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Waterfield Advisors

Financial Services
+91 22 6621 0700
101 Jamanalal Bajaj Marg, Mumbai, Maharashtra, India, 400021, Mumbai, Maharashtra
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About Waterfield Advisors

Waterfield Advisors is an independent multi-family office and wealth advisory firm based in India. They provide holistic services to ultra-high net worth families, including investment management, tax planning, legal and regulatory matters, and family governance. Their target audience includes family-owned businesses, trusts, and endowments. The firm's unique selling proposition is its conflict-free advisory model, focusing solely on clients' interests without receiving distribution fees from product providers. This approach ensures transparency and integrity, setting them apart in the wealth management industry[1][3][5].

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