Waterfield Advisors
- Company typePrivate
- Founded2011
- HeadquartersMumbai, India
- Headcount101–250
- GTM typeB2C
- OfferingServices
Waterfield Advisors firmographics
Firmographics- Name
- Waterfield Advisors
- Legal name
- Waterfield Financial and Investment Advisors Private Limited
- Website
- http://www.waterfieldadvisors.com/
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Waterfield Advisors industry classification
Industry- Product category
- Multi-Family Office & Wealth Advisory
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industries
- Corporate Finance & Capital Advisory (BPAHADAB), Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)
Keywords
Where Waterfield Advisors is headquartered
LocationHeadquarters
- HQ city
- Mumbai
- HQ country
- India
- HQ region
- Asia
Offices10 records
Markets served
Waterfield Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Wealth Advisory (Fee-Based): Fee-based investment advisory services for HNW and UHNI clients. Waterfield operates as a Registered Investment Advisor (RIA) under SEBI, charging fees separate from product distribution commissions. Services cover investment advisory, succession planning, family governance, and philanthropic advisory.
- Portfolio Management Services (PMS): Discretionary and non-discretionary PMS offerings with minimum investment of INR 50 lakhs (per SEBI PMS regulations; Waterfield requires INR 1 crore minimum). Discretionary PMS outsources investment decision-making to Waterfield's expert advisors. Non-discretionary PMS involves client-directed investment decisions with advisory support.
- Waterfield Fund of Funds: Access to top-quartile private market fund managers via the Fund of Funds platform, targeting INR 1 crore minimum investment. Revenue is generated through management fees on the fund of funds structure.
- Smart Beta: A unique 3rd strategy beyond active and passive investing, creating consistent alpha at low cost. Minimum investment of INR 1 crore.
- Global Investments Advisory: Strategic investment advisory for global diversification including REITs and InvITs, with advice from global investment managers. Minimum investment of INR 1 crore.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Family Office Advisory for investable assets > INR 100 Crores |
| Subscription | Annual | Professionals and CXOs for investable assets > INR 10 Crores |
| Subscription | Annual | Founders Circle and Women Clients (HERitage) for investable assets > INR 5 Crores |
| Subscription | Annual | Asset Management Products (Discretionary PMS, Fund of Funds, Smart Beta, Global Investments) |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels8 records
Waterfield Advisors product offering
Product offeringCore offering
Waterfield Advisors is a multi-family office and wealth advisory firm that provides fee-based, independent investment advisory, succession planning, family governance, and philanthropic advisory to India's high-net-worth and ultra-high-net-worth individuals and families. The firm also offers asset management solutions including Discretionary Portfolio Management Services, Fund of Funds, Smart Beta, and Global Investments, all delivered as regulated services under SEBI.
Product overview
Waterfield Advisors operates as a comprehensive wealth management and family office advisory platform offering both wealth management and asset management services. The wealth management division serves distinct client segments including Family Businesses (INR 100 Cr+), Professionals and CXOs (INR 10 Cr+), Founders & Entrepreneurs through the Founders Circle programme (INR 5 Cr+), Women Clients through the HERitage programme (INR 5 Cr+), Global Indians (INR 5 Cr+), and Media/Sports/Entertainment professionals (INR 5 Cr+). The asset management division provides Discretionary PMS, Waterfield Fund of Funds, Smart Beta, and Global Investments offerings (each with INR 1 Crore minimum). The platform also includes WInsights (Vault), an insights and market commentary resource. The company manages $5 billion in advisory assets across seven offices for over 300 HNI and UHNI clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Family Businesses Advisory
Quantifiable outcome
- $5 billion in advisory assets under management
- +3 more outcomes
Companies that use Waterfield Advisors
Customer profileNamed customers6 records
Segments6 records
Ideal customer profiles6 records
Waterfield Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Waterfield Advisors partnerships and signals
Strategic signalScale indicators9 records
Recent moves6 records
Expansion highlights6 records
Waterfield Advisors competitors and assessment
Company assessmentDirect peers
- 360 ONE (formerly IIFL Wealth): India's largest listed wealth manager with a multi-family office and advisory platform serving HNI/UHNI clients; directly comparable in client segment, fee-based advisory model, and PMS/AIF product offerings.
