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Global Family Office Advisory

Culture Meets
Investment

Purpose
Offerings
Philanthropy
Purpose

Invest in a
resilient economy

Immense promise for global family offices with their investments, business and philanthropy.
India is among the most preferred investment destinations of the emerging world. In light of the continued reform momentum, long-term demand drivers, and favorable earnings growth prospects, India has seen consistently high inflows of foreign funds flows in recent years. A push for structural reforms and trade actions should support growth and enable ease of trade & investment over the long horizon, propelling India to become the third-largest global economy by 2030. While India must continue to improve productivity, global competitiveness and catalyze sustainable impact to lift the lives of millions, it provides tremendous opportunities and holds immense promise for investments, business, and philanthropy.

Why
India?

687 Million

Internet Users

GDP of
$6.5 Trillion

by 2030 will make india the 3rd largest economy in the world

No. 2
Performing Market

in 11 of the last 18 years (compared to major world equity markets)

#142 to
#77

India rose 65 ranks in ' Ease of doing Business ' rankings in 4 years

$200 Billion

E-tail opportunity by 2025. Market share expected to grow from 4% to 11%

$583 Billion

India 's current foreign exchange reserves

40 Million
Middle class people

$1 Trillion

Manufacturing opportunities by 2025

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OFFERINGS

Our award-winning services

01

Investment Advisory

Drawing on the extensive resources, expertise and technology

  • Listed investments
  • Alternative Investments
  • ESG and Impact Investments
  • Philanthropy
02

Trusted Insights

Access Waterfield’s trusted insights and thought leadership

  • Monthly market outlook
  • Economic Reports
  • Product Notes
03

Analytics and Reports

Our sophisticated analytics platform for risk analysis, reporting, manager selection

  • Proprietary Risk Analysis
  • Diagnostic Analysis
  • Waterfield Mobile App
04

Fiduciary Services

Clients benefit from advice across a full range of tax efficient structures and investments

  • Tax Planning
  • Structuring Solutions
  • Jurisdiction Selection
  • Regulatory Compliance
Philanthropy and Social Impact

Structured, Sustainable and Impactful

Philanthropy in India holds immense promise in the 21st century: giving is growing with a lot more structure, gaining visibility and effecting much needed change across India.

Despite the growing significance and scale of philanthropy, India has 172 million people living below the global poverty line of USD 1.90 per day and 600 million people are at risk due to climate change.

The opportunity

Philanthropic spending in India is close to USD 95 billion per annum. The country 's vibrant development sector plays an essential role in disseminating this philanthropic capital through 3.2 million nonprofits, 2 million social enterprises, several universities, incubators and think tanks. Collectively, these organizations catalyze social and environmental impact at scale.

The Waterfield way

Waterfield 's Philanthropy and Impact Advisory works across the impact spectrum, from venture philanthropy to CSR to innovative finance and impact investment. The team provides multi-dimensional insights to manage our complexity of giving, bridging the gap between the need and the opportunity, thereby catalysing sustainable impact in the lives of millions.

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Case Study

The legacies
we build

Our bespoke services to bring your authentic vision to life.

Pharmaceuticals

Large Listed Rubber Chemicals Family

This case study pertains to the various issues that arose for the Promoter of a large, listed rubber chemicals company after a family business separation. As a part of the family settlement, the Promoter needed to obtain access to a substantial amount of funds.

With many multi-layer entities being split between the family, the Promoter also needed to re-structure his various holdings / interests to simplify operations and be able to access the wealth in a tax-efficient manner.

    Information Technology

    Promoter of a listed IT Company

    This case study pertains to a listed company in the pharma space. The business is run by a third-generation family member. The firm has a professional management team, business interests across the globe and members of the family are amongst the top billionaires in India.

      Consumer Appliances

      Single Family Office

      This case study pertains to a Single-Family Office whose assets have been generated through the Promoter holdings of the family in one of India’ largest consumer appliance companies that was founded by the principal of the family office. The brand was sold to a foreign company in its entirety. Out of the proceeds received from the exit of the Company, the family carved out three portions of capital for the following:

      • Deployment in new group company businesses
      • Financial portfolio
      • Unlisted investments
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