Waterfield Advisors Pvt. Ltd.

Overview

Ltd. is an independent multifamily office and wealth advisory firm based in Mumbai, India. It was established in 2011. The firm advises business families in India and operates from seven offices across the country. The firm describes its approach as built on trust, integrity and transparency. Its founder came from private banking and saw a need for advice for ultra high net worth families. Waterfield was set up as a pure advisory company, in contrast to banks that rely on product distribution. It was among the first firms in India to bring investment advisory into wealth management. Areas of investment interest include alternative investments, private equity, venture capital, fund of funds and hedge funds.

Services

• Investment advisory
• Wealth advisory
• Private equity access
• Venture capital access
• Hedge fund advisory
• Alternative investments

Location

See more firms in India and Mumbai.

Sources and last checked

• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

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