Firm profile
Waterfield Advisors
Waterfield Advisors is a multi-family office based in Mumbai, India, founded in 2011.
Updated . Rechecked monthly.
- Entity type
- Multi-Family Office
- Headquarters
- Mumbai, India
- Founded
- 2011
- Website
- waterfieldadvisors.com
- Source
- Firm-reported
About Waterfield Advisors
Waterfield Advisors describes itself as a wealth management and family office advisory firm in India, offering guidance across family businesses, professionals, founders and entrepreneurs, women clients, global Indians, and clients in media, sports, and entertainment. The firm states that its asset management solutions include discretionary portfolio management, a fund of funds, smart beta strategies, and global investment access.[Firm website]
According to the firm, Waterfield Advisors has served prominent Indian business families since its founding in 2011. The firm publishes regular commentary on topics including regulatory changes affecting non resident Indian investors and shifts in global capital flows.[Firm website]
- Focus
- Unbiased wealth and family office advisory, discretionary PMS, fund of funds, smart beta, and global investment solutions
Where Waterfield Advisors is listed
Waterfield Advisors is in the investor directory.
Scope and method
- What is shown
- The facts on Waterfield Advisors's row of our directory lists: its kind, its headquarters, its founding year and website where the row gives them, the figure with its date, and the description.
- The figures
- Each figure carries its date. A figure from a public filing links that filing; a figure the firm reports itself is marked firm-reported.
- Sources
- Reported by the firm and the firm's own website, waterfieldadvisors.com.
- Checked
Compiled by Praxis Rock Advisors. Reuse of our descriptions needs permission.