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Waterfield Advisors is a leading independent multi-family office and wealth advisory firm.
Established in 2011, Waterfield Advisors advise on over USD 4.3 Billion of assets on behalf of several prominent Indian business families whom they serve from 6 offices in India. Waterfield was one of the first boutique asset management firms, in the country, to introduce and pioneer the concept of investment advisory in wealth management. As a capital allocator, Waterfield strives to be the preferred partner in the transition to sustainable finance and is committed to integrating ESG considerations, which allows it to make better long-term investment decisions for its clients. By becoming a signatory of UNPRI, they join over 3,000 other global members who have agreed to put into practice six principles for responsible investing, Waterfield hopes to act as a beacon to for other financial services companies in India allocators and to promote sustainable investing.
Legal Name
:
Waterfield Advisors Pvt. Ltd.
Headquarters
:
Mumbai, Maharashtra , India
Founding Date
:
2011
No. of Employees
:
101 to 150
Core Team
:
1.
Soumya Rajan
Founder and CEO
Total Funding
$6.0M
$6M
Series Name
:
SERIES-B
Date
:
3rd Feb 2022
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