When was Waterfield Advisors founded?

Waterfield Advisors was founded in 2011 and raised its 1st funding round 3 years after it was founded.

Where is Waterfield Advisors located?

Waterfield Advisors is headquartered in Mumbai, India. It is registered at 142, MAKER CHAMBER VI, 220 JAMNALAL BAJAJ MARG, NARIMAN POINT, MUMBAI, Maharashtra, India, 400021.

Which legal entities is Waterfield Advisors associated with?

Waterfield Advisors is associated with WATERFIELD ADVISORS PRIVATE LIMITED and 5 others.

How many employees does Waterfield Advisors have?

As of May 31, 2026, the latest employee count at Waterfield Advisors is 126.

Is Waterfield Advisors a funded company?

Waterfield Advisors is a funded company, having raised a total of $29.2M across 4 funding rounds to date. The company's 1st funding round was a $***** Series A round, raised on Mar 19, 2014.

How much is Waterfield Advisors worth?

The latest valuation of Waterfield Advisors is ₹***** as of Apr 20, 2026.

When was the latest funding round of Waterfield Advisors?

Waterfield Advisors' latest funding was a $***** Series B round on Feb 19, 2025, with participation from 9 investors.

What is the annual revenue of Waterfield Advisors?

Annual revenue of Waterfield Advisors is between ₹50 Cr and ₹100 Cr as on Mar 31, 2026

Where does Waterfield Advisors rank among its competitors?

Waterfield Advisors ranks 1st amongst 59 active competitors, of which 7 are funded. It stands 1st in terms of total funding among its competitors. The most recent competitor to raise funding was Nexedge Capital, which secured $20M in Aug, 2026.

Who are the top competitors of Waterfield Advisors?

Waterfield Advisors' top competitors include Client Associates, Entrust Family Office and Alpha Capital. Among them, Nexedge Capital secured the most recent funding round in August, 2026.

Waterfield Advisors - 2026 Company Profile, Team, Funding, Competitors & Financials

Waterfield Advisors is a series B company based in Mumbai (India), founded in 2011 by Sanjay Sadashiv Teli. It operates as a Provider of wealth management and financial advisory strategic consulting services. Waterfield Advisors has raised $29.2M in funding from investors like TVS Capital Funds, RAAY Global Investments and Zephyr Management, with a current valuation of ₹*****. The company has 59 active competitors, including 7 funded and 1 that has exited. Its top competitors include companies like Client Associates, Entrust Family Office and Alpha Capital.

Company Details

Provider of wealth management and financial advisory strategic consulting services. Services include investment planning, portfolio management, retirement planning, estate considerations, and financial decision support for individuals and institutions. Advisory offerings focus on evaluating financial goals, managing assets, and supporting informed long term planning through professional financial guidance.

Website: waterfieldadvisors.com
Social
Email ID: *****@waterfieldadvisors.com
Phone Number: +91 **********
Registered Address: 142, MAKER CHAMBER VI, 220 JAMNALAL BAJAJ MARG, NARIMAN POINT, MUMBAI, Maharashtra, India, 400021

Key Metrics

Founded Year

2011

Location

Mumbai, India

Stage

Series B

Total Funding

$29.2M in 4 rounds

Latest Funding Round

Series B, Feb 19, 2025, $*****

Post Money Valuation

₹***** as on Apr 20, 2026

Investors

Bharat Dhirajlal Shah & 62 more

Ranked

1^st among 59 active competitors

Annual Revenue

₹50 - ₹100 Cr as on Mar 31, 2026

Employee Count

126 as on May 31, 2026

Investment & Acquisitions

Blue Tokai Coffee Roasters & 2 more

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View Waterfield Advisors' full profile

Waterfield Advisors is associated with 6 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count
Waterfield Sponsor Llp CIN: ABZ-9314 , India, Active	Jan 28, 2023	0 - ₹10 Cr (As on Mar 31, 2025)	5 (As on Aug 31, 2025)
WATERFIELD INTERNATIONAL IFSC PRIVATE LIMITED CIN: U66190GJ2023PTC146493 , India, Active	Nov 28, 2023	0 - ₹10 Cr (As on Mar 31, 2025)	2 (As on May 31, 2026)
WATERFIELD FOUNDATION CIN: U85300MH2023NPL397067 , India, Active	Jan 06, 2023	0 - ₹10 Cr (As on Mar 31, 2025)	87 (As on Aug 31, 2025)
WATERFIELD FUND MANAGERS PRIVATE LIMITED CIN: U65990MH2020PTC340389 , India, Active	Jun 07, 2020	0 - ₹10 Cr (As on Mar 31, 2025)	5 (As on May 31, 2026)
WATERFIELD FINANCIAL AND INVESTMENT ADVISORS PRIVATE LIMITED CIN: U74900MH2012PTC234921 , India, Active	Aug 24, 2012	₹10 - ₹50 Cr (As on Mar 31, 2025)	90 (As on May 31, 2026)
WATERFIELD ADVISORS PRIVATE LIMITED CIN: U74120MH2011PTC220601 , India, Active	Aug 05, 2011	₹50 - ₹100 Cr (As on Mar 31, 2026)	31 (As on May 01, 2026)

