Best Independent Wealth Manager India
Waterfield Advisors
Best Independent Wealth Manager – India
Soumya Rajan
founder & CEO
“We feel proud and honoured to have retained the title of Best Independent Wealth Manager for India for the second year running.
“This recognition is a testament to Waterfield’s pioneering holistic wealth advisory in India. As trusted advisors to India’s ultra high net worth families and individuals, we have always put forward the interests of our clients and will continue abiding by our principle of offering insight with integrity.
“I am grateful to the judging panel for this prestigious award.”
What was behind the judges’ decision?
- In 2024, Waterfield Advisors significantly enhanced its platform with the addition of 74 new relationship managers. This expansion has resulted in substantial increases in assets under management, revenue, and new client accounts while maintaining a strong presence among ultra high net worth clients.
- On the wealth management front, Waterfield Advisors impressed the judging panel with its well-articulated Investment Policy Statement-driven portfolio framework. This framework exemplifies how the firm integrates best practices, aligning clients’ investments and spending with their goals to ensure optimal outcomes
- In 2024, the firm also took strategic steps to expand its business footprint by establishing a presence in GIFT City, the emerging global financial centre. This move further reinforces Waterfield Advisors’ commitment to serving families, entrepreneurs, and business leaders.
What we said…
“For the second consecutive year, Waterfield Advisors has been named as the Best Independent Wealth Manager in India, highlighting its remarkable success and innovative approach to client services in one of the world’s fastest-growing regions,” said Carly Lau, senior reporter, Asian Private Banker.
“In less than 15 years, Waterfield Advisors has established itself as one of India’s most trusted advisors, driven by the visionary leadership of Soumya Rajan. Over the past four years, the firm has achieved a compound annual growth rate of 31% in revenue, expanded its domestic presence to seven offices, and made significant strides by establishing a foothold in the global financial hub GIFT City in 2024.
“What truly sets Waterfield Advisors apart is its unwavering client-centric approach and commitment to excellence in service and solutions. This includes broadening investment access and enhancing its team with experienced relationship managers. Asian Private Banker would like to extend heartfelt congratulations to Soumya and her team for this outstanding achievement.”
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