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Topic of Enquiry*:

Personal Wealth Advisory
(₹ 5 Cr to ₹ 100 Cr)

Family Office Advisory
(₹ 100 Cr & Above)

HERitage - Wealth Advisory For Women
(₹ 10 Cr & Above)

Founders Circle
(₹ 10 Cr & Above)

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*Kindly note that this form does not operate as a job portal, and the HR Team will not receive information regarding your candidature

General Contact

+91-22-66210700

info@waterfieldadvisors.com

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Offices

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

14th & 18th Floor, Berger Delhi One, Sector 16B, Noida, Gautam Budh Nagar – 201301

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

Level 5, No. 501, Prestige Garnet, 36, Ulsoor Road, Bengaluru – 560042

SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

GA-04, Block15, Ground Floor, Pragya Accelerator, Rd 1C, Gift City, Gandhinagar - 382355, Gujarat

1004, Regus Alacrity Business Center, Levana Cyber Heights, Vibhuti Khand, Gomti Nagar, Lucknow 226010

Insight with integrity

About

Wealth Management

Family Business

Professionals and CXOs

Founders & Entrepreneurs

Asset Management

Discretionary PMS

Waterfield Fund of Funds

Global Investment Managers

waterfield financial and investment advisors private limited

SEBI Registration No: INA000001811

CIN No: U74900MH2012PTC234921

PMS REGISTRATION NO: INP000007818

Waterfield Foundation

CIN NO: U65990MH2020PTC340389

Waterfield Sponsor LLP

LLPIN: ABZ-9314

Waterfield Fund Managers Private Limited

CIN No: U65990MH2020PTC340389

FOF I - IN/AIF2/21-22/0876 (Category 2 AIF)

Name of the Fund Manager - Waterfield Fund Managers Private Limited

FOF II - IN/AIF2/23-24/1275 (Category 2 AIF)

Name of the Fund Manager - Waterfield Fund Managers Private Limited

Co-PMS - INP000008288

waterfield advisors private limited

CIN No: U74120MH2011PTC220601

WATERFIELD INTERNATIONAL IFSC PRIVATE LIMITED

CIN No: U66190GJ2023PTC146493

Status of complaints

Begining of the month: Nil

Received this month: Nil

Resolved during the month: Nil

Pending at the end of the month: Nil

Reason for pendency: N.A.

Principal Officer

Ms. Soumya Rajan
Non-Individual Investment Advisor

Mr. Chintan Bhatt
Non-Individual Investment Advisor (PMS)

principal.officer@waterfieldadvisors.com
+91-22-66210700

Compliance & Grievance Officer

Ms. Shilpa Dadhich

compliance@waterfieldadvisors.com

Investor Grievance

investor.grievance@waterfieldadvisors.com

Contact No:
+91-22-66210700

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