Insight with integrity
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 an Independent Multi-Family Office and Wealth Advisory Firm. Since our inception in 2011, we have been providing advisory services to 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.
Our edge that adds to your wealth
Our advice is driven by absolute integrity. We are motivated by our clients’ best interests.
Hyper-personalisation
0% Conflict
Data Driven
Technology Led
Domain Expertise
Open Architecture
Strictly Allocators
Our responsible vision for a better tomorrow
As a capital allocator, Waterfield strives to be the preferred partner in the transition to sustainable finance and is committed to integrating ESG considerations, which allows it to make better long-term investment decisions for its clients. By becoming a signatory of UNPRI, we join over 3,000 other global members who have agreed to put into practice six principles for responsible investing, Waterfield hopes to act as a beacon for other financial services companies in India allocators and to promote sustainable investing.
What the press has been saying
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
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