
Diagnostic Analysis
Waterfield Mobile App

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03

Trusted Insights

Monthly Market Outlook
Economic Reports
Product Notes

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04

Awards

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 Domestic Independent Wealth Manager

Asian Private Banker Awards 2024

Soumya Rajan - Leading Wealth Manager - India

Chambers High Net Worth Guide

Leading Wealth Management Firm - India

Chambers High Net Worth Guide

Best Private Bank for Family Office

The Asset Triple A Private Capital Awards

Best Domestic Independent Wealth Manager - Highly Commended

Asian Private Banker Awards 2023

Best External Asset Manager - India

Wealth Briefing Asia Awards

Best Marketing Campaign - Asia Pacific

Wealth Briefing Asia Awards

Best for Philanthropic Services in India

Asiamoney Private Banking Awards 2023 by Euromoney

India's Growth Champions

Economic Times & Statista

Soumya Rajan- Women Entrepreneur of the year

Financial Express AWE Awards

FT 500 High-Growth Companies, Asia-Pacific

Financial Times & Statista

Best Private Bank for Family Office in India

The Asset Triple A Private Capital Awards

Best Client Communications Strategy

WealthBriefingAsia EAM Awards

2nd for Philanthropic Advice in India

Euromoney Private Banking Survey

Leading Private Wealth Firm – India

Chambers High Net Worth Guide

Soumya Rajan - Forbes W-Power 2021

Forbes India

Soumya Rajan - Outstanding Private Banker

Private Banker International Awards 2021

Best Private Bank for Philantropy in India

The Asset Triple A Private Capital Awards 2021

Best Boutique Private Bank in India

The Asset Triple A Private Capital Awards, 2021

Best for UHNW - India

Asia Money Private Banking Awards, 2021

Best Domestic Private Bank - India

Wealth Briefing Asia Awards, 2021

Best Client Facing Digital Innovation - Pan Asia

Wealthe Briefing Asia Awards 2021

Best Marketing & PR Campain - Pan Asia

Wealthe Briefing Asia Awards 2021

Great Places to Work Certified, 2021

Great Places to Work Institude

Excellence in Industry Led Automation, 2020

UIPath Automation Excellence Awards

Best Boutique Private Bank - India

The Asset Triple A Private Capital Awards for Private Banks, Wealth & Investment Bank Advisers, Solutions and Index Providers 2020

Best for UHNW - India

Asia Money Private Banking Awards, 2020

Best for Wealth Transfer/Succession Planning - India

Asia Money Private Banking Awards, 2020

Best Family Office Overall

Global Private Banking Innovation Awards, 2020

Outstanding Client Experience In Wealth Management

Global Private Banking Innovation Awards, 2020

Best Governance Services for Families - Asia

Wealth Briefing Asia Awards, 2020

Best Domestic Private Bank - India

Wealth Briefing Asia Awards, 2020

Best Private Bank For Succession Planning

Global Private Banking Innovation Awards, 2020

Most Innovative Business Model

Global Private Banking Innovation Award, 2020

Best Private Bank – HNWIs

The Asset Triple A Private Banking, Wealth Management, Investment and ETF Awards 2019

Best Boutique Private Bank

The Asset Triple A Private Banking, Wealth Management, Investment and ETF Awards 2019

Best Domestic Private Banking Service - India

Wealth Briefing Asia Awards, 2019

Outstanding Contribution by Women In Wealth Management in Asia - Company

Wealth Briefing Asia Awards, 2019

Asia's Best Wealth Manager - Investment Advisory One To Watch - Wealth Manager - India Domestic

Asian Private Banker, 2018

India's Best Boutique Wealth Manager - Rising Star

Private Banking, Wealth Management, Investment And ETF Awards, 2018

Outstanding Wealth Manager - Customer Relationship Service And Engagement

Global Wealth Summit And Awards, 2018

Highly Commended - Outstanding Private Bank - South Asia Highly Commended - Best Family Office Offering

Global Wealth Summit And Awards, 2018

Best Family Office - India

Wealth And Money Management Awards, 2018

Nominated as Best Firm for Estate Planning & Philanthropy

Wealth Briefing Asia Awards, 2018

Highest Average AUM per RM among Domestic Wealth Management Firms. Overall Second in India, 2018.

Asian Private Banker, 2018

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to give you a better experience. By using our website you agree to our policies.

Your legacy awaits

Watch our Emirates Ad Film

Over $4.5Bn assets managed

Helping you create an enduring legacy

Cultural diversification meets investment diversification

Your legacy awaits

Insight with Integrity

Investing in a Growing India

$6.5 Trillion GDP

3rd Largest Ecosystem

1.5 Billion

9c/GB Of Data

750 Million

Among Top 2 Performing Market

$583 Billion

0

01

02

03

04

Recognition driven by

Results

Best Domestic Independent Wealth Manager

Soumya Rajan - Leading Wealth Manager - India

Leading Wealth Management Firm - India

Best Private Bank for Family Office

Best Domestic Independent Wealth Manager - Highly Commended

Best External Asset Manager - India

Best Marketing Campaign - Asia Pacific

Best for Philanthropic Services in India

India's Growth Champions

Soumya Rajan- Women Entrepreneur of the year

FT 500 High-Growth Companies, Asia-Pacific

Best Private Bank for Family Office in India

Best Client Communications Strategy

2nd for Philanthropic Advice in India

Leading Private Wealth Firm – India

Soumya Rajan - Forbes W-Power 2021

Soumya Rajan - Outstanding Private Banker

Best Private Bank for Philantropy in India

Best Boutique Private Bank in India

Best for UHNW - India

Best Domestic Private Bank - India

Best Client Facing Digital Innovation - Pan Asia

Best Marketing & PR Campain - Pan Asia

Great Places to Work Certified, 2021

Excellence in Industry Led Automation, 2020

Best Boutique Private Bank - India

Best for UHNW - India

Best for Wealth Transfer/Succession Planning - India

Best Family Office Overall

Outstanding Client Experience In Wealth Management

Best Governance Services for Families - Asia

Best Domestic Private Bank - India

Best Private Bank For Succession Planning

Most Innovative Business Model

Best Private Bank – HNWIs

Best Boutique Private Bank

Best Domestic Private Banking Service - India

Outstanding Contribution by Women In Wealth Management in Asia - Company

Asia's Best Wealth Manager - Investment Advisory One To Watch - Wealth Manager - India Domestic

India's Best Boutique Wealth Manager - Rising Star

Outstanding Wealth Manager - Customer Relationship Service And Engagement

Highly Commended - Outstanding Private Bank - South Asia Highly Commended - Best Family Office Offering

Best Family Office - India

Nominated as Best Firm for Estate Planning & Philanthropy

Highest Average AUM per RM among Domestic Wealth Management Firms. Overall Second in India, 2018.

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Watch our
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Insight with
Integrity

Investing in a
Growing India