Visesh is a Chartered Accountant and a CFA Charterholder currently serving as a Family Office Advisor at Waterfield, India’s leading independent multi-family office. In his role, he specializes in providing tailored private wealth solutions, fostering long-term client relationships, and guiding families towards achieving their financial objectives. His focus lies in delivering strategic advice to enable families optimize and grow their wealth sustainably. Previously, he gained diverse experience in the financial services domain through roles with Sicomoro Advisors, where he advised HNI and UHNI families, and EY. At EY, he worked as a Strategy and Transactions Associate and began his journey in Assurance as an Intern.