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Offices
Mumbai
+91-22-66210700

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

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
+91-484-4148112

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

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

Goa
+91-99-23191607

603A, 6th Floor, Dempo Trade Centre, Patto, Panjim, Goa - 403001

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

Hyderabad
+91-81-06712344

WeWork Krishe Emerald – 03B104, Kondapur Main Road, Laxmi Cyber City,

Whitefields, Kondapur, Hyderabad, Telangana 500081

Waterfield Advisors appoints Nakul Beri as Senior Managing Director

Announcement • Press Release
Waterfield Newsroom
October 18, 2022

Mumbai, 18th October 2022: Waterfield Advisors, India’s largest multi-family office and wealth advisory firm, has announced the appointment of Nakul Beri as Senior Managing Director, Global Client Origination and Coverage.

In this role, Nakul will lead and build the crucial mandate of the firm’s global wealth segment. His vast experience in onshore and offshore wealth management, deep promoter relationships, and leadership prowess will be valuable fillip for Waterfield’s strategic expansion plans.

Nakul brings in over 26 years of substantive experience across the wealth management spectrum. He started his career in investment and corporate banking, and progressively moved to become a pioneer in wholesale/institutional banking.

Prior to Waterfield, Nakul has worked in organisations such as InCred Wealth, Standard Chartered Bank (Singapore), Barclays Wealth amongst others.

Commenting on his appointment, Nakul Beri said, “Waterfield is a stellar example of a client centric multi-family office advisory firm that has attained pole position in the Indian landscape in a very brief time frame. I look forward to working with Soumya and the team to build a world class, conflict free wealth advisory practice built on integrity, trust and keeping clients at the centre of all that we do. It is indeed a privilege to be here, and I look forward to building a world class firm.”

“We have seen significant interest from NRIs as well as large global family offices to access India’s promising investment opportunities. At the same time Indian business families understand the importance of a globally diversified portfolio and are looking for advisors that can help them evaluate complex products and challenging jurisdictions. Along with our collaboration with Zephyr Management, bringing on Nakul to lead the global wealth advisory mandate strengthens our offering for both onshore to offshore and vice versa by leveraging his immense experience and knowledge of the space. I am excited to see how this unfolds for us”, said Soumya Rajan, Founder and CEO, Waterfield Advisors.

About Waterfield Advisors

Established in 2011, Waterfield Advisors is a multi-family office and wealth advisory firm. It is registered with SEBI as an Investment Advisor and advises large business families and new-age entrepreneurs. It currently advises on more than $4.3 billion in assets on behalf of some of the largest family businesses in India, that it serves from its 7 offices in Mumbai, New Delhi, Bengaluru, Chennai, Hyderabad, Kochi, and Goa.

The firm provides conflict-free, holistic wealth management services such as investment advisory, family governance, succession and estate planning, and philanthropy .

For more information, please visit www.waterfieldadvisors.com

For media queries, please contact

Yash Bhargava: [email protected]

Minakshi Hase: [email protected]

Contact

Your legacy awaits



Topic of Enquiry*:


How did you discover Waterfield?







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

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

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
+91-484-4148112

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

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

Goa
+91-99-23191607

603A, 6th Floor, Dempo Trade Centre, Patto, Panjim, Goa - 403001

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

Hyderabad
+91-81-06712344

WeWork Krishe Emerald – 03B104, Kondapur Main Road, Laxmi Cyber City,

Whitefields, Kondapur, Hyderabad, Telangana 500081