Waterfield Advisors | Pioneers of Wealth Management & Family Office Advisory in India

Bridging the gap between your reality & your

Work with a wealth management firm that has pioneered the concept of unbiased wealth & family office advisory in India.

Waterfield Today

Podcast

Capital Conversations – Episode 5 | Navneet Munot on the 3 mistakes stock market investors need to avoid

Podcast

Capital Conversations – Episode 4 | Aashish Sommaiyaa on Investing in Mutual Funds, PMS, and AIF

Podcast

Capital Conversations – Episode 3 | Ravi Dharamshi on the Fundamentals of Public & Private Market Investing

Solutions

Helping you create an
enduring legacy

Wealth Advisory is beyond just building a portfolio. By serving some of India's most prominent business families since 2011, we have learnt the importance of taking a holistic, global yet personalised approach to meeting our clients’ wealth management needs.

services

Wealth Management

Our wealth management services are tailored to your unique wealth creation journeys. Explore bespoke solutions for your specific requirements.

Family <br class='hide-on-mobile'/> Businesses

Family
Businesses

Investment advisory, succession, family governance solutions, and philanthropic advisory for family patriarchs and the next generation.

investable Asset

Greater than INR 100 Crores

Professionals <br class='hide-on-mobile'/> and CXOs

Professionals
and CXOs

Holistic offerings for senior corporate leaders & professionals such as doctors, lawyers, designers, and more.

investable Asset

Greater than INR 10 Crores

Founders & <br class='hide-on-mobile'/> Entrepreneurs

Founders &
Entrepreneurs

Comprehensive personal wealth planning for India’s notable startup founders, from pre-liquidity to post-exit stage.

investable Asset

Greater than INR 5 Crores

Women Clients

Investment advisory, financial literacy, and community building for women leaders through our HERitage programme.

investable Asset

Greater than INR 5 Crores

services

Asset Management

Strategic solutions curated to facilitate meaningful and efficient access to sophisticated asset classes. Learn more about our distinctive set of asset management solutions.

Discretionary PMS

Outsource your investment portfolio decision-making to Waterfield’s expert advisors.

Minimum Amount

INR 1 Crore

Waterfield <br class='hide-on-mobile'/> Fund of Funds

Waterfield
Fund of Funds

Access top quartile private market fund managers via our Fund of Funds platform.

Minimum Amount

INR 1 Crore

Smart Beta

Create consistent alpha at low cost with a unique 3rd strategy beyond active & passive investing.

Minimum Amount

INR 1 Crore

Global Investments

Build a globally diversified portfolio with advise from a global investment manager.

Minimum Amount

INR 1 Crore

Vault

Your access to
rich insights

From experienced partners at the forefront of today's financial trends and beyond.

Get our insights delivered straight to your inbox. Trusted by the top 0.01% of the country.

article

India’s Economic Resurgence Amid Global Uncertainty

In a world marked by economic volatility and geopolitical tensions, India continues to stand out as a beacon of stability and growth.

20 August 2025 • Riddhiman Jain

article

7 Lessons First-Gen HNIs can draw from Legacy Families

What legacy families get right about wealth, and how first-gen HNIs can incorporate the same principles.

19 August 2025 • Mathew Vaidyan

article

India's Top 100 Billionaires - A Fortune India - Waterfield Advisors Ranking

A comprehensive study of the dollar billionaires of India who are transforming the nation's economy

19 August 2025 • Fortune India & Waterfield Advisors

article

Waterfield Advisors Strengthens Senior Leadership Team with Three Key Appointments

These strategic hires reinforce Waterfield’s focus on delivering high-impact client outcomes for India’s most influential families.

04 August 2025 • Waterfield Advisors

article

How Women are Claiming Their Place in Family Businesses

Today, women from business families are increasingly stepping into roles of responsibility and authority in their family businesses

12 August 2025 • Soumya Rajan & Zara Thakkar

2025

UHNW Event Calendar

Stay ahead of top-drawer global events and experiences

“The hallmark of our offering is professional and personalised wealth advisory services. Our clients rely on us to work with them on important and deeply personal issues around their financial well-being”

Soumya Rajan

Founder & CEO

Awards

Recognition driven by

Results

Our awards are a matter of great pride for us. Recognition is natural when our services and processes have added significant value to our clients’ lives and businesses.

Best for Sustainability in India

Euromoney Private Banking Survey

Wealth Managers Spotlight - Waterfield Advisors

Chambers High Net Worth Guide

Wealth Managers Spotlight - Soumya Rajan

Chambers High Net Worth Guide

Soumya Rajan for Most Powerful Women in Business in India

Fortune India

2025

2024

2023

2022

2021

2020

2019

2018

pressclub

What the press
has been saying

Mutual fund boom: Your SIPs are powering the rally in these 4 multibagger stocks

14 August 2025

Market volatility ahead? Waterfield’s Vipul Bhowar on sectors, valuations & what to buy

06 August 2025

Waterfield Advisors Strengthens Senior Leadership Team with Three Key Appointments

04 August 2025

careers

If ethics and
integrity drive you,
look no further

Some of the most prominent business families in India place their trust in our family office advisory services to manage their wealth. Know what it takes to grow with us.

Responsible Investing

Our responsible
vision for a better &
brighter future

As capital allocators, we recognize the impact of our investment advice on the world around us. To that end, we are committed to enabling our clients to allocate their capital in a manner that fully optimises the opportunities and minimizes the risks to various environmental, social, and governance (ESG) factors.

Bridging the gap between your reality & your

Helping you create an
enduring legacy