Key Metrics
  • No. of Employees111
  • Founded Year 2011
  • Company StagePrivate Limited Company
  • Total Funding₹101.4 Cr
  • Industry

  • Headquarter
  • Company StatusActive
About Waterfield Advisors

Waterfield Advisors is a SEBI-registered investment advisory firm and multi-family office in India, providing a broad range of services to family-owned businesses, single-family offices, trusts, and endowments. With offices in New Delhi, Mumbai, Chennai, and Bangalore, the firm advises around 70 prominent families, overseeing over USD 3.5 billion in financial assets (excluding promoter holdings). Waterfield assists clients in planning, structuring, and managing their wealth, operating on an open-architecture platform that engages with various AMCs, PMS, and AIF providers. Positioned as an independent advisory firm, it emphasizes transparency and states that it does not accept distribution fees or commissions from product manufacturers, aiming to align its interests solely with those of its clients.

Business Model

Wealth advisory and management consultancy company Waterfield AdvisorS helps its clients to plan, structure and manage their family wealth on behalf of their family offices. The firm manages assets worth nearly $4.3 billion and 150 offices.

Top Competitors
JW
Jama WealthU74999TG2016PTC111181
NE
NeosurgeU74999PN2021PTC200255
SC
Sanguine CapitalU65100HR2019PTC081199
VI
Vbs InvestmentsU17119AP2000PTC035378
Waterfield Advisors Funding Details
Funding Highlights
Latest Funding RoundSeries A
Total Funding Raised₹101.4 Cr
No. of Investments Made0
Total No. of Acquisitions0
Lead Investors2
Investors
  • Jungle Venture, RAAY Global Investment
Funding Details
TheKredible's detailed funding report contains info about Funding raised by the company along with Lead Investors, Investors, Shareholding Strcuture, and its Investments & Acquisitions.
₹799.00 ₹1,598.00
Funding History
TheKredible's 'Funding History' report provides deep insights of Funding with list of Lead Investors
₹399.00 ₹798.00
Funding Per Year
A Funding report of the company's overall funding on yearly basis, segregated by the team TheKredible.
₹199.00 ₹398.00
Waterfield Advisors Financial Details
Financial Highlights
FY 2022-23 Revenue₹35.88 Cr
FY 2022-23 Expenses₹67.54 Cr
FY 2022-23 Profit/Loss-₹31.62 Cr
Net Cash Flow From Operations-₹33.6 Cr
Full Financial Details
Detailed report containing info about Business Model, year-wise Financial Comparison, Ratio Analysis and detailed Revenue and Expense breakdowns.
₹799.00 ₹1,598.00
Financial Comparison
A detailed report of year-wise Financial Comparison of the company
₹430.00 ₹860.00
Revenue Breakdown
A report and breakdown of the company's year-wise revenue streams.
₹399.00 ₹798.00
Expense Breakdown
A report and breakdown of the company's year-wise expenditures.
₹399.00 ₹798.00
Shareholding Structure
Team at TheKredible has gone through several ROC filings and portrayed Shareholding Structure of the company.
₹499.00 ₹998.00
Financial Ratio
Analysis of Financial Ratios which gives quick insights about the company's profitability and capital efficiency.
₹199.00 ₹398.00
Waterfield Advisors Key People
People Metrics
Current Core Team2
Board Members/Directors9

Core Team

SR
Soumya Rajan Founder & CEO
ST
Sanjay TeliCo-Founder

Board Members/Directors

AG
Amitkumar Gajendrakumar PatniDirector
SR
Soumya RajanDirector
MG
Mukund Govind RajanDirector
AP
Arihant PatniDirector
SR
Subramaniam Ramachandran IyerDirector
PG
Peter Gordon FlavelDirector
SS
Sanjay Sadashiv TeliDirector
TC
Thomas Corcoran BarryDirector
FJ
Faramaraz Jeremey MistryDirector
Waterfield Advisors Documents

AY - 2018-19

Profit and Loss statement - Waterfield Advisors - 2018-19.pdf
TheKredible's experts has summarized the Profit and Loss Statement of Waterfield Advisors for FY 2018-19.
₹249.00 ₹498.00
Balance Sheet - Waterfield Advisors - 2018-19.pdf
TheKredible's experts has summarized the Balance Sheet of Waterfield Advisors for FY 2018-19.
₹249.00 ₹498.00

AY - 2019-20

Profit and Loss statement - Waterfield Advisors - 2019-20.pdf
TheKredible's experts has summarized the Profit and Loss Statement of Waterfield Advisors for FY 2019-20.
₹249.00 ₹498.00
Balance Sheet - Waterfield Advisors - 2019-20.pdf
TheKredible's experts has summarized the Balance Sheet of Waterfield Advisors for FY 2019-20.
₹249.00 ₹498.00

AY - 2020-21

Profit and Loss statement - Waterfield Advisors - 2020-21.pdf
TheKredible's experts has summarized the Profit and Loss Statement of Waterfield Advisors for FY 2020-21.
₹249.00 ₹498.00
Balance Sheet - Waterfield Advisors - 2020-21.pdf
TheKredible's experts has summarized the Balance Sheet of Waterfield Advisors for FY 2020-21.
₹249.00 ₹498.00

AY - 2021-22

Profit and Loss statement - Waterfield Advisors - 2021-22.pdf
TheKredible's experts has summarized the Profit and Loss Statement of Waterfield Advisors for FY 2021-22.
₹249.00 ₹498.00
Balance Sheet - Waterfield Advisors - 2021-22.pdf
TheKredible's experts has summarized the Balance Sheet of Waterfield Advisors for FY 2021-22.
₹249.00 ₹498.00

AY - 2022-23

Profit and Loss statement - Waterfield Advisors - 2022-23.pdf
TheKredible's experts has summarized the Profit and Loss Statement of Waterfield Advisors for FY 2022-23.
₹249.00 ₹498.00
Balance Sheet - Waterfield Advisors - 2022-23.pdf
TheKredible's experts has summarized the Balance Sheet of Waterfield Advisors for FY 2022-23.
₹249.00 ₹498.00

AY - 2023-24

Profit and loss statement - Waterfield Advisors - 2023-24.pdf
TheKredible's experts has summarized the Profit and Loss Statement of Waterfield Advisors for FY 2023-24
₹249.00 ₹498.00
Balance sheet - Waterfield Advisors - 2023-24.pdf
TheKredible's experts has summarized the Balance Sheet of Waterfield Advisors for FY 2023-24
₹249.00 ₹498.00

Subscribe to our newsletter to stay updated