Waterfield Advisors is a globally recognized independent Indian Multi-Family Office. We are registered with SEBI as Investment Advisors and work with family-owned businesses, trusts and endowments and single-family offices in several investment and non-investment-related areas. Our role is to provide holistic advice without a conflict of interest in all our dealings with our clients.
Today, we have 8 offices across the country in New Delhi, Mumbai, Chennai, Pune, Goa, Kochi, and Bangalore.
We help clients plan, structure and manage their family wealth, working exclusively on their behalf as their dedicated family office. As an advisory firm on the Investment side, we have an open architecture platform working with all the leading product manufacturers across AMCs, PMS and AIF providers. We believe in transparency and unlike other wealth managers and family offices backed by financial institutions, we are pioneering the concept of being a pure advisory firm and do not receive any distribution fees from any product providers and work solely for our client’s benefit, helping them over time to improve their portfolio returns and lower their cost of investment.
Financial Services, Succession Planning Services, Business Consultant, Business Planning and Management, Business & Audit Services
HQ Location
Maker Chamber VI
Mumbai, Maharashtra 400021, IN
Keywords
Family Office ServicesFinancial PlanningStrategyInvestment Management ServicesPhilanthropic ManagementLife Management and BudgetingTraining and EducationBusiness and Financial AdvisoryReporting and Record KeepingSuccession Planning