Waterfield is India’s leading Multi-Family Office. We are registered with SEBI as Investment Advisors and work with family owned businesses, trusts & 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 the firm has four offices across the country in New Delhi, Mumbai, Chennai and Bangalore; and works with group of 150 prominent families in India, managing over US$4.3bn in financial assets (excluding promoter holdings) for these families. 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.
Location: India, Maharashtra, Mumbai
Employees: 51-200
Total raised: $6M
Founded date: 2011
Funding Rounds 1
| Date | Series | Amount | Investors |
| 02.02.2022 | Series B | $6M | - |
Mentions in press and media 11
| Date | Title | Description |
| 02.03.2025 | FPIs withdraw Rs 34,574 cr from equities in Feb; total outflow hits Rs 1.12 lakh cr in 2025 | FPIs withdraw Rs 34,574 cr from equities in Feb; total outflow hits Rs 1.12 lakh cr in 2025 Foreign investors have pulled out Rs 34,574 crore from the Indian equity markets in February pushing total outflows to Rs 1.12 lakh crore in the fir... |
| 22.02.2025 | Biggest Startup Funding Rounds of the Week (Feb 15–21) This week saw significant funding activity across diverse sectors, from AI governance to cloud networking and consumer brands. Here's a closer lo... | The Whole Truth Foods Founded in 2019 by ex-Unilever marketer Shashank Mehta, Mumbai-based The Whole Truth offers protein bars, peanut butter, dark chocolates, energy bars, immunity balls, and muesli. The brand is expanding beyond traditio... |
| 21.02.2025 | ETtech Deals Digest: Startups raise $158.5 million in week to February 21, up 76.9% on-year | ETtech Startups raised around $158.5 million between February 15 and 21, marking a 76.9% increase compared to the same period last year. Read More News on startups fundingtechnology startupsUdaan fundingventure capital investmentWaterfield ... |
| 20.02.2025 | Waterfield Advisors Secures INR 123 Crore in a Strategic Funding Round | In the bustling world of wealth management, Waterfield Advisors has made waves. The Mumbai-based firm recently secured INR 123 crore (approximately $14.6 million) in a funding round led by Singapore's Jungle Ventures. This infusion of capit... |
| 20.02.2025 | How family offices, PE-VC funds are faring as Waterfield gets a valuation bump | Pro Soumya Rajan, founder and CEO, Waterfield Mumbai-based multi-family office and wealth management firm Waterfield Advisors Pvt. Ltd has raised fresh funding in a round that also helped some existing shareholders to monetise their investm... |
| 20.02.2025 | Waterfield Advisors Secures INR 123 Crore in Funding Led by Jungle Ventures Jungle Ventures is leading this funding round with an investment of INR 100 crore. The remaining funds are being infused by ... | Waterfield Advisors, a wealth management platform, is set to raise INR 123 crore (approximately $14.6 million) in a fresh funding round spearheaded by Jungle Ventures. This information comes from a regulatory filing accessed from the Regist... |
| 19.02.2025 | Waterfield Advisors raises Rs 123 Cr led by Jungle Ventures | Wealth management firm Waterfield Advisors Private Limited has secured Rs 122.99 crore through a private placement of Series A compulsorily convertible preference shares (CCPS), according to regulatory filings accessed from the Registrar of... |
| 21.08.2024 | MC Exclusive | Alphabet-backed Aye Finance appoints bankers for Rs 2,000-crore IPO | Alphabet-backed Aye Finance appoints bankers for Rs 2,000-crore IPO SME-focused non-banking finance company Aye Finance has roped in four arrangers for its upcoming initial public offering. Aimed at raising Rs 1,700–2,000 crore of capital t... |
| 11.11.2020 | 10 Tips For Starting A Leading Multi-Family Office In 2021 | Multi family offices need to so much more than just bright financial advisors. From understanding ... [+] client dynamics to mirroring the client's profile in their own team - there are new standards being set.getty |
| - | Waterfield Advisors | “Google” |
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