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Waterfield Advisors
2.5
based on 4 Reviews
Company Overview
Company Locations
About Waterfield Advisors
Founded in2011 (14 yrs old)
India Employee Count51-200
Global Employee Count--
India HeadquartersMumbai,Maharashtra, India
Office Locations
--
Websitewaterfieldadvisors.com
Primary Industry
Other Industries
--
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Waterfield Advisors is a financial advisory firm providing services related to wealth management, investment advisory, and financial planning. The firm specializes in offering personalized financial solutions to high-net-worth individuals, family offices, and businesses. It focuses on understanding clients' financial goals and developing tailored strategies to help them achieve their objectives.
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Waterfield Advisors Ratings
based on 4 reviews
Overall Rating
2.5/5
How AmbitionBox ratings work?
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Category Ratings
2.5
Company culture
2.5
Job security
2.5
Salary
2.5
Skill development
2.5
Promotions
2.5
Work satisfaction
2.2
Work-life balance
Waterfield Advisors is rated 2.5 out of 5 stars on AmbitionBox, based on 4 company reviews.This rating reflects a below average employee experience, indicating poor satisfaction with the company’s work culture, benefits, and career growth opportunities. AmbitionBox gathers authentic employee reviews and ratings, making it a trusted platform for job seekers and employees in India.
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Waterfield Advisors Reviews
Compare Waterfield Advisors with Similar Companies
Change Company | Change Company | Change Company | ||
---|---|---|---|---|
Overall Rating | 2.5/5 based on 4 reviews | 3.7/5 based on 258 reviews | 3.8/5 based on 308 reviews | 3.9/5 based on 231 reviews |
Highly Rated for | No highly rated category | No highly rated category | Work-life balance Company culture | Work-life balance Job security Company culture |
Critically Rated for | Work-life balance Skill development Salary | Promotions Job security Work satisfaction | No critically rated category | No critically rated category |
Primary Work Policy | - | Work from office 57% employees reported | - | Work from office 92% employees reported |
Rating by Women Employees | 3.7 Good rated by 2 women | 4.0 Good rated by 34 women | 4.0 Good rated by 79 women | 3.4 Average rated by 37 women |
Rating by Men Employees | 1.6 Bad rated by 2 men | 3.6 Good rated by 205 men | 3.7 Good rated by 192 men | 3.9 Good rated by 153 men |
Job security | 2.5 Poor | 3.3 Average | 3.7 Good | 3.8 Good |
View more
Waterfield Advisors Salaries
Waterfield Advisors salaries have received with an average score of 2.5 out of 5 by 4 employees.
Director
(6 salaries)
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₹38 L/yr - ₹62 L/yr
Portfolio Analyst
(4 salaries)
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₹9.5 L/yr - ₹13 L/yr
IT Manager
(3 salaries)
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₹6.5 L/yr - ₹7 L/yr
Assistant Vice President
(3 salaries)
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₹26 L/yr - ₹29 L/yr
Marketing Manager
(3 salaries)
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₹9 L/yr - ₹11.5 L/yr
Executive Assistant
(2 salaries)
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₹10.8 L/yr - ₹13.8 L/yr
Secretary
(2 salaries)
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₹8.1 L/yr - ₹10.4 L/yr
Executive Director
(2 salaries)
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₹34.2 L/yr - ₹43.7 L/yr
Department Manager
(2 salaries)
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₹10.8 L/yr - ₹13.8 L/yr
Finance & Administration Manager
(2 salaries)
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₹11.3 L/yr - ₹14.4 L/yr
Waterfield Advisors Jobs
Popular Designations Waterfield Advisors Hires for
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Waterfield Advisors News
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Indian startups raised over $177 million from Feb 17 to Feb 22, 2025; Lightstorm tops the list
- Between February 17 and February 22, 2025, 16 Indian startups raised over $177.3 million in funding.
- High-value deals included Lightstorm raising $80.7 million and Waterfield Advisors raising $18 million.
- Top sectors attracting investments were Cloud & Data Center Infrastructure, AI-powered visual merchandising, Food, and Enterprise AI.
- Several mergers and acquisitions took place including Atlys acquiring Artionis, PayRange acquiring Turns, Yuma Energy acquiring Grinntech, and InCred Group acquiring Arrow Capital.
ISN | 23 Feb, 2025

