Waterfield vs Fiscus

Waterfield is India’s leading Multi-Family Office and Wealth Advisory Firm. We are registered with SEBI as Investment Advisors and work with family-owned businesses, trusts & endowments and single-family offices in several investment and non-investment related areas. Our role is to provide holistic advice without a conflict of interest in all our dealings with our clients. Today the firm has six offices across the country in New Delhi, Mumbai, Chennai, Bangalore, Hyderabad and Kochi; and works with 70 prominent families in India, managing over US$4 billion in financial assets (excluding promoter holdings) for these families. We help clients plan, structure and manage their family wealth, working exclusively on their behalf as their dedicated family office. As an advisory firm on the Investment side, we have an open architecture platform working with all the leading product manufacturers across AMCs, PMS and AIF providers. We believe in transparency and unlike other wealth managers and family offices backed by financial institutions, we are pioneering the concept of being a pure advisory firm and do not receive any distribution fees from any product providers and work solely for our client’s benefit, helping them over time to improve their portfolio returns and lower their cost of investment.

Fiscus enables you to Track Your Portfolio Realtime across different Asset Classes & Products. So now stay on top of your investments in Equity, Mutual Funds, Bank Deposits, Small Savings Schemes & Retirement Schemes. All you need is your portfolio details to be linked to the Finexa Platform, and you will be able to view all your investments updated every day! Ask Your Financial Advisor for Finexa and Fiscus!