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Waterfield Advisors

Financial Services

Specialities :
Family office services
Financial planning
Strategy
Investment management services
Philanthropic management

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
About Us
Org Charts
Employees
Buyer Intent
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Frequently Asked Questions About Waterfield Advisors

What does Waterfield advisors do?+

Waterfield Advisors is a globally recognized independent Indian Multi-Family Office. We are registered with SEBI as Investment Advisors and work with family-owned businesses, trusts and endowments and single-family offices in several investment and non-investment-related areas. Our role is to provide holistic advice without a conflict of interest in all our dealings with our clients. Today, we have 8 offices across the country in New Delhi, Mumbai, Chennai, Pune, Goa, Kochi, and Bangalore. We help clients plan, structure and manage their family wealth, working exclusively on their behalf as their dedicated family office. As an advisory firm on the Investment side,...

What are Waterfield advisors's specialties? +

Family office services,financial planning,strategy,investment management services,philanthropic management,life management and budgeting,training and education,business and financial advisory,reporting and record keeping,succession planning,administrative services,risk management and insurance services,compliance and regulatory assistance,tax and legal advisory,estate and wealth transfer,governance,and advisory

What is Waterfield advisors's industry? +

Waterfield advisors operates in the Financial services industry.

What is Waterfield advisors's revenue? +

Waterfield advisors's revenue is 11m - 100m

What is Waterfield advisors's company size? +

Waterfield advisors has 51 - 200 employees.

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