menu
(₹ 100 CR & ABOVE)

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

menu-arrow
(₹ 5 CR TO ₹ 100 CR)

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
close
Contact Us

Your legacy awaits



Topic of Enquiry*:




How did you discover Waterfield?









*Kindly note that this form does not operate as a job portal, and the HR Team will not receive information regarding your candidature
btn arrow
Follow Us
linkedin youtube twitter instagram
Offices

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

Bengaluru

Level 5, No. 501, Prestige Garnet, 36, Ulsoor Road, Bengaluru – 560042

SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Chennai

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001

SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa

1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

Kolkata

916, PS Arcadia, Level 9, 4A, Camac Street, Kolkata 700016

SEBI Office: L&T Chambers, 3rd Floor, 16 Camac Street, Kolkata - 700017, West Bengal

Gujarat

GA-04, Block15, Ground Floor, Pragya Accelerator, Rd 1C, Gift City, Gandhinagar - 382355, Gujarat

Client Centric

Philosophy

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.

philosophy
Story

10 years of setting new highs within and beyond wealth management

Waterfield Advisors is India’s leading independent Multi-Family Office and Wealth Advisory Firm. Established in 2011, we advise on over USD 4.3 Billion of assets on behalf of several prominent Indian business families whom we serve from 9 offices in India.

Built on the fundamentals of trust, integrity, and transparency, Waterfield was one of the first boutique financial services firms, in the country, to introduce and pioneer the concept of investment advisory in wealth management.

Drawing from decades of experience in private banking, Soumya Rajan, Founder and CEO, recognized the need of delivering holistic services to the UHNI community without any conflict of interest. Thus, Waterfield Advisors was set up as India’s first pure financial advisory company taking on established banks and financial institutions that considered distribution as a norm in wealth management.

The Waterfield Way

Our edge that adds to your wealth

Our advice is driven by absolute integrity. We are motivated by our clients’ best interests.

Domain Expertise

btn arrow
The Waterfield Way

Tailor-made to achieve your financial goal

Domain Expertise

The decades of industry experience garnered by our team of experts make our insights truly bespoke and valuable for our clients.

close
The Waterfield Way

Tailor-made to achieve your financial goal

Hyper-personalisation

Serving several Ultra-High Net Worth families has taught us that each family is unique and requires a highly-personal approach to wealth advisory.

close
The Waterfield Way

Tailor-made to achieve your financial goal

Data Driven

Advice backed by deep data analytics helps us filter out countless low yield strategies.

close
The Waterfield Way

Tailor-made to achieve your financial goal

Open Architecture

Our advisory model opens the whole world of investing for our clients and gives them the flexibility to explore and analyse all the available investment options.

close
The Waterfield Way

Tailor-made to achieve your financial goal

0% Conflict

As one of India’s leading multi-family offices, our advice is driven by absolute integrity. We are motivated by our clients’ best interests and not by commissions of product manufacturers.

close
The Waterfield Way

Tailor-made to achieve your financial goal

Technology Led

Digital transformation and automation govern our operations and processes, as we extensively use disruptive tech and AI innovations to serve our clients efficiently and with a high-degree of accuracy.

close
The Waterfield Way

Tailor-made to achieve your financial goal

Strictly Allocators

Our operating model allows us to evaluate products and strategies based only on merit because advice that is backed by merit and not personal gain will always work in a client’s favour.

close
Responsible Investing

Our responsible vision for a better tomorrow

As a capital allocator, Waterfield strives to be the preferred partner in the transition to sustainable finance and is committed to integrating ESG considerations, which allows it to make better long-term investment decisions for its clients. By becoming a signatory of UNPRI, we join over 3,000 other global members who have agreed to put into practice six principles for responsible investing, Waterfield hopes to act as a beacon for other financial services companies in India allocators and to promote sustainable investing.

