India’s leading multi-family office

Managing over $2Bn of Assets

Advising Entrepreneurs, Professionals, Businesses and Trusts

Focusing on relationships built on trust


India's Leading Multi-Family Office & Boutique Advisory Firm

At Waterfield, we understand that it is a combination of your vision, skills, hard work, perseverance and the ability to make the right choices at the right time that has helped you create wealth. We know that making constant choices though can sometimes be overwhelming, more so given the plethora of options that confront you. Our aim at Waterfield Advisors is to assist you in every step of the way to achieve meaningful and lasting success for your family, your enterprises and your financial wealth.

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"As an advisory firm, Waterfield recognises that clients are dealing with multiple issues around the creation and preservation of wealth, their desire to create lasting legacies and to ensure good governance standards. Our role as their trusted advisor is to help them navigate through these complex issues. We are a team of dedicated professionals, working solely for the benefit of the families that we represent. "

Soumya RajanFounder, Managing Director and Chief Executive Officer


Our Family Office Services are unbiased, tailor made and based on a no conflict of interest model. This includes:

Financial Planning

Investment Management Services

Philanthropic Management

Life Management and Budgeting

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Strategy

Training and Education

Estate and Wealth Transfer

Business and Financial Advisory

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Advisory

Risk Management and Insurance

Compliance and Regulatory

Tax and Legal Advisory

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Governance

Reporting and Record Keeping

Succession Planning

Administrative Services

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Our Offices

MUMBAI

142,14th Floor, Maker Chambers VI,Nariman Point,Mumbai 400021Landline : +91-22-66210700

NEW DELHI

4th Floor, Statesman House, Barakhamba Road, Connaught Place,New Delhi 110001Landline : +91-11-30446787

CHENNAI

Apeejay Business Centre, 39/12, Haddows Road, Nungambakkam,Chennai 600006Landline : +91-44-28224949

BENGALURU

UB City, 24, Vittal Mallya RoadShanthala NagarBengaluru, 560001Landline : +91-80-67590630

Contact Us

You can reach us by email or call our offices. We will be happy to tell you more about us.

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