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Mumbai-based Waterfield Advisors offers wealth management and family office advisory to high-net-worth individuals and families.
Founded in 2011 and headquartered in Mumbai, India, Waterfield Advisors Pvt. Ltd. provides personal wealth advisory, family office advisory and the HERitage service for women, serving UHNWI and HNWI clients in India and global markets. The firm works on a fee-based model that includes retainer fees and performance-linked fees. Sanjay Teli founded the firm, and in February 2025 it raised USD 18 mn in venture funding led by Jungle Ventures.
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