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(ABOVE 10$ MILLION)

Holistic & unbiased advice to protect & grow your wealth

Personalized succession plan crafted for an enduring legacy

Rich insights to govern the functioning of your family's affairs

Impact driven solutions to support the causes you care about

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(1$-10$ MILLION)

Independent and impartial advice tailored to your needs

Ensuring seamless migration of your wealth

Helping you navigate the complexities of giving

Access to trusted insights and your wealth 24x7

Exclusive Strategies
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Tailor made to achieve your financial goals
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Tailor made to achieve your financial goals
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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

We Work – Noida C-001/A2, Sector 16B, Noida, UP - 201301

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

Global Family Office Advisory

Culture Meets
Investment

Purpose

Invest in a resilient economy

India is among the most preferred investment destinations of the emerging world. In light of the continued reform momentum, long-term demand drivers, and favorable earnings growth prospects, India has seen consistently high inflows of foreign funds flows in recent years. A push for structural reforms and trade actions should support growth and enable ease of trade & investment over the long horizon, propelling India to become the third-largest global economy by 2030. While India must continue to improve productivity, global competitiveness and catalyze sustainable impact to lift the lives of millions, it provides tremendous opportunities and holds immense promise for investments, business, and philanthropy.

Why
India?

687 Million
Internet Users
GDP of
$6.5 Trillion

by 2030 will make india the 3rd largest economy in the world

No. 2
Performing Market

in 11 of the last 18 years (compared to major world equity markets)

#142 to
#77

India rose 65 ranks in 'Ease of doing Business' rankings in 4 years

$200 Billion

E-tail opportunity by 2025. Market share expected to grow from 4% to 11%

$583 Billion

India's current foreign exchange reserves

40 Million
Middle class people
$1 Trillion

Manufacturing opportunities by 2025

Why
India?

687 Million
Internet Users
GDP of
$6.5 Trillion

by 2030 will make india the 3rd largest economy in the world

No. 2
Performing Market

in 11 of the last 18 years (compared to major world equity markets)

#142 to
#77

India rose 65 ranks in 'Ease of doing Business' rankings in 4 years

$200 Billion

E-tail opportunity by 2025. Market share expected to grow from 4% to 11%

$583 Billion

India's current foreign exchange reserves

40 Million
Middle class people
$1 Trillion

Manufacturing opportunities by 2025

Offerings

Our award-winning services

Investment Advisory

Drawing on the extensive resources, expertise and technology

Listed investments

Alternative Investments

ESG and Impact Investments

Philanthropy

01
Trusted Insights

Access Waterfield’s trusted insights and thought leadership

Monthly market outlook

Economic Reports

Product Notes

02
Analytics and Reports

Our sophisticated analytics platform for risk analysis, reporting, manager selection

Proprietary Risk Analysis

Diagnostic Analysis

Waterfield Mobile App

03
Fiduciary Services

Clients benefit from advice across a full range of tax efficient structures and investments

Tax Planning

Structuring Solutions

Jurisdiction Selection

Regulatory Compliance

04
Philanthropy and Social Impact

Structured, Sustainable and Impactful

Philanthropy in India holds immense promise in the 21st century: giving is growing with a lot more structure, gaining visibility and effecting much needed change across India.

Despite the growing significance and scale of philanthropy, India has 172 million people living below the global poverty line of USD 1.90 per day and 600 million people are at risk due to climate change.

The opportunity

Philanthropic spending in India is close to USD 95 billion per annum. The country's vibrant development sector plays an essential role in disseminating this philanthropic capital through 3.2 million nonprofits, 2 million social enterprises, several universities, incubators and think tanks. Collectively, these organizations catalyze social and environmental impact at scale.

The Waterfield way

Waterfield's Philanthropy and Impact Advisory works across the impact spectrum, from venture philanthropy to CSR to innovative finance and impact investment. THe team provides multi-dimensional insights to manage our complexity of giving, bridging the gap between the need and the opportunity, thereby catalysing sustainable impact in the lives of millions.

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





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From beliefs to culture

The best in the industry, radicalizing wealth advisory.

Offshore Investments

Elegant Network
for Global

Solutions
Explore Offshore Investments
Contact

Your legacy awaits



Topic of Enquiry*:


arrow
Follow Us
linkedin
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

We Work – Noida C-001/A2, Sector 16B, Noida, UP - 201301

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