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.

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.
To know more about the services,Contact us
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.

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.

Pioneering Fee-only Advisory Model

$4.5Bn Assets under Advisory

Trusted by Unicorn Founders

Curated Investment Solutions for Founders
Your access to
rich insightsFrom experienced partners at the forefront of today's financial trends and beyond.