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About Services Vault Careers UHNW Event Calendar 2024 Contact Us Overview Leadership Brand Story Pressclub ESG (₹ 100 CR & ABOVE) Family Office Advisory Investment Advisory Holistic & unbiased advice to protect & grow your wealth Succession Personalized succession plan crafted for an enduring legacy Governance Rich insights to govern the functioning of your family's affairs Philanthropy Impact driven solutions to support the causes you care about (₹ 5 CR TO ₹ 100 CR) Personal Wealth Management Investment Advisory Independent and impartial advice tailored to your needs Estate Plan & Wealth Transfer Ensuring seamless migration of your wealth Philanthropy & Impact Helping you navigate the complexities of giving Analytics & Reports Access to trusted insights and your wealth 24x7 Exclusive Strategies Waterfield Foundation Discretionary Investment Services HERitage - Exclusively For Women Fund of Funds Global Family Office Advisory Setting Up a Family Office Smart Beta Contact Us YOUR LEGACY AWAITS Topic of Enquiry*: Personal Wealth Advisory (₹ 5 Cr to ₹ 100 Cr) Family Office Advisory (₹ 100 Cr & Above) HERitage - Wealth Advisory For Women (₹ 10 Cr & Above) How did you discover Waterfield? News Publication (Forbes, Moneycontrol, Economic Times, etc) Search Engine (Google, Bing, etc) UHNW Event Calendar 2024 Fortune Waterfield Rich List Indian Family Business Awards Recommended by friend or colleague Social Media (LinkedIn, Instagram, etc) Youtube Other *Kindly note that this form does not operate as a job portal, and the HR Team will not receive information regarding your candidature Thank you for submitting your details. General Contact +91-22-66210700 info@waterfieldadvisors.com Career careers@waterfieldadvisors.com Media marketing@waterfieldadvisors.com Follow Us Offices Mumbai +91-22-66210700 142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021 7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018 SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051 Noida +91-88-60824008 18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301 SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023 Bengaluru +91-80-67433089 Level 5, No. 501, Prestige Garnet, 36, Ulsoor Road, Bengaluru – 560042 SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025 Chennai +91-44-66385532 Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034 SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002 Goa +91-99-23191607 Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001 SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa Pune +91-77-58042089 1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006 Kolkata +91-98-30586561 916, PS Arcadia, Level 9, 4A, Camac Street, Kolkata 700016 About Overview Leadership Brand Story Pressclub ESG UHNW Event Calendar 2024 New Personal Wealth Management (₹ 5 Cr to ₹ 100 Cr) Investment Advisory Estate Plan & Wealth Transfer Philanthropy & Impact Analytics & Reports Family Wealth Advisory (₹ 100 CR & ABOVE) Investment Advisory Succession Governance Philanthropy Exclusive Strategies Waterfield Foundation New Discretionary Investment Services HERitage - Exclusively For Women Fund of Funds Global Family Office Advisory Setting Up a Family Office Smart Beta Vault Careers Contact services Disclaimer DISCLAIMER Any distribution, use or reproduction of this information without the prior written permission of Waterfield is unauthorized and strictly prohibited. The prices, value, income and appreciation of the securities mentioned are based on the information available in public or latest information provided to Waterfield and are subject to change. Waterfield makes every effort to use reliable, comprehensive information; but makes no representations or warranties, express or implied or assumes any liability for the accuracy, completeness, or usefulness of any information contained in this document. No warranty or representation, express or implied, is made by Waterfield, nor does Waterfield accept any liability with respect to the information and data set forth herein. The information contained here is intended solely to provide general guidance on matters of interest for the personal use of the reader, who accepts full responsibility for its use. Recipient should evaluate all investment risks before making any investment decisions. Any forward looking statements made in relation to the product are contingent on a number of risks, uncertainties and other factors that could cause actual results to differ materially from those indicated by the forward looking statements. For prospective clients, any information provided is only for discussion purpose and based on the generic information and trends in the capital market and shall not be construed as an investment advice. