Helping you create an enduring legacy
Wealth Advisory is beyond just building a portfolio. By serving some of India's most prominent business families since 2011, we have learnt the importance of taking a holistic, global yet personalised approach to meeting our clients’ wealth management needs.
Wealth Management
Our wealth management services are tailored to your unique wealth creation journeys. Explore bespoke solutions for your specific requirements.
Asset Management
Strategic solutions curated to facilitate meaningful and efficient access to sophisticated asset classes. Learn more about our distinctive set of asset management solutions.
“The hallmark of our offering is professional and personalised wealth advisory services. Our clients rely on us to work with them on important and deeply personal issues around their financial well-being”
Soumya Rajan
Founder & CEO
Recognition driven by Results
Our awards are a matter of great pride for us. Recognition is natural when our services and processes have added significant value to our clients’ lives and businesses.
Wealth Managers Spotlight - Waterfield Advisors
Chambers High Net Worth Guide
Soumya Rajan for Most Powerful Women in Business in India
Fortune India
Soumya Rajan - Forbes 50 over 50
Forbes Global
Your access to rich insights
From experienced partners at the forefront of today's financial trends and beyond.
Sign up for priority access
Get our insights delivered straight to your inbox. Trusted by the top 0.01% of the country.
What the press has been saying
Showing slide 1 of 9
.png)
If ethics and integrity drive you, look no further
Some of the most prominent business families in India place their trust in our family office advisory services to manage their wealth. Know what it takes to grow with us.
About Us
0% Commission. 0% Conflict. Only the Right Advice.
Behind every significant fortune is a series of consequential decisions. Some concern markets and investments. Others concern families, businesses, succession and the years ahead. Since 2011, Waterfield Advisors has helped India's UHNIs and HNIs navigate both. As an independent, fee-only advisory firm, we advise some of India's leading entrepreneurs, business families and senior professionals, with a model designed to answer to one interest alone: theirs. For our clients, this means access to institutional-quality expertise, with advice shaped entirely by their financial interests and long-term priorities.
About Waterfield Advisors
Your legacy awaits
*Kindly note that this form does not operate as a job portal, and the HR Team will not receive information regarding your candidature
