Best Independent Wealth Manager – India
Waterfield Advisors
Soumya Rajan
founder and CEO, Waterfield Advisors
We are deeply honoured to be recognised as the Best Independent Wealth Manager for India for the third consecutive year. This milestone is deeply meaningful and significant for all of us at Waterfield.
Over the years, Waterfield has earned its place as a trusted name for HNIs and UHNIs across India who seek independent, holistic and conflict-free advice. This recognition reinforces our belief that enduring wealth stewardship is built on integrity, rigour and an unwavering focus on our clients’ interests.
As independent fiduciaries to families across generations, we remain committed to offering insight with integrity. I am grateful to the judging panel, our esteemed clients for their continued trust, and our team, whose professionalism makes this journey possible.
Winners Rationale
“Waterfield Advisors, India’s largest pure-play wealth management platform, secures a landslide victory, by winning the Best Independent Wealth Manager – India award for an impressive third consecutive year,” said Asian Private Banker.
“The firm has a domestic presence across eight offices in India and a global presence in the GIFT City and DIFC. Despite facing a challenging year in the Indian market, Waterfield reported outstanding revenue and client asset growth in 2025.
“In addition to enhancing its platform through tech investments, geographic expansion, and senior hires, Waterfield Advisors secured an US$18 million fundraise with Singapore-based venture capital partner Jungle Ventures, which further highlights the firm’s growth potential.
“Waterfield’s model and team structure stood out against the competition in 2025. The firm operates as a no-conflict, zero-commission, fee-only wealth advisor, providing a pure advisory model and one of the lowest costs of investing within an unconstrained investment universe. It further utilises an industry-first model of a five-member dedicated team per client, offering holistic services through both personal and digital channels.
“Waterfield Advisors’ comprehensive and high-touch offering largely contributed to its success in the past twelve months. In addition to offering diverse investment opportunities and wealth management services through a disciplined client engagement cadence, the firm remarkably assisted clients with philanthropic goals and legacy planning in 2025, including through the launch of an exclusive residential leadership programme at the University of Oxford.
“Waterfield’s product innovation and unique access points further stood out in 2025, as the firm secured access to highly sought-after funds, thus positioning itself as the ‘largest domestic institutional LP.’
“Waterfield Advisors’ differentiated access to global and alternative investments, coupled with its high-touch approach and structured client engagement, underscores the firm’s well-deserved Best Independent Wealth Manager – India award. Congratulations to the team for their solid franchise and unparalleled performance.”
