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(ABOVE 10$ MILLION)

Holistic & unbiased advice to protect & grow your wealth

Personalized succession plan crafted for an enduring legacy

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

Impact driven solutions to support the causes you care about

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(1$-10$ MILLION)

Independent and impartial advice tailored to your needs

Ensuring seamless migration of your wealth

Helping you navigate the complexities of giving

Access to trusted insights and your wealth 24x7

Exclusive Strategies
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Tailor made to achieve your financial goals
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Tailor made to achieve your financial goals
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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

We Work – Noida C-001/A2, Sector 16B, Noida, UP - 201301

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

For the purpose
bigger than

Challenge

The Complexity
of Giving

The core practices and nuances of philanthropy require one to combine the head and the heart. The sheer scope of social issues in India, the variety of non-profit organisations, and the constantly changing regulatory landscape result in an extremely complex giving environment.

How can you best use all your financial resources to achieve impact?
Should you focus deeply on one issue or spread your focus across sectors?
When and how should you involve your family?
How do you know if your funds are really having an impact?
Should you donate directly or set up your own giving vehicle?
What non-financial resources can you bring to the table?
Discovery: Understanding and charting individual’s/ organization’s social mission and ethos
Programmatic strategy: Designing/ customizing social programs to solve a social issue while addressing the needs of critical stakeholders
Identifying suitable partners: Identifying non-profits or social enterprises to implement the programs on ground
Impact monitoring and reporting: Developing comprehensive monitoring and evaluation systems with partners to track execution and measure results
Amplifying impact: Curating and creating knowledge and exploring collaborating with the larger ecosystem
Employee volunteering (For CSR): Developing and implementing a structured employee volunteering program that leverages the time and skills of your employees.
Solution

Strategic Philanthropy & CSR

Although charity has always been part of India’s culture, result-based philanthropy/ CSR is more – it must be highly intentional to solve social and environmental issues one is passionate about. Waterfield’s strategic approach ensures that your wealth and profits are committed to a well-charted mission with measurable outcomes.

Approach

The Waterfield way
of Philanthropy

Un-Biased Advise

We combine your passion and interest with extensive research, data and evidence to provide independent, neutral and informed insights that can maximize your impact.

01
Network Effect

Our vantage point in the ecosystem gives us access to leaders and experts who are working towards sustainable development. This coupled with our varied network of Partner Organizations and aggregators help us leverage expertise and resources to meet various philanthropic goals.

02
Rigorous process for selecting a partner

Waterfield’s robust partner selection process focuses on credibility, capability and fit to ensure that we work with only the best organizations within the ecosystem.

03
Dedicated Philanthropy Team

Our passionate advisory team comes with more than 20 years of experience in the social sector. They have a keen understanding of individual/family philanthropy and CSR, as well as the on-ground socio-economic realities, and are seamlessly able to deliver on both fronts.

04
Problem Solving Approach

Waterfield approaches philanthropy as a means to solving social and environmental problems and therefore adopts a structured, planned, patient and collaborative approach when advising its client.

05
Pure Socio-Environmental Return
Financial & Business Return
Waterfield Advisory’s
Philanthropy & Impact Focus

Traditional Philanthropy

A conventional form of philanthropy, motivated purely by passion and charitable intent, with a hands-off approach to giving

Strategic Philanthropy & CSR

A high-engagement, long term strategy to solve a social issue in a structured and systematic manner, thereby maximizing social impact

Innovative Finance

A range of financial mechanisms and tools to leverage capital markets in raising additional funding for social impact, including pay for performance tools such as Social/ Development Impact Bonds, loan guarantees etc.

Impact Investing

Investments made with the intention to generate positive, measurable social and environmental impact alongside a financial return

Vault

From beliefs to culture

The best in the industry, radicalizing wealth advisory.

Financial Planning

Impartial and
Independent

Advice
Explore Financial Planning
Contact

Your legacy awaits



Topic of Enquiry*:


arrow
Follow Us
linkedin
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

We Work – Noida C-001/A2, Sector 16B, Noida, UP - 201301

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