THE WATERFIELD WAY
No conflicts. No commissions. Only the Right Advice.
Waterfield has pioneered the concept of fee-based wealth and family office advisory in India.
Trusted advisors to India’s UHNIs and HNIs
We offer holistic wealth management solutions and take efforts to ensure that we are completely aligned with our clients’ interests.
Find out how we helped a multi-generational family manage a liquidity event
Download Case StudyHelping you create an enduring
Legacy
Since 2011, we have offered conflict-free advisory services built on integrity, transparency, and deep domain expertise to India’s UHNIs and HNIs.
OFFERINGS
A Holistic Array of Solutions
We believe wealth management goes beyond investment management. We offer solutions across all aspects of wealth.
Investment Advisory
- Listed investments
- Alternative Investments
- Global Investments
- Sustainability & Impact Investments
01
Wealth Structuring
- Setting up a Family Office
- Family Governance
- Succession & Estate Planning
- Philanthropic Advisory
02
Asset Management Solutions
- Private Market Fund of Funds
- Discretionary Investments
03
Exclusive Expert Insights
- Monthly Market Outlook
- Invite-only events & experiences
- Investors’ Digest
04
Advisory Tailored to Every
Wealth Journey
From legacy-led family offices to first-generation entrepreneurs and global professionals, we approach every segment uniquely.
Learn
Why We Exist
At Waterfield, we believe that Wealth Management goes beyond just Investment Management.
Watch this video to learn ‘Why we exist’.
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.
Soumya Rajan - Forbes 50 over 50
Forbes Global
AS SEEN IN
Your legacy awaits
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