Waterfield Advisors funding, investors and company details

Waterfield Advisors is an emerging Financial Services - Wealth Management startup from Mumbai, working in the space of Wealth Management, Multi‑Family Office, Financial Advisory. Founded by Soumya Rajan.

Company: Waterfield Advisors Private Limited
Sector: Financial Services - Wealth Management
Location: Mumbai
Founders: Soumya Rajan
Total funding raised: ₹168.29 Cr

Company overview

Waterfield Advisors, founded in 2011, provides tailored wealth management and advisory services to ultra-high-net-worth individuals and family offices. The firm offers comprehensive solutions including investment management, portfolio structuring, estate planning, and succession planning, aiming to preserve and grow client wealth while aligning with their long-term financial goals. By delivering personalized strategies and leveraging market insights, Waterfield Advisors helps clients navigate complex financial landscapes and achieve sustainable wealth growth.

Funding rounds

Latest round: ₹123.00 Cr. ($ 14.06 Mn), 2025-02-20. Investors: Jungle Ventures, Bharat Dhirajlal Shah, Vijay Singh, Bandi Vamsikrishna, Corel Traders, Parthasaradhi Reddy, Kekoo Colah, Smita D Parekh
Past round (Series B): $ 6.00 Mn (₹45.29 Cr.), 2022-02-03