Waterfield Advisors is a multi-family office based in Mumbai, India. Established in 2011, it provides holistic advice without a conflict of interest in all our dealings with our clients. It helps clients plan, structure, and manage their family wealth, working exclusively on their behalf as their dedicated family office. It has an open architecture platform that works with all leading product manufacturers across AMCs, PMS, and AIF providers. Built on the fundamentals of trust, integrity, and transparency, Waterfield was one of the first boutique financial services firms, in the country, to introduce in the country, to introduce and pioneer the concept of investment advisory in wealth management. Drawing from decades of experience in private banking, Soumya Rajan, Founder and CEO recognized the need for holistic services, to the UHNI community, which were without any conflict of interest. Thus, Waterfield Advisors was set up as India's first pure financial advisory company taking on established banks and financial institutions that considered distribution as a norm in wealth management.
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Waterfield is a multi family office (mfo) based in Mumbai, India, managing approximately $4.2B in assets.
Waterfield is headquartered in Mumbai, India.
Waterfield manages approximately $4.2B in assets under management.
Waterfield was founded in 2011.
Waterfield focuses on Investment Funds, Real Estate, Long-Term Investments, REITs, Commercial Property Acquisition & Development, Real Estate Services & Management Real Estate, Real Estate Investment & Development, Real Estate Services & Management & Management.
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