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future results. The securities quoted if any, are for illustration only and are not recommendatory. Registration granted by SEBI (INA000001811), Membership of BASL (1627) and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to Investors/ Clients. Waterfield, its directors, employees and agents will not be liable for any direct, indirect, incidental or consequential damages sustained or incurred in connection with the use, operation, or inability to use, or reliance on the information contained in this document. This document is intended to serve only as a general source and shall not be construed as a form of recommendation. Neither Waterfield any of its affiliates has undertaken any regulatory, legal, tax or accounting analysis relating to the suitability of the securities. Recipients should consult their professional tax and accounting advisors for tax or accounting treatment conclusion, prior to acting on the information set forth herein. Please refer to link for holdings of Waterfield Financial and Investment Advisors Private Limited the financial products or securities which are subject matter of advice. SEBI registration number: INA000001811 (Registration is valid suspended/cancelled by SEBI) Principal Officer: Ms. Soumya Rajan Email ID: principal.officer@waterfieldadviosrs.com Contact No: +91-22-66210700 Compliance & Grievance Officer: Mr. Kartik Kini Email ID: kartik.kini@waterfieldadvisors.com Investor Grievance: investor.grievance@waterfieldadvisors.com Contact No: +91-22-66210700 If you are not satisfied with the resolution provided, you can lodge your complaint online at http://scores.gov.in or you can access ODR Portal at https://smartodr.in/ Registered office address: 142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai 400021, India. Principal Place of Business and Correspondence office address: 7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018. Contact No: +91-22-66210700 For SEBI regional or local office address and more information, please visit our website www.waterfieldadvisors.com HOLISTIC WEALTH MANAGEMENT SOLUTIONS About Waterfield Advisors Personal Wealth Management Family Wealth Advisory Vault - Access to rich insights Contact Us YOUR LEGACY AWAITS Topic of Enquiry*: Personal Wealth Advisory (₹ 5 Cr to ₹ 100 Cr) Family Office Advisory (₹ 100 Cr & Above) HERitage - Wealth Advisory For Women (₹ 10 Cr & Above) How did you discover Waterfield? News Publication (Forbes, Moneycontrol, Economic Times, etc) Search Engine (Google, Bing, etc) UHNW Event Calendar 2024 Fortune Waterfield Rich List Indian Family Business Awards Recommended by friend or colleague Social Media (LinkedIn, Instagram, etc) Youtube Other Thank you for submitting your details. *Kindly note that this form does not operate as a job portal, and the HR Team will not receive information regarding your candidature General Contact +91-22-66210700 info@waterfieldadvisors.com Career careers@waterfieldadvisors.com Media marketing@waterfieldadvisors.com Follow Us Follow Us Offices Mumbai +91-22-66210700 142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021 7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018 SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051 Noida +91-88-60824008 18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301 SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023 Bengaluru +91-80-67433089 Level 5, No. 501, Prestige Garnet, 36, Ulsoor Road, Bengaluru – 560042 SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025 Chennai +91-44-66385532 Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034 SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002 Goa +91-99-23191607 Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001 SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa Pune +91-77-58042089 1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006 Kolkata +91-98-30586561 916, PS Arcadia, Level 9, 4A, Camac Street, Kolkata 700016 Gujarat GA-04, Block15, Ground Floor, Pragya Accelerator, Rd 1C, Gift City, Gandhinagar - 382355, Gujarat INSIGHT WITH INTEGRITY ABOUT Overview Leadership Brand Story Pressclub ESG SERVICES Personal Wealth Family Wealth HERitage VAULT Articles Videos CAREERS Job Openings waterfield financial and investment advisors private limited SEBI Registration No: INA000001811 CIN No: U74900MH2012PTC234921 PMS REGISTRATION NO: INP000007818 Waterfield Foundation CIN No: U85300MH2023NPL397067 Waterfield Sponsor LLP LLPIN: ABZ-9314 Waterfield Fund Managers Private Limited CIN No: U65990MH2020PTC340389 FOF I - IN/AIF2/21-22/0876 FOF II - IN/AIF2/23-24/1275 Co-PMS - INP000008288 waterfield advisors private limited CIN No: U74120MH2011PTC220601 WATERFIELD INTERNATIONAL IFSC PRIVATE LIMITED CIN No: U66190GJ2023PTC146493 Status of complaints Begining of the month: Nil Received this month: Nil Resolved during the month: Nil Pending at the end of the month: Nil Reason for pendency: N.A. Principal Officer Ms. Soumya Rajan Non-Individual Investment Advisor Mr. Chintan Bhatt Non-Individual Investment Advisor (PMS) principal.officer@waterfieldadvisors.com +91-22-66210700 © 2024 Waterfield Advisors Pvt. Ltd. Privacy Policy | Disclaimer | Regulatory Information