Waterfield Advisors (Multi-Family Office)

Overview

Waterfield Advisors, founded 2011 by Soumya Rajan (Founder & CEO, ex-private banking), is an independent Indian multi-family office offering wealth management, investment advisory, family-office services, and governance solutions to ultra-high-net-worth families and business owners. Operates across 7 offices in India's leading urban centers with AUM exceeding $5.25bn.

Key Facts

Type

Multi Family Office

AUM

USD 5.0B