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WATERFIELD FINANCIAL AND INVESTMENT ADVISORS PRIVATE LIMITED

WATERFIELD FINANCIAL AND INVESTMENT ADVISORS PRIVATE LIMITED

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.

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AUM (Cr.) 629.55
Profile
AUM Rank 100
Profile
Investment Approaches 11
Profile
As On 01 March 2026
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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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