Is Waterfield Financial and Investment Advisors Private Limited registered with SEBI?

Waterfield Financial and Investment Advisors Private Limited appears on SEBI's public list of Portfolio managers as published on sebi.gov.in (list note: May 23, 2026). Registration can change; verify on SEBI before investing.

What SEBI category is Waterfield Financial and Investment Advisors Private Limited?

esi.in lists it under SEBI registered portfolio managers. PMS offers customised portfolios for HNI clients with higher minimums than typical mutual funds.

Does esi.in recommend this intermediary?

No. Esi.in publishes educational directory information only, not investment advice, ratings, or solicitations.

Where should I verify registration?

Use SEBI's Recognised Intermediaries page and the entity's official disclosures. Report unregistered solicitations to SEBI.

Waterfield Financial and Investment Advisors Private Limited - SEBI Portfolio managers

About this SEBI-registered entity

Waterfield Financial and Investment Advisors Private Limited is listed on SEBI's recognised intermediaries register. esi.in maps public SEBI fields to investment education on mutual funds, brokers, PMS, and related topics: not a recommendation to invest.

PMS offers customised portfolios for HNI clients with higher minimums than typical mutual funds.

Explore related investment guides and calculators before you commit capital.

Registration snapshot

Legal / display name

Waterfield Financial and Investment Advisors Private Limited

SEBI category

SEBI registered portfolio managers

Registration no.

INP000007818

Validity (SEBI list)

Feb 14, 2023 - Perpetual

Contact person

Shilpa Dadhich

Email (public list)

shilpa.dadhich@waterfieldadvisors.com

Telephone

000919987538394

Address

142 Maker Chamber VI , 220 Jamnalal Bajaj Marg Nariman Point, MUMBAI, MAHARASHTRA, 400021

What investors should verify

Live SEBI status: Names and categories change: confirm on sebi.gov.in.
Product fit: Match the intermediary type to your goal (MF, broking, PMS, REIT, etc.).
Fees and risks: Read offer documents, KIM/SID, and risk disclosures.
Grievance: Note SCORES and ombudsman routes if service fails.

FAQs

Is Waterfield Financial and Investment Advisors Private Limited registered with SEBI?: Waterfield Financial and Investment Advisors Private Limited appears on SEBI's public list of Portfolio managers as published on sebi.gov.in (list note: May 23, 2026). Registration can change; verify on SEBI before investing.
What SEBI category is Waterfield Financial and Investment Advisors Private Limited?: esi.in lists it under SEBI registered portfolio managers. PMS offers customised portfolios for HNI clients with higher minimums than typical mutual funds.
Does esi.in recommend this intermediary?: No. Esi.in publishes educational directory information only, not investment advice, ratings, or solicitations.
Where should I verify registration?: Use SEBI's Recognised Intermediaries page and the entity's official disclosures. Report unregistered solicitations to SEBI.

Disclaimer: Data from SEBI recognised intermediaries register (as noted on source: May 23, 2026). esi.in (Elevate. Scale. Inspire.) is not affiliated with SEBI or Waterfield Financial and Investment Advisors Private Limited. This page is for education only, not investment, legal, or tax advice. Past registration does not guarantee future status.