Mumbai, 21st August 2024: Waterfield Financial and Investment Advisors, a SEBI-registered investment advisor, has announced the launch of Founders Circle, a platform to support entrepreneurs manage their wealth as they build their business.

Having worked with some of India’s most successful entrepreneurs, Waterfield Advisors recognised the challenges that appear throughout the founders’ lifecycle and the need for tailored financial advisory from pre- to post-liquidity. ‘Founders Circle’ is designed as a unique fee-based, no-conflict proposition offering a suite of holistic wealth advisory solutions and exclusive networking opportunities to address these discerning challenges.

Soumya Rajan, Founder & CEO, Waterfield Advisors, underscores the importance of supporting the entrepreneurs of India, “More than 65% of UHNIs in India today are self-made entrepreneurs & founders. This wealth creation journey, enabled by an innovative and relentless pursuit towards business excellence, demands a platform that addresses their unique financial challenges. Augmenting our holistic advisory services for entrepreneurs, we have developed the Founders Circle as a reliable platform to help them manage their wealth with the same care with which they grow their businesses."

The Founders Circle is built on two pillars:

Financial Stewardship, offering strategic, high-touch services across the founders’ lifecycle:

• Pre-liquidity solutions such as assistance in pre-IPO planning, strategic solutions for personal and corporate structuring, and access to capital.
• Post-liquidity solutions such as setting up a family office, listed, unlisted, and offshore investment advisory, estate & succession planning, family governance, philanthropy & impact, and more.

Circle of Influence, offering exclusively curated events & experiences, forums for developing strategic investment solutions, knowledge sharing community, and build their thought leadership as an entrepreneur.

Emphasising the long-term strategic mindset that this platform fosters through its offerings, Sahil Grover, Head of Founders Circle, Waterfield Advisors, said, “The journey from seed to product market fit to scale demands a relentless growth mindset and a strong risk appetite. As your wealth creation journey witnesses exponential growth, new challenges arise that require a distinctive mindset. Founders Circle is created to help entrepreneurs synergise hustle and patience efficiently.”

For more information, please visit https://waterfieldadvisors.com/founders-circle

For media queries, please contact

Kshitij Pandey: kshitij.pandey@waterfieldadvisors.com

Minakshi Hase: minakshi@p4c.in

About Waterfield Advisors

Established in 2011, Waterfield Advisors pioneered the concept of zero-conflict wealth advisory in the country. Today, the firm has been internationally awarded and manages assets on behalf of some of the largest and most iconic business families in India. With seven offices strategically located throughout the country, Waterfield offers a full suite of services, including investment advisory, succession planning, family governance, and philanthropic advisory, catering to both onshore and offshore markets.

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