About Waterfield Advisors

To provide holistic advice to our clients that secures their long term financial well-being.

Our years of experience in the financial services space has given us an insight into what clients need and are able to offer services based on trust, transparency and a no conflict of interest approach in all our client dealings.

Started in 2011, we are 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.

We manage 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 Rajan
Founder, Managing Director and Chief Executive Officer

The Waterfield Logo is a combination of the colours blue and green, each representing our ethos.

The undulating blue lines represent water and underline the transparency of our approach. It also lays emphasis on the dependability, wisdom and calm that we bring in managing our client’s well-being.

The colour green represents our commitment to the growth, preservation and management of our client’s wealth. It represents the harmony that we aim to bring to their financial as well as non-financial aspirations.