# Waterfield Advisors Pvt.

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/waterfield-advisors-pvt

- Industry: Financial Services
- Headquarters: Mumbai, India
- Website: www.waterfieldadvisors.com
- Total disclosed funding: $11M
- Latest round: Series B (Feb 10, 2022)
- Investors on record: 4

## About

Based in India, Waterfield Advisors Pvt. Ltd. offers specialized wealth management and family office advisory services tailored to high-net-worth individuals and families, focusing on investment strategies and personalized financial planning.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. As of February 2025, the company raised USD 18 mn in funding led by Jungle Ventures, which is aimed at expanding its reach and developing its infrastructure.Waterfield Advisors specializes in comprehensive wealth management and family office advisory services tailored to high-net-worth individuals and families. Their core offerings include Personal Wealth Advisory for clients with investable assets ranging from ?5 crore to ?100 crore, and Family Office Advisory for those with assets exceeding ?100 crore. Additionally, they provide HERitage, a dedicated wealth advisory service for women with investable assets of ?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. The company primarily serves clients in India and global markets, including North America, Europe, and the Middle East.In 2022, Waterfield Advisors reported revenue of USD 3,870,181.40, with an EBITDA of USD -704,704.10. The firm operates on a fee-based model, which includes retainer fees and performance-based fees linked to the growth of investment portfolios, indicating a premium pricing strategy tailored to the bespoke nature of their offerings.In February 2025, Waterfield Advisors Pvt. Ltd. raised USD 18 mn in venture funding led by Jungle Ventures. The company plans to utilize this funding to enhance its presence in key financial areas and develop its infrastructure. Future initiatives include launching new products and expanding into new geographic markets.

## Funding rounds

- Series B, Feb 10, 2022, $5.3M — Zephyr Management, TVS Capital Funds, Pali Hill Ventures, Vernalis Capital Private Limited
- Series A, Dec 19, 2019, $6M — Zephyr Management, TVS Capital Funds

## Investors

- Zephyr Management (https://capitalatlas.ai/funds/zephyr-management) — Series A, Series B
- TVS Capital Funds (https://capitalatlas.ai/funds/tvs-capital-funds) — Series A, Series B
- Pali Hill Ventures — Series B
- Vernalis Capital Private Limited — Series B