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Founder Mindset Meets

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Augmenting entrepreneurial success into a lasting 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.

“This platform is built to secure the founders' legacy for future generations.”

Pivoting from Hustle to Patience

Having worked closely with some of India’s unicorn startup founders, we realise that the journey from seed to product market fit to scale demands a relentless growth mindset and a strong risk appetite. Simultaneously, as your wealth creation journey witnesses exponential growth, new challenges arise that require a diametrically opposite temperament. Managing your wealth demands a shift from hustle to patience.

Founders Circle by Waterfield Advisors was born from these challenges, offering a holistic suite of wealth management offerings and an exclusive networking platform. We stand beside you to grow your wealth with the same care and purpose that shaped your business.

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The Two Pillars of Founders Circle

Financial Stewardship


Pre-liquidity solutions

Access to Capital

Post-liquidity financial advisory

Circle of Influence


Events and Experiences

Knowledge Series

Influence Platform

Founders Community

EXPERTISE

Let our expertise guide you

Build an enduring legacy through a holistic suite of wealth management offerings and exclusive community building.

Circle of Influence

Be a part of an exclusive Founders-only community and share insights with like-minded visionaries. Access curated events, experiences, knowledge sessions, and a wealth of resources designed for enhancing your financial acumen. Members are also invited as keynote speakers at select events to develop their thought leadership in the industry.

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What makes us right for you?

Waterfield is India’s leading independent multi-family office and wealth advisory firm. Founded by Soumya Rajan, we have amassed over a decade of experience serving UHNIs and HNIs on assets worth $4.5Bn.

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Pioneering Fee-only Advisory Model

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$4.5Bn Assets under Advisory

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Trusted by Unicorn Founders

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Curated Investment Solutions for Founders

Vault

Your access to
rich insights

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

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Your legacy awaits

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