- Anand Rathi Wealth: Listed Indian wealth manager offering financial planning, family office services, and PMS products to HNI clients; directly comparable in client segment, product mix, and India-focused distribution model.
- Motilal Oswal Wealth Management: Indian wealth management and PMS provider serving HNI/UHNI clients with discretionary and non-discretionary advisory; comparable in product structure (PMS, FoFs) and UHNI client targeting.
- Sanctum Wealth: India-focused multi-family office and wealth advisory firm serving business families and HNI clients; closely comparable in fee-based advisory positioning and family office service model.
- ASK Wealth Advisors: Indian wealth advisory firm (part of ASK Group) offering PMS, private equity, and family office services to HNI/UHNI clients; comparable in product breadth and UHNI client focus.
- Nuvama Wealth: Listed Indian wealth management firm (formerly Edelweiss Wealth) offering PMS, AIF, and family office services; directly comparable in product structure and UHNI/HNI client base.
Broad incumbents
- Kotak Mahindra Wealth Management: Wealth management arm of Kotak Mahindra Bank offering advisory, PMS, and family office services at scale; comparable in UHNI/HNI targeting but with broader banking parent balance sheet and product shelf.
- Julius Baer (India): Swiss global wealth manager with India presence serving UHNIs; comparable in UHNI advisory and global diversification offerings, but with a much larger international footprint and broader product platform.
- Credit Suisse / UBS Wealth (India): Global private bank with India desk serving UHNI Indian families with cross-border wealth solutions; comparable in UHNI advisory and global investment access, but operates from a global private banking platform.
Emerging players
- Entrust Family Office: India-based emerging multi-family office serving UHNI business families with investment advisory and succession services; comparable niche positioning but at an earlier stage of AUM scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks7 records
Key highlights7 records
Customer concentration
Waterfield Advisors social profiles
Digital presenceWaterfield Advisors compliance and trust
Trust signalCompliance5 records
Waterfield Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Waterfield Advisors leadership team
Management profileNumber of profiles
Profiles8 records
Waterfield Advisors subsidiaries and ownership
Company hierarchySubsidiaries5 records
Waterfield Advisors funding detail
Funding detailFunding overview
Funding rounds3 records
Investors4 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Waterfield Advisors M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Waterfield Advisors
What does Waterfield Advisors do?
Waterfield Advisors is a multi-family office and wealth advisory firm that provides fee-based, independent investment advisory, succession planning, family governance, and philanthropic advisory to India's high-net-worth and ultra-high-net-worth individuals and families. The firm also offers asset management solutions including Discretionary Portfolio Management Services, Fund of Funds, Smart Beta, and Global Investments, all delivered as regulated services under SEBI.
Is Waterfield Advisors a public or private company?
Waterfield Advisors is a private company. It is classified as venture growth investor backed and is currently operating.
When was Waterfield Advisors founded?
Waterfield Advisors was founded in 2011. It employs 101 to 250 people.
Where is Waterfield Advisors based?
Waterfield Advisors is headquartered in Mumbai, India, in the Asia region.
How does Waterfield Advisors make money?
Five revenue lines are on record. Wealth Advisory (Fee-Based) is the primary driver. The others are portfolio Management Services (PMS), waterfield Fund of Funds, smart Beta and global Investments Advisory.
Who are Waterfield Advisors's main competitors?
Direct peers on record are 360 ONE (formerly IIFL Wealth), Anand Rathi Wealth, Motilal Oswal Wealth Management, Sanctum Wealth, ASK Wealth Advisors and Nuvama Wealth. Broad incumbents are Kotak Mahindra Wealth Management, Julius Baer (India) and Credit Suisse / UBS Wealth (India). Entrust Family Office is listed as an emerging player.
Does Waterfield Advisors have an API?
No public API is recorded for Waterfield Advisors.
What industry is Waterfield Advisors in?
Waterfield Advisors's product category is Multi-Family Office & Wealth Advisory. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of BPAHADAB, Corporate Finance & Capital Advisory. Its NAICS code is 52394 and its SIC code is 6282.