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    Waterfield Advisors
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    Our core business objective is to preserve and enhance our client’s wealth both personal as well as business
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    Waterfield Advisors
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    We are neither aligned to any institution nor are we a product manufacturer making the entire financial services space our landscape
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    Waterfield Advisors
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    As an advisory firm to family owned businesses and trusts, our approach is independent,
    impartial and completely client focussed to ensure that you get the best advice that suits your personal and business objectives

SERVICES

Family Office

A dedicated team to manage the financial and lifestyle needs of your family by providing integrated services in financial planning, investment management, legal, taxation, risk management and charitable giving.

Corporate Advisory

An experienced team to help you unlock the potential value of your business and providing business advisory support to ensure the overall well-being of your family business.

ABOUT US

At Waterfield, we understand that as an entrepreneur, it is a combination of vision, skills, hard work, perseverance and importantly the ability to make the right choices at the right time that has helped you create wealth for your family, employees and stakeholders.

We know that making constant choices though can sometimes be overwhelming. More so given the plethora of options that confront us.

OUR THOUGHTS

"As an advisory firm to family owned businesses, Waterfield recognises that families are dealing with multiple issues around safeguarding the family’s business legacy, the creation and preservation of wealth and the need to ensure good governance. Our role is to be their trusted advisor as they navigate through these complex issues. As a team of dedicated professionals, we work solely for the benefit of the families that we represent. "

 

Soumya Rajan

Co-Founder, Managing Director and Chief Executive Officer

 

 

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CONTACT US

You can reach us at the coordinates below:

142, Maker Chamber VI,

220 Jamnalal Bajaj Marg, Nariman Point,
Mumbai 400021.

+91 22 66210700

info@waterfieldadvisors.com

You can reach us at the coordinates below:

4th Floor, Statesman House, Barakhamba Road,

Connaught Place,
New Delhi – 110001

011- 3044 6480

info@waterfieldadvisors.com

You can reach us at the coordinates below:

Apeejay Business Center, 39/12 Haddows Road,

Nungambakam,
Chennai - 600006.

+91 44 28224949

info@waterfieldadvisors.com

Send Us your Enquiry