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.
Company Details
- Employees
- 170
- Founded
- -
- Address
- Maker Chamber Vi, Mumbai,maharashtra 400021,india
- Phone
- 91 22 6621 0700
- in****@****ors.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- waterfieldadvisors.com
- Keywords
- Family Office Services, Financial Planning, Strategy, Investment Management Services, Philanthropic Management, Life Management and Budgeting, Training and Education, Business and Financial Advisory, Reporting and Record Keeping, Succession Planning, Administrative Services, Risk Management and Insurance Services, Compliance and Regulatory Assistance, Tax and Legal Advisory, Estate and Wealth Transfer, Governance, Advisory.
- HQ
- Mumbai, Maharashtra
Waterfield Advisors Questions
Waterfield Advisors's helpline number is 91 22 6621 0700
Waterfield Advisors's website is waterfieldadvisors.com
Waterfield Advisors's LinkedIn profile is https://in.linkedin.com/company/waterfieldadvisors
Waterfield Advisors has
170 employees.
View email and phone details for 170
employees at Waterfield Advisors.
Waterfield Advisors's industry is
Financial Services
Waterfield Advisors's top competitors are
Entrust Family Office,
Cervin Family Office & Advisors Pvt. Ltd.,
Ask Asset & Wealth Management,
Avendus,
Sanctum Wealth,
Whiteoak Capital,
Equirus Credence Family Office,
Client Associates,
Spark Capital Pwm,
360 One Wealth.
Waterfield Advisors's support email address is info@waterfieldadvisors.com
Waterfield Advisors's categories are Financial Services
Waterfield Advisors's founding year is 2011