Waterfield Advisors has raised a total funding of $29.2M over 4 rounds. Its first funding round was on Mar 19, 2014. Its latest funding round was a Series B round on Feb 19, 2025 for $*****. 9 investors participated in its latest round. Waterfield Advisors has 15 institutional investors and 48 angel investors.

Here is the list of recent funding rounds of Waterfield Advisors:

Filter this list

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Feb 19, 2025	8835855	Series B	8746987	2191677	1429455	9720141
Jan 19, 2022	2561041	Series B	9689154	7447481	9643014	Zephyr Management & 19 more
Dec 04, 2019	7764872	Series A	2587621	3328871	TVS Capital Funds & 2 more	Gaurav Dalmia & 20 more

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View details of Waterfield Advisors's funding rounds and investors

The founders of Waterfield Advisors is Sanjay Sadashiv Teli.

Here are the details of Waterfield Advisors' key team members:

Sanjay Sadashiv Teli: Co-Founder / Director of Waterfield Advisors and founder of 2 other companies, ESP Consultant and SAM Corporate. They are also an angel investor in 3 startups and serve on the board of 1 company.
Contact Info: 1 phone number

Waterfield Advisors' Board of Directors

Waterfield Advisors's board has 8 active members. Sanjay Sadashiv Teli, Subramaniam Ramachandran Iyer, Ramakrishnan Sivaswamy Iyer, Mukund Govind Rajan, Amitkumar Gajendrakumar Patni, Peter Gordon Flavel and Soumya Rajan are part of team and Thomas Corcoran Barry is independent board member.

Here is the list of Waterfield Advisors' board of directors:

Name	Type	Representing	Status	Duration
Sanjay Sadashiv Teli	Team	-	Current	15y 2m
Soumya Rajan	Team	-	Current	15y 2m
Subramaniam Ramachandran Iyer	Investor	-	Current	14y 2m
Ramakrishnan Sivaswamy Iyer	Investor	-	Current	3y 8m
q{aormi	Investor	lejalmi	Current	7y 7m
ldfbqsk	Investor	xbryegl	Current	9y 7m
vdvpohc	Investor	drf{ati	Past	3y 7m
Thomas Corcoran Barry	Independent board member	-	Current	4y 8m
ypxmzak	Independent board member	-	Past	8y 9m

View details of Waterfield Advisors's Founder profiles and Board Members

Waterfield Advisors' employee count trend

Waterfield Advisors has 126 employees as of May 26. Here is Waterfield Advisors's employee count trend over the years:

Employee count trend for Waterfield Advisors

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Top competitors of Waterfield Advisors include Client Associates, Entrust Family Office and Alpha Capital. Here is the list of Top 10 competitors of Waterfield Advisors, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Waterfield Advisors 2011, Mumbai (India), Series B	Provider of wealth management and financial advisory strategic consulting services	$29.2M	TVS Capital Funds, Chiratae Ventures & 61 others	69/100
2nd	Client Associates 2002, Gurugram (India), Seed	Provider of private wealth management and family office advisory services	$2.35M	-	61/100
3rd	Entrust Family Office 2013, Bengaluru (India), Series A	Provider of family office advisory and wealth management services	$5.59M	Connect India, Olivaclinic	54/100
4th	Alpha Capital 2009, Mumbai (India), Seed	Multi-family office	$3.62M	-	54/100
5th	LGT Wealth India 2021, Mumbai (India), Unfunded	Provider of multi family offices investments services	-	-	45/100
6th	Equirus Family Office 2010, Bengaluru (India), Acquired	Multi Family Office	-	-	43/100
7th	Valtrust 2018, Chennai (India), Seed	Provider of asset management solutions for families and institutions	$12.5K	Third Axis Partner, Metlloy & 2 others	42/100
8th	Cervin Family Office & Advisors 2019, Mumbai (India), Seed	Provider of family office advisory services	$1.48M	Manipal Group, Meridian Investments & 2 others	41/100
9th	Nexedge Capital 2024, Delhi (India), Series B	Provider of wealth management, tax planning, and business advisory services	$20M	Mirae Asset Venture Investments, Elev8 Venture Partners ... Read more	41/100
10th	Nrups Consultants 2013, Ahmedabad (India), Unfunded	Provider of investment banking and family office corporate advisory services	-	-	34/100

