Waterfield Advisors

Welcome to Waterfield Advisors – Pioneers in Wealth Management and Family Office AdvisoryAt Waterfield Advisors, we specialize in providing top-tier financial advisory and succession planning services tailored to the unique needs of our clients. As India’s leading multi-family office, we are dedicated to crafting personalized wealth management strategies that guide you through every step of your financial journey.

Our Services

• Wealth Management: Our hallmark is delivering professional and personalized wealth advisory services. We go beyond traditional portfolio management to offer holistic solutions that align with your financial goals.
• Family Office Advisory: We work closely with family-owned businesses, trusts, and endowments, providing comprehensive support in both investment and non-investment-related areas. Our expertise ensures that your family’s wealth is managed effectively across generations.
• Succession Planning: Planning for the future is crucial. We help families navigate the complexities of succession planning, ensuring a smooth transition of wealth and responsibilities.
• Investment Advisory: Registered with SEBI as investment advisors, we offer unbiased investment strategies that prioritize your interests, helping you make informed decisions in a dynamic market.

Why Choose Waterfield Advisors?

• Expertise and Experience: Founded by Soumya Rajan, we have established ourselves as a pioneering force in the wealth management sector in India. Our team brings extensive experience in private banking and investment advisory, ensuring you receive the highest level of service.
• Client-Centric Approach: We believe in building long-term relationships with our clients. Our personalized approach means we take the time to understand your unique needs and tailor our services accordingly.
• Innovative Solutions: We are committed to driving innovative impact strategies, including our philanthropic foundation aimed at creating meaningful change in society.

Global Expansion and Future Vision

As we look to the future, Waterfield Advisors is set to expand its global footprint, with plans to establish an office in Dubai by mid-2024. Our goal is to become a leading player in the global wealth management landscape, continuing to provide exceptional service to our clients.

Get in Touch

If you are seeking a trusted partner in wealth management and family office advisory, look no further than Waterfield Advisors. Contact us today to learn how we can help you achieve your financial goals and secure your family’s legacy. Let us guide you on your journey to financial success.