ETtech Deals Digest: Startups raise $158.5 million in week to February 21, up 76.9% on-year
- Startups raised around $158.5 million between February 15 and 21, marking a 76.9% increase compared to last year.
- The total funding raised this week declined by 51.6% compared to the previous week.
- Udaan, a B2B ecommerce firm, secured $75 million in fresh funding.
- Waterfield Advisors, a wealth advisory and multi-family office, raised $18 million in funding.
Economic Times | 21 Feb, 2025

Waterfield Advisors Secures ₹123 Crore in Funding Led by Jungle Ventures
- Mumbai-based wealth management firm Waterfield Advisors has raised ₹123 crore ($14.6 million) in a Series A funding round led by Jungle Ventures.
- The funding includes contributions from co-founder and CEO Soumya Rajan and a group of prominent individual investors.
- Waterfield Advisors plans to use the funds for growth, expansion, marketing, and general corporate purposes.
- The company aims to enhance its service offerings, strengthen its technology-driven investment advisory, and expand its reach within the Indian wealth management sector.
Startup Story | 20 Feb, 2025

Waterfield Advisors Raises $18 Million In Funding Round
- Waterfield Advisors has raised $18 million in a funding round led by Jungle Ventures.
- The funding will be used to enhance the firm's technology infrastructure and expand its presence across key financial hubs.
- Waterfield Advisors plans to deepen client engagement across various segments and expand its presence into tier-2 and tier-3 cities and key markets overseas.
- The company advises on over $5 billion in assets on behalf of around 375 client groups across 7 strategic locations in the country.
Bloomberg Quint | 20 Feb, 2025

Waterfield Advisors secures $18 mn funding to expand wealth advisory services
- Waterfield Advisors has secured $18 million in funding to expand its wealth advisory services.
- The investment will be used to enhance the firm's technology infrastructure, expand its presence in key financial hubs, and deepen client engagement.
- The funding includes a primary infusion of $15 million and a secondary transaction.
- Waterfield Advisors aims to extend its offering to a broader audience and expand its presence in tier-2 and tier-3 cities and key markets overseas.
HinduBusinessLine | 20 Feb, 2025

Waterfield Advisors Raises Rs 123 Cr Funding Led By Jungle Ventures
- Wealth management platform Waterfield Advisors raises Rs 123 crore ($14.6 million) in a funding round led by Jungle Ventures.
- The funds will be used for growth, expansion, marketing, and corporate purposes.
- After this funding, Waterfield Advisors is estimated to be valued at around Rs 723 crore ($86 million).
- Waterfield Advisors, founded in 2011, offers customized wealth management services to ultra-high-net-worth individuals and family offices.
VIE Stories | 20 Feb, 2025
Waterfield Advisors raises Rs 123 Cr led by Jungle Ventures
- Waterfield Advisors has raised Rs 122.99 crore through a private placement of Series A compulsorily convertible preference shares.
- Jungle Ventures V Investment Holding 1 Pte Ltd emerged as the largest investor, subscribing to 888,099 shares for Rs 99.99 crore.
- Individual investors, including Bharat Dhirajlal Shah, Vijay Singh, and others, also participated in the funding round.
- Waterfield Advisors, founded in 2011, provides bespoke wealth management services to ultra-high-net-worth individuals and family offices.
Yourstory | 19 Feb, 2025

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Waterfield Advisors FAQs
When was Waterfield Advisors founded?
Waterfield Advisors was founded in 2011. The company has been operating for 14 years primarily in the Financial Services sector.
Where is the Waterfield Advisors headquarters located?
Waterfield Advisors is headquartered in Mumbai,Maharashtra.
How many employees does Waterfield Advisors have in India?
Waterfield Advisors currently has approximately 50+ employees in India.
What are the cons of working in Waterfield Advisors?
Working at Waterfield Advisors does have some drawbacks that potential employees should consider. The company is poorly rated for work life balance, work satisfaction and skill development, based on 4 employee reviews on AmbitionBox.
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