Explore ESG
investing
pressclub

What the press
has been saying

semi circle
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

waterfield advisors pvt ltd

Asian Private Banker Awards 2024

Soumya Rajan - Leading Wealth Manager - India

waterfield advisors pvt ltd

Chambers High Net Worth Guide

Leading Wealth Management Firm - India

waterfield advisors pvt ltd

Chambers High Net Worth Guide

Best Private Bank for Family Office

waterfield advisors pvt ltd

The Asset Triple A Private Capital Awards

Best Domestic Independent Wealth Manager - Highly Commended

waterfield advisors pvt ltd

Asian Private Banker Awards 2023

Best External Asset Manager - India

waterfield advisors pvt ltd

Wealth Briefing Asia Awards

Best Marketing Campaign - Asia Pacific

waterfield advisors pvt ltd

Wealth Briefing Asia Awards

Best for Philanthropic Services in India

waterfield advisors pvt ltd

Asiamoney Private Banking Awards 2023 by Euromoney

India's Growth Champions

waterfield advisors pvt ltd

Economic Times & Statista

Soumya Rajan- Women Entrepreneur of the year

waterfield advisors pvt ltd

Financial Express AWE Awards

FT 500 High-Growth Companies, Asia-Pacific

waterfield advisors pvt ltd

Financial Times & Statista

Best Private Bank for Family Office in India

waterfield advisors pvt ltd

The Asset Triple A Private Capital Awards

Best Client Communications Strategy

waterfield advisors pvt ltd

WealthBriefingAsia EAM Awards 

2nd for Philanthropic Advice in India

waterfield advisors pvt ltd

Euromoney Private Banking Survey

Leading Private Wealth Firm – India

waterfield advisors pvt ltd

Chambers High Net Worth Guide

Soumya Rajan - Forbes W-Power 2021

waterfield advisors pvt ltd

Forbes India

Soumya Rajan - Outstanding Private Banker

waterfield advisors pvt ltd

Private Banker International Awards 2021

Best Private Bank for Philantropy in India

waterfield advisors pvt ltd

The Asset Triple A Private Capital Awards 2021

Best Boutique Private Bank in India

waterfield advisors pvt ltd

The Asset Triple A Private Capital Awards, 2021

Best for UHNW - India

waterfield advisors pvt ltd

Asia Money Private Banking Awards, 2021

Best Domestic Private Bank - India

waterfield advisors pvt ltd

Wealth Briefing Asia Awards, 2021

Best Client Facing Digital Innovation - Pan Asia

waterfield advisors pvt ltd

Wealthe Briefing Asia Awards 2021

Best Marketing & PR Campain - Pan Asia

waterfield advisors pvt ltd

Wealthe Briefing Asia Awards 2021

Great Places to Work Certified, 2021

waterfield advisors pvt ltd

Great Places to Work Institude

Excellence in Industry Led Automation, 2020

waterfield advisors pvt ltd

UIPath Automation Excellence Awards

Best Boutique Private Bank - India

waterfield advisors pvt ltd

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

Best for UHNW - India

waterfield advisors pvt ltd

Asia Money Private Banking Awards, 2020

Best for Wealth Transfer/Succession Planning - India

waterfield advisors pvt ltd

Asia Money Private Banking Awards, 2020

Best Family Office Overall

waterfield advisors pvt ltd

Global Private Banking Innovation Awards, 2020

Outstanding Client Experience In Wealth Management

waterfield advisors pvt ltd

Global Private Banking Innovation Awards, 2020

Best Governance Services for Families - Asia

waterfield advisors pvt ltd

Wealth Briefing Asia Awards, 2020

Best Domestic Private Bank - India

waterfield advisors pvt ltd

Wealth Briefing Asia Awards, 2020

Best Private Bank For Succession Planning

waterfield advisors pvt ltd

Global Private Banking Innovation Awards, 2020

Most Innovative Business Model

waterfield advisors pvt ltd

Global Private Banking Innovation Award, 2020

Best Private Bank – HNWIs

waterfield advisors pvt ltd

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

Best Boutique Private Bank

waterfield advisors pvt ltd

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

Best Domestic Private Banking Service - India

waterfield advisors pvt ltd

Wealth Briefing Asia Awards, 2019

Outstanding Contribution by Women In Wealth Management in Asia - Company

waterfield advisors pvt ltd

Wealth Briefing Asia Awards, 2019

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

waterfield advisors pvt ltd

Asian Private Banker, 2018

India's Best Boutique Wealth Manager - Rising Star

waterfield advisors pvt ltd

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

Outstanding Wealth Manager - Customer Relationship Service And Engagement

waterfield advisors pvt ltd

Global Wealth Summit And Awards, 2018

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

waterfield advisors pvt ltd

Global Wealth Summit And Awards, 2018

Best Family Office - India

waterfield advisors pvt ltd

Wealth And Money Management Awards, 2018

Nominated as Best Firm for Estate Planning & Philanthropy

waterfield advisors pvt ltd

Wealth Briefing Asia Awards, 2018

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

waterfield advisors pvt ltd

Asian Private Banker, 2018

Contact Us

Your legacy awaits



Topic of Enquiry*:




How did you discover Waterfield?









arrow arrow
*Kindly note that this form does not operate as a job portal, and the HR Team will not receive information regarding your candidature
Follow Us
linkedin youtube twitter instagram
Follow Us
linkedin youtube twitter instagram
Offices

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

Bengaluru

Level 5, No. 501, Prestige Garnet, 36, Ulsoor Road, Bengaluru – 560042

SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Chennai

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001

SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa

1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

Kolkata

916, PS Arcadia, Level 9, 4A, Camac Street, Kolkata 700016

SEBI Office: L&T Chambers, 3rd Floor, 16 Camac Street, Kolkata - 700017, West Bengal

Gujarat

GA-04, Block15, Ground Floor, Pragya Accelerator, Rd 1C, Gift City, Gandhinagar - 382355, Gujarat