Trust, Integrity, and Transparency form the bedrock of our wealth advisory platform and inspire us to do the right thing for our clients every day.
10 years of setting new highs within and beyond wealth management
Waterfield Advisors is India’s leading Independent Multi-Family Office and Wealth Advisory Firm. Established in 2011, we advise on over USD 4.3 Billion of assets on behalf of several prominent Indian business families whom we serve from 7 offices in India.
Built on the fundamentals of trust, integrity, and transparency, Waterfield was one of the first boutique financial services firms, 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 of delivering holistic services to the UHNI community 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.