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Insight with integrity
Waterfield Advisors is an Independent Multi-Family Office and Wealth Advisory Firm founded in 2011. Built on the principles of trust, integrity, and transparency, the firm pioneered the concept of fee-only investment advisory in India. Serving prominent Indian business families from multiple offices across India, Waterfield delivers holistic wealth advisory services without conflicts of interest. The firm advises on financial assets exceeding $5 billion and provides guidance across investments, succession planning, governance, business strategy, and philanthropy.
Read Waterfield Financial and Investment Advisors's story and investment philosophy on the firm page.
View Waterfield Financial and Investment AdvisorsMARKET LEADERS PORTFOLIO-LARGE CAP ALLOCATOR
vs Nifty 50 TRI
Market Leardes Portfolio - Large cap Allocator
vs Nifty 50 TRI
Multi Factor Portfolio-Large and Mid Cap Allocator
vs S&P BSE 500 TRI
NUCLEUS ALTERNATES PORTFOLIO
vs Nifty 50 Hybrid Composite Debt 50:50 Index
NUCLEUS DYNAMIC DEBT
vs CRISIL Credit Index
Nucleus Equity Multi Cap Allocator
vs Nifty 50 TRI
Nucleus Fixed Income Accrual Portfolio
vs CRISIL Credit Index
Nucleus Multi Asset Capital Compounder
vs NSE Multi Asset Index 2
Nucleus Multi Asset Lifestyle Maintainer
vs NSE Multi Asset Index 2
NUCLEUS MULTI ASSET PURCHASING POWER PRESERVER
vs NSE Multi Asset Index 2
NUCLEUS YEILD ENHANCER
vs CRISIL Credit Index
NUCLEUS YIELD ENHANCER
NUCLEUS YIELD OPTIMIZER
vs NSE Multi Asset Index 1
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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.