- No. of Employees111
- Founded Year 2011
- Company StagePrivate Limited Company
- Total Funding₹101.4 Cr
- Industry
- Headquarter
- Company StatusActive
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.
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.
- Jungle Venture, RAAY Global Investment