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.
View Top Employees from Waterfield AdvisorsWebsite | http://www.waterfieldadvisors.com |
Revenue | $11 million |
Employees | 141 (136 on RocketReach) |
Founded | 2011 |
Address | Maker Chamber VI, Mumbai, Maharashtra 400021, IN |
Phone | +91 22 6621 0700 |
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Industry | Financial Services, Venture Capital & Private Equity, Consulting, Consulting Services (B2B), Family Office Services, Finance, Other Financial Services, Corporate Advisory Services, Corporate Treasury Advisory Services, Generational Wealth Transfer |
Web Rank | 14 Million |
Keywords | Multi Family Office, Investment Advisors, Wealth Management, Wealth Management Products, Investment Consulting Services, Portfolio Management, Financial Planning, Investment Advisory Services |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
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The Waterfield Advisors annual revenue was $11 million in 2024.
Sadaf Behbahany is the Managing Director of Waterfield Advisors.
136 people are employed at Waterfield Advisors.
Waterfield Advisors is based in Mumbai, Maharashtra.
The NAICS codes for Waterfield Advisors are [5239, 52, 52393, 523].
The SIC codes for Waterfield Advisors are [628, 62].