Client Centric
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.
15 years of setting new highs within and beyond wealth management
Waterfield Advisors is an Independent Multi-Family Office and Wealth Advisory Firm. Since our inception in 2011, we have been providing advisory services to several prominent Indian business families whom we serve from 10 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 and HNI 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.
Our edge that adds to your wealth
Our advice is driven by absolute integrity. We are motivated by our clients’ best interests.
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 Sustainability considerations, which allows it to make better long-term investment decisions for its clients. As a trusted wealth advisory firm, Waterfield aspires to serve as a beacon for financial services companies and capital allocators in India, championing responsible stewardship and advancing the adoption of sustainable investing practices.
What the press has been saying
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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.
Soumya Rajan - Forbes 50 over 50
Forbes Global
Your legacy awaits
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