Prerna Lotlikar's Colleagues at Waterfield Advisors
Prerna Lotlikar's Contact Details
Mumbai,Maharashtra,India
Waterfield Advisors
Prerna Lotlikar's Company Details
Waterfield is India's leading Multi-Family Office. 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 four offices across the country in New Delhi, Mumbai, Chennai and Bangalore; and works with group of 70 prominent families in India, managing over US$3.5bn in financial assets (excluding promoter holdings) for these familiesWe 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.