Impartial and
Independent

Investment Advisory

Extending the life cycle of your Family’s Wealth

We help you preserve your wealth with our impartial and independent investment advice across asset classes, portfolio managers and geographic regions.

In our endeavour to ensure that all your assets work in harmony with your financial goals, we assist you with products that match your risk profile and lays a foundation in your portfolio to deliver alpha. Our technology-led portfolio analytics give you a full picture of your investments in a nutshell!

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World’s leading financial management companies have deemed it essential to look beyond traditional investments in the ever-changing market dynamics. Our Alternative Investment services leverage our relationships with high-performing private companies and top-quartile PE/VC funds to bring synergistic deals and investment opportunities to our clients.

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Leveraging our extensive research in automation and technology platforms, we provide our clients with real-time insights about their portfolio 24x7. We believe that our clients’ wealth should not just be accessible but also understandable. Our Mobile App and monthly reports on performance and risk help our clients better interact with their wealth.

We undertake periodic valuations of our clients’ real estate portfolio and harmonise it with the clients’ overall financial portfolio. Asset management and maintenance form a natural progression to our real estate advisory ensuring holistic management of a client’s real estate portfolio.

Case Study

The legacies we build

Our bespoke services to bring your authentic vision to life.

Pharmaceuticals

Promoter family of a listed pharmaceutical company

This case study pertains to a listed company in the pharma space. The business is run by a third-generation family member. The firm has a professional management team, business interests across the globe and members of the family are amongst the top billionaires in India.

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Information Technology

Promoter of a listed IT Company

This case study pertains to the Promoter of a listed company in the Information Technology space. The Promoter is a first-generation entrepreneur, who has come into significant wealth over the past twenty-five years.

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Consumer Appliances

Single Family Office

This case study pertains to a Single-Family Office whose assets have been generated through the Promoter holdings of the family in one of India’ largest consumer appliance companies that was founded by the principal of the family office. The brand was sold to a foreign company in its entirety. Out of the proceeds received from the exit of the Company, the family carved out three portions of capital for the following:

Deployment in new group company businesses
Financial portfolio
Unlisted investments

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Pharmaceuticals

Large Listed Rubber Chemicals Family

This case study pertains to the various issues that arose for the Promoter of a large, listed rubber chemicals company after a family business separation. As a part of the family settlement, the Promoter needed to obtain access to a substantial amount of funds.

With many multi-layer entities being split between the family, the Promoter also needed to re-structure his various holdings / interests to simplify operations and be able to access the wealth in a tax-efficient manner.

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FMCG

Single Family Office

This case study pertains to an ultra-high net worth family that has diverse businesses in the FMCG space. The family was in need to bring all its affairs under one roof and hence leveraged Waterfield’s expertise to set up a single-family office. Our team was responsible for executing the set-up, incorporating a family constitution and put in place a succession plan.

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