Company profile
Waterfield Advisors
Independent Multi-Family Office and Wealth Advisory firm, providing holistic advice aligned with the investors' interest
- Industry
- Financial Services
- Employees
- 164
- Headquarters
- Mumbai, Maharashtra
- Founded
- 2011
- LinkedIn followers
- 30,323
- Office locations
- 7
Waterfield Advisors company summary
Waterfield Advisors is a company in the Financial Services industry, headquartered in Mumbai, Maharashtra, founded in 2011. On LinkedIn the company has around 164 employees and 30,323 followers. The company lists 7 office locations. Its listed specialties include Family Office Services, Financial Planning, Strategy, Investment Management Services, Philanthropic Management.
What technology does Waterfield Advisors use?
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About Waterfield Advisors
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.
Specialties
Where is Waterfield Advisors located?
Waterfield Advisors lists 7 office locations.
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Waterfield Advisors waterfieldadvisors.com | Financial Services | 164 | 2011 | Mumbai, Maharashtra |
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Frequently asked questions about Waterfield Advisors
What does Waterfield Advisors do?
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.
How many employees does Waterfield Advisors have?
Waterfield Advisors has around 164 employees on LinkedIn.
Where is Waterfield Advisors headquartered?
Waterfield Advisors is headquartered in Mumbai, Maharashtra.
Where does Waterfield Advisors have offices?
Waterfield Advisors lists 7 office locations, including Mumbai, Maharashtra, IN; Bengaluru, Karnataka, IN; Chennai, Tamil Nadu, IN; Kochi, Kerala, IN; Noida, Uttar Pradesh, IN.
When was Waterfield Advisors founded?
Waterfield Advisors was founded in 2011.
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