When was Waterfield Advisors founded?
Waterfield Advisors was founded in 2011.
Where are Waterfield Advisors headquarters?
Waterfield Advisors headquarters are in Mumbai, Maharashtra.
How many employees does Waterfield Advisors have?
Waterfield Advisors has 147 employees.
What sector does Waterfield Advisors operate in?
Waterfield Advisors is in Financial Services sector.
Is Waterfield Advisors a private company?
Yes, Waterfield Advisors is a private company.
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.
What does Waterfield Advisors specialize into ?
We are not able to find any specialities related to Waterfield Advisors at the moment.
Who is the CEO of Waterfield Advisors ?
We do not have the information about the CEO of Waterfield Advisors. Our systems are trying to find it, we will update it as soon as we have it.
Managing Director, Head – Strategy & Planning
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