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WATERFIELD ADVISORS PRIVATE LIMITED, the legal entity associated with Waterfield Advisors, generated between ₹50 Cr and ₹100 Cr in revenue for the financial year ending on Mar 31, 2026. The revenue of WATERFIELD ADVISORS PRIVATE LIMITED has a compounded annual growth rate (CAGR) of 20% in the last 1 year.

Financial Statement Summary

Metrics	FY 2025-26	FY 2024-25	FY 2023-24	FY 2022-23	FY 2021-22
Income Statement
Revenue	6557	9626	6415	7070	3428
Total Sales	4071	7518	9072	5836	5546
Total Expenses	7417	3295	3505	9683	1789
Operating Expenses	9204	9575	2049	6690	1645
Employee Expenses	1433	5660	5569	4930	5835
Marketing Expenses	1066	4769	9577	6719	8657
Operating Income (EBIT)	7861	9401	7957	7937	7451
Interest Expenses	9300	6351	9657	4939	7460
Expenses from other activities	8696	4304	3105	2715	8193
Information Technology Expenses	2648	1487	4052	3459	6975
EBITDA	1885	3283	4497	6408	6189
Taxes	6996	6720	5190	2792	8692
Net Profit	3000	8998	1346	1297	3476
Balance Sheet
Assets	6337	3933	1217	7198	6650
Cash Equivalent	2887	4794	8886	5449	2302
Accounts Receivables	9247	4875	8906	8735	9883
Inventory	4550	3766	7769	4369	1220
Liabilities	8663	6432	9857	3686	2733
Total Debt	2173	5250	4118	2784	8694
Accounts Payable	7905	2875	2221	8617	9164
Equities	2630	3514	7314	7405	2812
Cashflow Statement
Cash from Operating activities	6620	1611	7105	1999	3521
Cash from Investing activities	5992	4553	1203	9961	2919
Net cash from Financing activities	7980	7282	6863	5999	6213

Detailed Financials (Income Statement, Balance Sheet, Cashflow Statement)

Founders (largest shareholder) own 36.56%, Funds own 29.23%, Enterprises own 2.73% and Angels own 17.70%. The net worth of Waterfield Advisors's founders is INR 270Cr as of Apr 20, 2026. The cap table displayed below is for WATERFIELD ADVISORS PRIVATE LIMITED which is the legal entity associated with Waterfield Advisors.

Shareholders Name	Post Round Holding %	Net worth	Cumulative Investment	Realised Returns	Unrealised Returns	Return Multiple
Founder	36.56%	270Cr	1745410	9712576	1001680	4708922
Sanjay Sadashiv Teli	2936241	3259358	8757356	3612626	3593885	5987725
Fund	29.23%	216Cr	5559940	3488004	9851466	2864822
RAAY Global Investments	3701	2800	3798	4573	3374	9816
Zephyr Management	10	84	45	24	61	58
Jungle Ventures	8	1	8	5	6	3
TVS Capital Funds	0	0	0	0	0	0
Enterprise	2.73%	20.2Cr	10	95	76	95
Angel	17.70%	131Cr	2938862	1552161	3154988	3146081
Arihant Patni .	3017	1011	3638	6117	1754	8355
Bharat Dhirajlal Shah	653	811	945	571	540	440
Other People	0.22%	1.66Cr	0	0	0	0
ESOP Pool	13.25%	97.8Cr	7620767	7559351	5975562	7014539
Other Investors	0.30%	2.22Cr	0	0	0	0
Total	100.00%	738Cr	1785659	3404738	9561941	8724074

Notes: The column Net Worth represents the net worth of investments made by that entity, as per the latest cap table.

Disclaimer

Waterfield Advisors has made 3 investments including Blue Tokai Coffee Roasters, Akshayakalpa and AYEFin. Waterfield Advisors has not made any acquisitions as of now.

Here is the list of its investments:

Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
Apr 29, 2026	Investments	Blue Tokai Coffee Roasters	2013	Gurugram (India)
Feb 07, 2026	Investments	Akshayakalpa	2010	Tiptur (India)
Dec 13, 2023	Investments	AYEFin	2014	Gurugram (India)