Waterfield vs Sigfyn

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.

Managing money is complex. Sigfyn makes it simple. Using advanced AI and our deep expertise in investing, Sigfyn helps you understand your entire financial life, make confident decisions, and stay on track toward every goal. We are SEBI & AMFI registered and use bank-grade security to connect to 200+ financial institutions—giving you a complete 360° view of your finances in one trusted place. Import bank accounts, mutual funds, stocks, EPF, NPS and more in minutes. Add physical assets like gold, property, and loans. Sigfyn analyses everything instantly and tells you what’s working, what’s not, and what to do next. Whether you’re trying to grow wealth, optimize investments, reduce risk, or plan for retirement, Sigfyn gives clear, unbiased guidance — right when you need it. Key Features • AI-Powered Portfolio Review Uncover hidden costs, missed opportunities, underperforming investments, and behavioural patterns that impact your long-term wealth —instantly. • 360° Financial View See your entire wealth in one secure dashboard: Banks, mutual funds, stocks, property, gold, loans, EPF, NPS, and more. • Goal-Driven Planning Turn aspirations into action. Retirement, education, dream home, vacations — know exactly what steps to take and how much to invest to achieve them on time. • Smart Nudges & Insights Stay ahead with intelligent alerts. Sigfyn monitors your finances and nudges you before small blind spots turn into costly mistakes. • Real-Time Investment Tracking Track direct & regular mutual funds, SIPs, and stocks with live performance, benchmarks, and category-level comparisons. • NRI-Friendly Access Manage Indian investments from anywhere in the world. Perfect for users in UAE, Singapore, UK, US, Canada, and more. • Expert Advice When Needed Talk to SEBI-registered wealth experts for personalized guidance—especially for complex goals, portfolio restructuring, taxes, or retirement planning. • Secure by Design Bank-grade encryption, Account Aggregator integration, and complete data control. Delete your data anytime — no questions asked. Why Sigfyn Is Different Most apps only show you numbers. Sigfyn tells you what those numbers mean. Managing money today is overwhelming—too many products, too many opinions, and too little clarity. Sigfyn cuts through the noise with: • Deep financial intelligence • Personalized recommendations • Actionable next steps • A blend of AI insights + human expertise The real edge in investing doesn’t come from chasing the markets—it comes from making better decisions consistently. Sigfyn helps you master that. With Sigfyn, you don’t just track your wealth. You understand it. You improve it. And you stay in control. Talk to Us Anytime Money is personal — and so are we. Whether you’re new to investing or managing a large portfolio, our advisors are here for honest, unbiased second opinions. No commitment. No pressure. Just clarity, reassurance, and perspective from experts who understand your goals. Sigfyn’s human experts bring experience and empathy to every conversation - because guidance should always feel accessible. Your Money, Made Smarter Sigfyn brings intelligence, simplicity, and expert care together—so you can focus on living your life, not stressing about your finances. From tracking to planning to improving, everything works seamlessly and securely in one app you can trust. Download Sigfyn today and experience what your financial life looks like when it’s organized, analyzed, and guided—for free. Try it. No commitments. Just smarter decisions. Terms and conditions: https://sigfyn.com/terms Privacy Policy: https://sigfyn.com/privacy Customer service: contact@sigfyn.com