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Offices
Mumbai
+91-22-66210700

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

Noida
+91-88-60824008

18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

Bengaluru
+91-80-67433089

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

Chennai
+91-44-66385532

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Kochi
+91-48-44148112

Centre A, 8th Floor, Alapatt Heritage Building, MG Road, Kochi - 682035

SEBI Office: 6th Floor, Finance Tower, Kaloor, Kochi - 682017

Goa
+91-99-23191607

Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001

SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa

Hyderabad
+91-98-86314572

WeWork Krishe Emerald – 03B104, Kondapur Main Road, Laxmi Cyber City, Whitefields, Kondapur, Hyderabad, Telangana 500081

Pune
+91-77-58042089

1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006

Kolkata
+91-98-30586561

916, PS Arcadia, Level 9, 4A, Camac Street, Kolkata 700016

Giving trusted advice to family businesses

article • Investment Management
Soumya Rajan
26 March 2018 | 4 MINUTE READ

“The first was that the solution the clients often looked for was not necessarily with the bank,” says Rajan, formerly a private banker at Standard Chartered. “Second, the entire mode of operation, in terms of the way we advised clients, inherently had a conflict of interest.”

Waterfield’s initial client segment was almost entirely made up of family-owned businesses, which she found were grappling with a number of issues, and not just on the investment side.

“Waterfield first started to advise them on investments,” she says. “But then, as we started to understand the families more, we realised that there were, essentially, gaps that the family had in legacy planning, in creating trusts, philanthropy, succession etc.”

No firm in India was addressing any of that, according to Rajan. “While financial institutions are good in trying to address the investment side of it, there was a fairly large gap in the non-investment side,” she says.

Waterfield’s remit was now set: be the trusted advisor to the families to help them both on the investment as well as the non-investment side. According to Rajan, the Waterfield model of creating a business based entirely on advisory fees is scalable in the Indian scenario where other competitors are looking at distribution.

“The fact that we’re attracting both talent and clients on a regular basis seems to suggest to me that there is a market for this particular business model,” she states.

“Ultimately, ours isn’t an annuity-based business,” she says. “So while it will take time to build, once you have crossed over that inflection point in terms of the revenues, the costs tend to plateau out in the business model.”

The foundation of the business, according to Rajan, is a marriage of trust and advice. “Our motto is ‘Insight with Integrity’, and that is something which I believe marries both the concept of advice and trust.” Rajan says that the motivation to go along this path is and will always be: doing the right thing by the client.

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Contact Us

Your legacy awaits



Topic of Enquiry*:



How did you discover Waterfield?






arrow arrow
Follow Us
linkedin youtube twitter instagram
Follow Us
linkedin youtube twitter instagram
Offices
Mumbai
+91-22-66210700

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

Noida
+91-88-60824008

18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

Bengaluru
+91-80-67433089

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

Chennai
+91-44-66385532

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Kochi
+91-48-44148112

Centre A, 8th Floor, Alapatt Heritage Building, MG Road, Kochi - 682035

SEBI Office: 6th Floor, Finance Tower, Kaloor, Kochi - 682017

Goa
+91-99-23191607

Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001

SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa

Hyderabad
+91-98-86314572

WeWork Krishe Emerald – 03B104, Kondapur Main Road, Laxmi Cyber City, Whitefields, Kondapur, Hyderabad, Telangana 500081

Pune
+91-77-58042089

1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006

Kolkata
+91-98-30586561

916, PS Arcadia, Level 9, 4A, Camac Street, Kolkata 700016