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

Our award-winning services
Investment Advisory
Strategic investment diversification across assets
- Listed investments
- Alternative investments
- Sustainability and Impact Investments
- Philanthropy
Fiduciary Services
Cross-border tax-efficient structuring and trust & estate solutions
- Tax planning
- Structuring solutions
- Regulatory compliance
- Wills & Trusts
- Management of inherited assets
Family Governance
Robust mechanisms anchored in global best practice
- Setting up a family office
- Succession planning
- Estate planning
Trusted WInsights
Access Waterfield’s trusted insights and thought leadership
- Monthly Market WInsights
- Investors’ Digest
- WInsights Digest
- Exclusive Events
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.

The legacies we build
Our bespoke services to bring your authentic vision to life.
Your access to rich insights
From experienced partners at the forefront of today's financial trends and beyond.


