Waterfield Advisors is a Multi-Family Office and Wealth Advisory Firm.

Consulting

Finance

Investment Management

Waterfield Advisors

Waterfield Advisors' headquarters in Mumbai, India

Soumya Rajan

Aditya Shah

Siddharth Dutta

Sahil Grover

Karishma Jain

Rupesh Holani

Poonam Maroliwala

Shivani Shah

Deepa Dattani

Vivek Rajaraman

Subodh Kaistha

Manisha Khandelwal

Medha Ajgaonkar

Divij Chopra

Kartik Kini

Thomas C. Barry

Mukund Rajan

Arihant Patni

Sanjay Teli

Peter Flavel

SR Iyer

The Product Development and Strategy team at Waterfield Advisors focuses on creating and enhancing bespoke wealth management solutions tailored for high-net-worth clients. This team collaborates closely with various stakeholders to identify market trends, develop innovative products, and ensure strategic alignment with the firm’s overall objectives, ultimately enhancing client satisfaction and fostering long-term growth.

Product Development and Strategy

The Human Resources and Marketing team at Waterfield Advisors is responsible for attracting and retaining top talent while promoting the firm’s brand and services. They develop comprehensive HR strategies to enhance employee engagement and support organizational growth, and they create and implement marketing initiatives that elevate Waterfield’s presence in the wealth advisory sector, aligning both functions to strengthen the firm’s overall reputation and effectiveness.

Human Resources and Marketing

The Client Services and Relationship Management team at Waterfield Advisors is dedicated to building and nurturing strong client relationships, ensuring exceptional service delivery, and enhancing client satisfaction. This team manages client acquisition, provides strategic business advisory, and oversees quality assurance processes, all aimed at delivering tailored financial solutions that meet the diverse needs of multi-family office clients.

Client Services and Relationship Management

The Operations and Support team at Waterfield Advisors is responsible for ensuring the smooth functioning of internal processes and enhancing team efficiency. They manage human resources functions, streamline operational workflows, and provide strategic support to enhance client service delivery. This team plays a critical role in enabling the firm to maintain high standards of service while fostering a collaborative and effective workplace environment.

Operations and Support

The Finance and Investment team at Waterfield Advisors is responsible for managing and optimizing client investment portfolios, with a focus on alternative investments, private equity, and venture capital opportunities. They conduct in-depth financial analysis, develop tailored investment strategies, and oversee the performance of various funds to ensure clients' financial goals are met. This collaborative team leverages their expertise to navigate complex market conditions and identify lucrative investment prospects for wealthy families and individuals.

Finance and Investment

The Leadership Team at Waterfield Advisors is responsible for setting the strategic vision and direction of the firm, ensuring alignment with client goals while maintaining the integrity of the brand. They collaborate on operational excellence, cultivate relationships with clients, and oversee the delivery of personalized wealth management services to multi-family clients. This team leverages their expertise to drive innovation and enhance the overall client experience.

Waterfield Advisors

Org chart

Board & advisors

Teams

Product Development and Strategy

Human Resources and Marketing

Client Services and Relationship Management

Operations and Support

Finance and Investment

Leadership Team

Offices

Waterfield Advisors

Org chart

Board & advisors

Teams

Product Development and Strategy

Human Resources and Marketing

Client Services and Relationship Management

Operations and Support

Finance and Investment

Leadership Team

Offices

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