WATERFIELD FINANCIAL AND INVESTMENT ADVISORS PRIVATE LIMITED
13 Investment Approaches AUM Rank #114 As on 01 Aug 2026
₹729
Total AUM (Cr.)
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Company Overview

Waterfield Advisors is India’s leading Independent Multi-Family Office and Wealth Advisory firm, founded in 2011 by Soumya Rajan. With 7 offices across the country, the firm advises prominent Indian business families by delivering conflict-free, holistic financial solutions. Built on trust, integrity, and transparency, Waterfield pioneered pure investment advisory in wealth management, setting itself apart from traditional banks and distributors.

Investment Approaches Performance

Investment Approach Category 1 M 3 M 6 M 1 Y 2 Y 3 Y 5 Y Inception AUM (Cr.) Inception Date

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