India's Leading Multi Family Office & Boutique Advisory Firm | Waterfield Advisors

India’s leading multi-family office

Managing over $3Bn 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.

$2bn

Managing assets through relationships built on trust

"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

Strategy

Training and Education

Estate and Wealth Transfer

Business and Financial Advisory

Advisory

Risk Management and Insurance

Compliance and Regulatory

Tax and Legal Advisory

Governance

Reporting and Record Keeping

Succession Planning

Administrative Services

Over a period of time as Family Offices mature,non – investment related activities gain importance

Philanthropy

Beneficial Ownership

Succession Planning

Governance and Risk Management

Legacy and Preservation

Educating the Next Gen

Settlements

Planning For Your Life’s First Liquidity Event

February 20, 2020

Better Capital Gains Tax Treatment Encouraged Greater Participation For Financial Assets: Soumya Rajan, Founder & CEO Of Waterfield Advisors

January 27, 2020

Rethinking Wealth Management For The Next Decade

January 10, 2020

Understanding Generation X And Financial Services

January 2, 2020

Our Offices

MUMBAI

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

GURGAON

110,1st Floor, Wework,Platina Tower,MG Rd, Sector 28Gurugram,Haryana 122001Landline: +91 124 4455 938

CHENNAI

Workafella No.10,Uthamar Gandhi Salai,Nungambakkam High Road,Nungambakam,Chennai 600034Landline : +91 44 66385532

BENGALURU

815, 8^th Floor,The Estate, Regus Business Centre,Dickenson Road,Bengaluru 560042.Landline: +91 80674 33089

Contact Us

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

+91-22-66210700

[email protected]

U74120MH2011PTC220601

Status Of Complaints
At the begining of the month	Received during the month	Resolved during the month	Pending at the end of the month	Reasons for pendency
Nil	Nil	Nil	Nil	N.A

Waterfield Financial And Investment Advisors Private Limited

Waterfield Advisors Private Limited

SEBI Investment Adviser

CIN No: U74900MH2012PTC234921

CIN No: U74120MH2011PTC220601

Reg No: INA000001811

Waterfield Financial And Investment Advisors Private Limited

CIN No: U74900MH2012PTC234921

Waterfield Advisors Private Limited

CIN No: U74120MH2011PTC220601

SEBI Investment Adviser

Reg No: INA000001811

Number Of Complaints
At the begining of the month	Received during the month	Resolved during the month	Pending at the end of the month	Reasons for pendency
NIL	NIL	NIL	NIL	NIL