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Investment Advisory

Independent and impartial advice tailored to your needs

Independent and Impartial, As one of India’s leading investment advisors, we not only focus on your priorities but also make it a point to connect to every facet of your wealth. We believe in ensuring you make the best of your wealth.

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.

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