Offerings
Financial Planning

Holistic & unbiased advice to protect & grow your wealth

Succession

Personalized succession plan crafted for an enduring legacy

Governance

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

Philanthropy

Impact driven solutions to support the causes you care about

Tailor made to achieve your financial goals
Services
Tailor made to achieve your financial goals
Services
Tailor made to achieve your financial goals
Services
Contact

Your legacy awaits



Topic of Enquiry*:


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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

159, 1st Floor, Wework, Platina Tower, MG Rd, Gurugram, Haryana - 122002

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

Client Centric

Philosophy

Insight with
integrity

Insight is common. Insight that is in the client’s best interest is not. 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.

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 3.6 Billion of assets on behalf of several prominent Indian business families whom we serve from 6 offices in India.

Built on the fundamentals of trust, integrity, and transparency, Waterfield was one of the first 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 for holistic services, to the UHNI community, which were 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

The Waterfield Way

Tailor-made to achieve your financial goal

Domain Expertise

Serving our clients for the past 10 years with no conflict has made us mavens of the wealth advisory space in India.

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.

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.

The Waterfield Way

Tailor-made to achieve your financial goal

Open Architecture

We work with strategic alliances that empower us to improve the allocation and diversification of funds to bring to you an unconstrained investment universe.

The Waterfield Way

Tailor-made to achieve your financial goal

0% Conflict

Our advice is driven by absolute integrity. We are motivated by our clients’ best interests and not by commissions of product manufacturers.

The Waterfield Way

Tailor-made to achieve your financial goal

Technology Led

Digital transformation and automation govern our operations and processes, enabling us to serve our clients efficiently and with a high-degree of accuracy.

The Waterfield Way

Tailor-made to achieve your financial goal

Strictly Allocators

Our 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.

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 to for other financial services companies in India allocators and to promote sustainable investing.

Explore ESG
pressclub

What the press
has been saying

Awards

Result-driven

Recognition

Our awards are a matter of great pride to us. Recognition is natural when our services and processes have added significant value to our clients’ lives and businesses.

Best Domestic Private Bank - India

Wealth Briefing Asia Awards 2021

Best Client Facing Digital Innovation - Pan Asia

Wealth Briefing Asia Awards 2021

Best Marketing & PR Campaign - Pan Asia

Wealth Briefing Asia Awards 2021

Great Places to Work Certified, 2021

Great Places to Work Institute

Excellence in Industry Led Automation, 2020

UiPath Automation
Excellence Awards

Best Boutique Private
Bank - India

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

A Best for UHNW - India

Asia Money Private Banking
Awards, 2020

Best for Wealth Transfer/Succession Planning - India

Asia Money Private Banking
Awards, 2020

Best Family Office Overall

Global Private Banking
Innovation Awards, 2020

Outstanding Client Experience In Wealth Management

Global Private Banking
Innovation Awards, 2020

Best Governance Services
for Families - Asia

Wealth Briefing Asia Awards, 2020

Best Domestic Private
Bank - India

Wealth Briefing Asia Awards, 2020

Best Private Bank For Succession Planning

Global Private Banking
Innovation Awards, 2020

Most Innovative Business Model

Global Private Banking
Innovation Awards, 2020

Best Private Bank
– HNWIs

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

Best Boutique Private
Bank

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

Best Domestic Private
Banking Service - India

Wealth Briefing Asia Awards, 2019

Outstanding Contribution by Women In Wealth Management in Asia - Company

Wealth Briefing Asia Awards, 2019

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

Asian Private Banker,
2018

India's Best Boutique Wealth Manager - Rising Star

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

Outstanding Wealth Manager - Customer Relationship Service And Engagement

Global Wealth Summit
And Awards, 2018

Highly commended - Outstanding Private Bank - South Asia & Best Family Office

Global Wealth Summit & Awards, 2018

Best Family Office - India

Wealth And Money
Management Awards, 2018

Nominated as Best Firm for Estate Planning & Philanthropy

Wealth Briefing Asia Awards, 2018

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

Asian Private Banker,
2018

Contact

Your legacy awaits



Topic of Enquiry*:


Follow Us
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

159, 1st Floor, Wework, Platina Tower, MG Rd, Gurugram, Haryana - 122002

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