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.

Story

10 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 7 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

Hyper-personalisation

Data Driven

Open Architecture

0% Conflict

Technology Led

Strictly Allocators

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.

Technology Led Open Architecture

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.

Domain Expertise 0% Conflict

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.

0% Conflict Technology Led

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.

Domain Expertise Strictly Allocators

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.

Hyper-personalisation Data Driven

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.

Data Driven Domain Expertise

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.

Open Architecture Domain Expertise

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.

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What the press
has been saying

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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.

Wealth Managers Spotlight - Soumya Rajan

Chambers High Net Worth Guide

Wealth Managers Spotlight

Waterfield Advisors - Chambers High Net Worth Guide

Best Private Bank for Family Office

India at The Asset Triple A Private Capital Awards

Best Domestic Wealth Manager (India)

WealthBriefingAsia & Greater China Awards

Best Domestic Independent Wealth Manager

Asian Private Banker Awards

Soumya Rajan - Leading Wealth Manager - India

Chambers High Net Worth Guide

Leading Wealth Management Firm - India

Chambers High Net Worth Guide

Best Private Bank for Family Office

The Asset Triple A Private Capital Awards

Best Domestic Independent Wealth Manager - Highly Commended

Asian Private Banker Awards

Best External Asset Manager - India

Wealth Briefing Asia Awards

Best Marketing Campaign - Asia Pacific

Wealth Briefing Asia Awards

Best for Philanthropic Services in India

Asiamoney Private Banking Awards 2023 by Euromoney

India's Growth Champions

Economic Times & Statista

Soumya Rajan- Women Entrepreneur of the year

Financial Express AWE Awards

FT 500 High-Growth Companies, Asia-Pacific

Financial Times & Statista

Best Private Bank for Family Office in India

The Asset Triple A Private Capital Awards

Best Client Communications Strategy

WealthBriefingAsia EAM Awards

2nd for Philanthropic Advice in India

Euromoney Private Banking Survey

Leading Private Wealth Firm – India

Chambers High Net Worth Guide

Soumya Rajan - Forbes W-Power 2021

Forbes India

Soumya Rajan - Outstanding Private Banker

Private Banker International Awards 2021

Best Private Bank for Philantropy in India

The Asset Triple A Private Capital Awards 2021

Best Boutique Private Bank in India

The Asset Triple A Private Capital Awards, 2021

Best for UHNW - India

Asia Money Private Banking Awards, 2021

Best Domestic Private Bank - India

Wealth Briefing Asia Awards, 2021

Best Client Facing Digital Innovation - Pan Asia

Wealthe Briefing Asia Awards 2021

Best Marketing & PR Campain - Pan Asia

Wealthe Briefing Asia Awards 2021

Great Places to Work Certified, 2021

Great Places to Work Institude

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

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 Award, 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

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

Global Wealth Summit And Awards

Best Family Office - India

Wealth And Money Management Awards

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

Services

Bespoke solutions to
suit your purpose

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Careers

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Your legacy awaits

Insight with integrity

10 years of setting new highs within and beyond wealth management

Our edge that adds to your wealth

Tailor-made to achieve your financial goal

Tailor-made to achieve your financial goal

Tailor-made to achieve your financial goal

Tailor-made to achieve your financial goal

Tailor-made to achieve your financial goal

Tailor-made to achieve your financial goal

Tailor-made to achieve your financial goal

Our responsible vision for a better tomorrow

What the press has been saying

Recognition driven by

Results

Wealth Managers Spotlight - Soumya Rajan

Wealth Managers Spotlight

Best Private Bank for Family Office

Best Domestic Wealth Manager (India)

Best Domestic Independent Wealth Manager

Soumya Rajan - Leading Wealth Manager - India

Leading Wealth Management Firm - India

Best Private Bank for Family Office

Best Domestic Independent Wealth Manager - Highly Commended

Best External Asset Manager - India

Best Marketing Campaign - Asia Pacific

Best for Philanthropic Services in India

India's Growth Champions

Soumya Rajan- Women Entrepreneur of the year

FT 500 High-Growth Companies, Asia-Pacific

Best Private Bank for Family Office in India

Best Client Communications Strategy

2nd for Philanthropic Advice in India

Leading Private Wealth Firm – India

Soumya Rajan - Forbes W-Power 2021

Soumya Rajan - Outstanding Private Banker

Best Private Bank for Philantropy in India

Best Boutique Private Bank in India

Best for UHNW - India

Best Domestic Private Bank - India

Best Client Facing Digital Innovation - Pan Asia

Best Marketing & PR Campain - Pan Asia

Great Places to Work Certified, 2021

Excellence in Industry Led Automation, 2020

Best Boutique Private Bank - India

Best for UHNW - India

Best for Wealth Transfer/Succession Planning - India

Best Family Office Overall

Outstanding Client Experience In Wealth Management

Best Governance Services for Families - Asia

Best Domestic Private Bank - India

Best Private Bank For Succession Planning

Most Innovative Business Model

Best Private Bank – HNWIs

Best Boutique Private Bank

Best Domestic Private Banking Service - India

Outstanding Contribution by Women In Wealth Management in Asia - Company

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

India's Best Boutique Wealth Manager - Rising Star

Outstanding Wealth Manager - Customer Relationship Service And Engagement

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

Best Family Office - India

Nominated as Best Firm for Estate Planning & Philanthropy

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

Your legacy awaits

Insight with
integrity

What the press
has been saying