Waterfield Advisors Pvt.

Financial ServicesSeries BMumbai, Indiawaterfieldadvisors.com

Latest round

Series B

Last raised

Feb 2022

Total raised

$11M

Investors

4

About Waterfield Advisors Pvt.

Based in India, Waterfield Advisors Pvt. Ltd.Founded in 2011, Waterfield Advisors Pvt. Ltd. operates from its headquarters in Mumbai, India. The firm specializes in wealth management services for ultra-high-net-worth (UHNWI) and high-net-worth individuals (HNWI). Sanjay Teli, the founder, has extensive experience in the financial sector.Waterfield Advisors specializes in comprehensive wealth management and family office advisory services tailored to high-net-worth individuals and families.100 crore.10 crore and above, and the Founders Circle for entrepreneurs. These services address the complexities of wealth management, focusing on wealth protection, growth strategies, succession planning, and philanthropic endeavors.10.In February 2025, Waterfield Advisors Pvt. Ltd. Future initiatives include launching new products and expanding into new geographic markets.

Who invested in Waterfield Advisors Pvt.

4 investors across 2 rounds

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Funding rounds

  1. Series B

    Feb 10, 2022

    Amount

    $5.3M

    Investors

    Locked

  2. Series A

    Dec 19, 2019

    Amount

    $6M

    Investors

    Locked

Questions about Waterfield Advisors Pvt.

Who invested in Waterfield Advisors Pvt.?

Waterfield Advisors Pvt. has 4 investors on record across 2 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.

How much funding has Waterfield Advisors Pvt. raised?

Waterfield Advisors Pvt. has raised 2 venture rounds. Sign up free to see how much each round raised and the total.

When did Waterfield Advisors Pvt. last raise money?

Waterfield Advisors Pvt.'s most recent round on record is a Series B, in Feb 2022.

What does Waterfield Advisors Pvt. do?

Based in India, Waterfield Advisors Pvt.

Where is Waterfield Advisors Pvt. headquartered?

Waterfield Advisors Pvt. is headquartered in Mumbai, India.

Which VCs invest in companies like Waterfield Advisors Pvt.?

Among active investors with capital left to deploy, ICBC Capital Management, China Life Capital, GoHigh Capital and ABQH Shenzhen Investment Fund Management back financial services companies at Waterfield Advisors Pvt.'s stage. Their profiles are linked below.

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