Waterfield Advisors is a multi-family office in Mumbai, India, established in 2011. It gives holistic advice free of conflicts of interest, helping clients plan, structure, and manage family wealth while working exclusively on their behalf as a dedicated family office. Its open architecture platform works with all leading product manufacturers across AMCs, PMS, and AIF providers. Resting on trust, integrity, and transparency, Waterfield was one of the first boutique financial services firms in the country to introduce and pioneer investment advisory within wealth management. Soumya Rajan, Founder and CEO, drew on decades of private banking experience and saw a need for holistic, conflict-free services for the UHNI community. Waterfield Advisors was therefore set up as India's first pure financial advisory company, taking on established banks and financial institutions that treated distribution as the norm in wealth management.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
| Neuberger Berman - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Co-investment | $538B | 17 |
| Guggenheim Partners | Multi family office | New York | Industrial · Retail · Joint venture | $325B | 15 |
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