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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
Level 5, No. 501, Prestige Garnet, 36, Ulsoor 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
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
916, PS Arcadia, Level 9, 4A, Camac Street, Kolkata 700016
We help you transform your hard-earned wealth into a multi-generational legacy with our internationally awarded impartial and independent investment advisory.
Drawing on extensive resources and expertise of top investment advisors in India, we advise across the full range of asset classes – both domestic and global.
We believe that sustainability is the single biggest factor affecting the way we interact with companies today and that it will not only drive returns, but also determine which companies succeed over the long term.
Markets are dynamic. Our monthly insights assist you equip with the latest trends in an ever- changing market, navigate volatility & help you plan for what’s next.
Stay on top of your investments & keep an eye on macro-economic indicators, sectoral trends, corporate results, and capital market developments that might impinge on your portfolio, with our timely event updates.
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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.
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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.
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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:
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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
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
From experienced partners at the forefront of
today's financial trends and beyond.
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
Level 5, No. 501, Prestige Garnet, 36, Ulsoor 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
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
916, PS Arcadia, Level 9, 4A, Camac Street, Kolkata 700016
