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GLOBAL INDIANS

Your Trusted Wealth Advisors

In India
Purpose
Offerings
UHNW EVENT CALENDAR
Purpose

Invest in a
resilient economy

India plays an increasingly strategic role in global capital flows and migration patterns. For Global Indians, this presents distinctive opportunities across investment, business expansion, family governance and impact.

While you may have settled abroad, it is prudent to maintain a strategic India exposure in your portfolio and join the India growth story. As trusted advisors to India’s wealthiest, we partner with global Indian families to govern multi-jurisdictional wealth with clarity and confidence, structure and optimise investments across home and host markets, build enduring philanthropy that reflects your values globally, and protect legacy across generations and geographies.

Why
India?

759 Million

Internet Users

5th highest GDP

in the world expected to become 4th largest by 2030

No. 2
Performing Market

in 12 of the last 20 years

#142 to
#63

India rose 79 ranks in the Ease of Doing Business rankings between 2014–2020

$325 Billion

E-commerce market opportunity by 2030 (CAGR ~18-20%)

$642 Billion

India's current foreign exchange reserves

432 Million

Middle class population

$1 Trillion

Manufacturing target under Make in India by 2030

OfferingsImg
OFFERINGS

Our award-winning services

01

Investment Advisory

Strategic investment diversification across assets

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

Fiduciary Services

Cross-border tax-efficient structuring and trust & estate solutions

  • Tax planning
  • Structuring solutions
  • Regulatory compliance
  • Wills & Trusts
  • Management of inherited assets
03

Family Governance

Robust mechanisms anchored in global best practice

  • Setting up a family office
  • Succession planning
  • Estate planning
04

Trusted WInsights

Access Waterfield’s trusted insights and thought leadership

  • Monthly Market WInsights
  • Investors’ Digest
  • WInsights Digest
  • Exclusive Events
UHNW EVENT CALENDAR

Event Calendar for the Ultra-Wealthy

The ultimate guide to luxury experiences and the world’s most sought-after events.

Designed by Waterfield Advisors, this calendar is for those who value access, experience, and distinction, and spans elite sporting tournaments, iconic cultural landmarks, influential business forums, international fashion weeks, private art experiences, and more.

This is your gateway to a year of extraordinary moments.

Explore, shortlist, and plan your 2026 experiences with friends and family.

EventCalender
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
      WINSIGHTS

      Your access to
      rich insights

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

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