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Waterfield Advisors

Waterfield Advisors

Mumbai, Maharashtrawaterfieldadvisors.com

Overview

Waterfield Advisors is an Indian multi-family office and wealth advisory firm that provides investment advisory, succession planning, and philanthropic guidance to ultra-high-net-worth families, trusts, and entrepreneurs.

Year Founded

2011

Portfolio Companies

3

Investments

Waterfield Advisors investments
CompanyDateStageLead
Blue Tokai Coffee RoastersMay 2026Series D ExtensionCo-investor
Akshayakalpa OrganicMar 2026Series DCo-investor
AYEFinDec 2023Series FCo-investor

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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Firmographic Details

HeadquartersMumbai, Maharashtra
Year Founded2011

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