Waterfield Advisors

Waterfield Advisors company information, Employees & Contact Information

Waterfield Advisors is a globally recognized independent Indian Multi-Family Office. We are registered with SEBI as Investment Advisors and work with family-owned businesses, trusts and endowments and single-family offices in several investment and non-investment-related areas. Our role is to provide holistic advice without a conflict of interest in all our dealings with our clients. Today, we have 8 offices across the country in New Delhi, Mumbai, Chennai, Pune, Goa, Kochi, and Bangalore. We help clients plan, structure and manage their family wealth, working exclusively on their behalf as their dedicated family office. As an advisory firm on the Investment side, we have an open architecture platform working with all the leading product manufacturers across AMCs, PMS and AIF providers. We believe in transparency and unlike other wealth managers and family offices backed by financial institutions, we are pioneering the concept of being a pure advisory firm and do not receive any distribution fees from any product providers and work solely for our client’s benefit, helping them over time to improve their portfolio returns and lower their cost of investment.
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News

Advisory First: How Waterfield Advisors is Reshaping India’s Wealth Model with a Human Edge and Digital Innovation - Hubbis

Advisory First: How Waterfield Advisors is Reshaping India’s Wealth Model with a Human Edge and Digital Innovation Hubbis

Waterfield Advisors strengthens senior leadership team with three key appointments - MediaNews4U

Waterfield Advisors strengthens senior leadership team with three key appointments MediaNews4U

A legacy reimagined: Amruda Nair’s journey from Leela to Araiya - Mint

A legacy reimagined: Amruda Nair’s journey from Leela to Araiya Mint

Waterfield Advisors announces appointment of two key senior professionals to their leadership team - The Economic Times

Waterfield Advisors announces appointment of two key senior professionals to their leadership team The Economic Times

Waterfield Advisors appoints Swappnna Varun as Director – HR - People Matters India

Waterfield Advisors appoints Swappnna Varun as Director – HR People Matters India

Wealth management platform Waterfield Advisors raises $18 million from Jungle Ventures - Moneycontrol

Wealth management platform Waterfield Advisors raises $18 million from Jungle Ventures Moneycontrol

India’s Waterfield Advisors raises $18m in funding - Private Banker International

India’s Waterfield Advisors raises $18m in funding Private Banker International

From Discipline to Purpose: Manish Kejriwal on Building Kedaara Capital - Mint

From Discipline to Purpose: Manish Kejriwal on Building Kedaara Capital Mint

Waterfield Advisors secures $18 million from Jungle Ventures in primary-secondary mix - The Economic Times

Waterfield Advisors secures $18 million from Jungle Ventures in primary-secondary mix The Economic Times

Exclusive: Waterfield Advisors raises Rs 123 Cr at Rs 723 Cr valuation - Entrackr

Exclusive: Waterfield Advisors raises Rs 123 Cr at Rs 723 Cr valuation Entrackr

Waterfield Advisors introduces Founders Circle: Wealth Advisory for Entrepreneurs - Hubbis

Waterfield Advisors introduces Founders Circle: Wealth Advisory for Entrepreneurs Hubbis

Waterfield Advisors' Soumya Rajan: Margins best on $5m-$10m clients - Citywire

Waterfield Advisors' Soumya Rajan: Margins best on $5m-$10m clients Citywire

Saurabh Arora appointed MD & chief of HR, Waterfield Advisors - HR Katha

Saurabh Arora appointed MD & chief of HR, Waterfield Advisors HR Katha

Waterfield Advisors: Launches Founders Circle, a tailored wealth management for entrepreneurs - BusinessLine

Waterfield Advisors: Launches Founders Circle, a tailored wealth management for entrepreneurs BusinessLine

Arihant Patni on start-ups, investing and the future of Indian innovation - Mint

Arihant Patni on start-ups, investing and the future of Indian innovation Mint

[Funding alert] Wealth advisory firm Waterfield Advisors raises $6M in Series B round - YourStory.com

[Funding alert] Wealth advisory firm Waterfield Advisors raises $6M in Series B round YourStory.com

Wealth management platform Waterfield Advisors in talks to raise Rs 130 crore - Moneycontrol

Wealth management platform Waterfield Advisors in talks to raise Rs 130 crore Moneycontrol

Waterfield Advisors secures $18 mn funding to expand wealth advisory services - BusinessLine

Waterfield Advisors secures $18 mn funding to expand wealth advisory services BusinessLine

Charting the Future: The Drive for Global Expansion and Client Excellence at Indian Wealth Firm Waterfield Advisors - Hubbis

Charting the Future: The Drive for Global Expansion and Client Excellence at Indian Wealth Firm Waterfield Advisors Hubbis

Waterfield Advisors - Asian Wealth Management and Asian Private Banking - Hubbis

Waterfield Advisors - Asian Wealth Management and Asian Private Banking Hubbis

Waterfield Advisors set to raise $250 million fund-of-funds, eyes global expansion - BusinessLine

Waterfield Advisors set to raise $250 million fund-of-funds, eyes global expansion BusinessLine

Waterfield Advisors raises Rs 123 Cr led by Jungle Ventures - YourStory.com

Waterfield Advisors raises Rs 123 Cr led by Jungle Ventures YourStory.com

Owled Media conceptualizes Waterfield Advisors global brand film 'Wealth Beyond Numbers' - Adgully.com

Owled Media conceptualizes Waterfield Advisors global brand film 'Wealth Beyond Numbers' Adgully.com

Waterfield Advisors Unveils the 2024 UHNW Event Calendar - Adgully.com

Waterfield Advisors Unveils the 2024 UHNW Event Calendar Adgully.com

Waterfield Advisors’ scale grows 58% in FY22 with sound economics - Entrackr

Waterfield Advisors’ scale grows 58% in FY22 with sound economics Entrackr

Waterfield Advisors leases office space at Avighna House in Worli at record rentals - The Economic Times

Waterfield Advisors leases office space at Avighna House in Worli at record rentals The Economic Times

Waterfield Advisors announces appointment of Kartik Kini as COO - The Economic Times

Waterfield Advisors announces appointment of Kartik Kini as COO The Economic Times

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