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Holistic & unbiased advice to protect & grow your wealth

Personalized succession plan crafted for an enduring legacy

Rich insights to govern the functioning of your family's affairs

Impact driven solutions to support the causes you care about

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(₹ 5 CR TO ₹ 100 CR)

Independent and impartial advice tailored to your needs

Ensuring seamless migration of your wealth

Helping you navigate the complexities of giving

Access to trusted insights and your wealth 24x7

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*Kindly note that this form does not operate as a job portal, and the HR Team will not receive information regarding your candidature
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Offices

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

Bengaluru

Level 5, No. 501, Prestige Garnet, 36, Ulsoor Road, Bengaluru – 560042

SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Chennai

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001

SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa

1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006

Kolkata

916, PS Arcadia, Level 9, 4A, Camac Street, Kolkata 700016

Privacy Policy

The confidentiality of your sensitive personal information is important to us. This privacy policy tells you how Waterfield Advisors Private Limited and its subsidiaries, affiliates, etc (“Waterfield”) uses personal information collected by it. Please read this privacy policy before using Waterfield’s website or submitting any sensitive personal information or data. By using our website or upon signing Waterfield’s Client Questionnaire, you are accepting this privacy policy. The privacy policy may be revised from time to time and the updated policy will be posted on our website. You are advised to review the privacy policy whenever you visit this website so that you understand how any personal information you provide may be used.

Collection of Information

Waterfield, its officers, employees and agents collect information (which can include sensitive personal information) to assist us in our relationship with you. If you are unable to provide the information we need we may not be able to provide you with the service you have requested. We may also be required by law to collect information. The types of information

collected can include:

  • Personal identity information such as postal address, email address, etc
  • Information which relates to your financial affairs, business, employment, income or assets
  • Information which arises or is required in connection with the transactions you do with Waterfield or through Waterfield
  • Information which helps Waterfield process applications made by you for particular products and services
  • Information relevant for product marketing
  • Information from Brokerage Agreements, Managed Account Agreements and other Subscription and Account Opening Documents;
  • Information in the course of establishing a customer relationship including, but not limited to, applications, forms, and questionnaires;
  • Information about your transactions with Waterfield or others

Distribution of Information

While we will not generally disclose your personal information, we may do so if we are

  • Required to do so by law, any Government authority, any court order, decree or award,
  • Trying to protect against or prevent actual or potential fraud or unauthorized transactions,
  • Investigating fraud which has already taken place, or
  • Required to do so to market intermediaries, agents, product developers in relation to investments made by you.

Confidentiality and Security

Waterfield employees understand the requirement to respect the confidentiality of customers’ non-public personal information and Waterfield periodically trains and educates employees in the handling and safeguarding of personal information in accordance with applicable laws, rules, and regulations. Additionally, Waterfield maintains physical, procedural and electronic safeguards in an effort to ensure the security and confidentiality of customer records and to protect the information from access by unauthorized parties. Employees who violate these policies are subject to disciplinary action, up to and including termination.

Commitment to Information Security

Your personal information is kept secure. We comply with the relevant security principles set out in the applicable privacy laws of India. We are not bound by privacy laws of any jurisdiction other than India. Only employees of Waterfield, its authorised agents and advisors (who have agreed to maintain confidentiality in relation to the information) and market intermediaries and product developers with respect to investments made by you will have access to this information.

Delivery of Privacy Policy

Waterfield will provide clients an initial privacy policy notice at the time the relationship is established. Periodically, Waterfield may revise the privacy policy and will publish the revised policy on its website.

Contact Information

In case of any complaints / grievances / disputes, please contact our Compliance Officer

Mr.Kartik Kini

Email: [email protected]

Postal address: 142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai 400021, India.

Contact No.: +91 22 6621 0700

Contact Us

Your legacy awaits



Topic of Enquiry*:



How did you discover Waterfield?









arrow arrow
*Kindly note that this form does not operate as a job portal, and the HR Team will not receive information regarding your candidature
Follow Us
linkedin youtube twitter instagram
Follow Us
linkedin youtube twitter instagram
Offices

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

Bengaluru

Level 5, No. 501, Prestige Garnet, 36, Ulsoor Road, Bengaluru – 560042

SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Chennai

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001

SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa

1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006

Kolkata

916, PS Arcadia, Level 9, 4A, Camac Street, Kolkata 700016