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(ABOVE 10$ MILLION)

Holistic & unbiased advice to protect & grow your wealth

Personalized succession plan crafted for an enduring legacy

Rich insights to govern the functioning of your family's affairs

Impact driven solutions to support the causes you care about

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(1$-10$ MILLION)

Independent and impartial advice tailored to your needs

Ensuring seamless migration of your wealth

Helping you navigate the complexities of giving

Access to trusted insights and your wealth 24x7

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Tailor made to achieve your financial goals
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Offices
Mumbai
+91-22-66210700

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

Noida
+91-88-60824008

18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

Bengaluru
+91-80-67433089

815, 8th Floor, The Estate, Regus Business Centre, Dickenson Road, Bengaluru - 560042

SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Chennai
+91-44-66385532

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Kochi
+91-484-4148112

Centre A, 8th Floor, Alapatt Heritage Building, MG Road, Kochi - 682035

SEBI Office: 6th Floor, Finance Tower, Kaloor, Kochi - 682017

Goa
+91-99-23191607

603A, 6th Floor, Dempo Trade Centre, Patto, Panjim, Goa - 403001

SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa

The change makers
and our pillars of

Board of directors
The foundation to
our strong pillars
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As the founder of Waterfield Advisors, Soumya brings over 25 years of financial services experience. She has advised several of India’s leading business families on issues related to the success and continuity of their family enterprise, including managing their family investments, succession transitions, mentoring the NextGen, corporate and family governance, conflict resolution, business strategy and philanthropy.

Prior to founding Waterfield, Soumya worked at Standard Chartered Bank India for 16 years, where her last assignment was heading their Private Banking Division from 2008 to 2010. Her experience in banking is across a wide range of areas, covering Risk Management, Consumer Banking and Private Banking.

Soumya serves on the Board of several non-profit organizations, having served as Vice-Chair of Reach to Teach, a charity focused on primary education for disadvantaged children in India; as an Advisory Board Member of Peepul, a charity focused on creating a school transformation platform for government schools; on the Advisory Council of the Indian Institute of Technology (IIT) Gandhinagar’s Research Park and Entrepreneurship Centre, and as a Board Member of CSTEP, a research think tank that recommends public policy on the use of new emerging technologies for social and economic development in the areas of energy, environment and infrastructure.

Soumya also serves as an Independent Non-Executive Director of Aavas Financiers, a listed company, engaged in the business of providing housing loans, primarily to the un-served, unreached and under-served segments in India.

Soumya was recognized in 2019 as amongst India’s Top 100 Women in Finance. She completed a Masters in Mathematics from Oxford University, U.K and a B.A (Hons) in Mathematics from St. Stephen’s College, Delhi.

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S R Iyer is the former Managing Director of the State Bank of India and the First Executive Chairman of the Credit Information Bureau (India) Limited (CIBIL). He is presently on the Boards of a few Indian companies as an Independent Director and is the Chairman of the Infrastructure Finance Credit Committee of Aditya Birla Finance Ltd.

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Sanjay Teli is the Founder and Managing Director of the ESP Group, prior to which he has had a decade long working association with the HDFC group, Sterling group and Eureka Forbes. Career choreography is Sanjay’s core competency for senior level executives and is known for his knowledge and assessment capabilities.

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Amit Patni is the promoter shareholder of Patni Computers. He is also the Co-founder of RAAY Investments (a Single Family Office), Chairman at Nirvana Venture Advisors (Digital and Internet Venture Fund), Co-founder and Partner of Elysium Investment Advisors (a hedge fund) and Co-founder and Partner of The Hive-India (Big Data incubator).

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Arihant Patni is the promoter shareholder of Patni Computers and the Managing Director of Patni Financial Advisors (a family office for the Patni Computers family). He is the Managing Director of Ideaspring Capital, a early stage fund focusing on enterprise technology, Co-Founder of Nirvana Venture Advisors (Digital and Internet Venture Fund) and Co-Founder of The Hive-India (Big Data Incubator).

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Mr. Peter Flavel is the CEO of Coutts in the UK. He has over 30 years of experience in financial services across Asia, the Americas, the Middle East, and Europe. Prior to joining Coutts, Peter was the CEO of JP Morgan Private Wealth Management for the Asia Pacific and founded Standard Chartered Bank’s Global Private Bank in 2006. Peter is the Vice-Chair of Trustees of the Duke of Edinburgh Commonwealth Study Conference and a member of the Philanthropy Advisory Committee of the Royal Albert Hall. Peter was born in Australia and has degrees in Law and Economics from the University of Adelaide. He has also attended the Advanced Management Programmes at Harvard Business School and the University of Oxford.

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Mr. Thomas C. Barry is the President and Chief Executive Officer of Zephyr Management, L.P., an investment management company which he founded in 1994. Prior to founding Zephyr, Tom was President and CEO of Rockefeller & Co., the investment management arm of the Rockefeller family, from 1983 to 1993. Previously, he was employed by T. Rowe Price Associates, Inc. from 1969 to 1982. Tom received an MBA from Harvard Business School in 1969 and an undergraduate degree from Yale University in 1966 where he majored in Latin American Studies. He is a Chartered Financial Analyst. Tom is active in numerous not-for-profit institutions, including Harvard Graduate School of Business Administration (former member of Visiting Committee; Alumni Association Board of Directors), Harvard Kennedy School of Government (Dean’s Council), and Yale University President’s Council on International Affairs.

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Mr. Mukund Rajan is the Chairman of ECube Investment Advisors Limited, a first-of-its-kind platform created in 2019 to catalyse Environment, Social, and Governance (ESG) changes in Corporate India. Prior to this, Mukund was with the Tata Group for 23 years, where he served as the first Brand Custodian of the Tata Group, Chief Ethics Officer of the Group, Chairman of the Tata Global Sustainability Council, and Member of the Group Executive Council at Tata Sons. Mukund also serves as the Chairperson of the Environment Committee of FICCI. He is an alumnus of IIT Delhi and completed a Masters and Doctorate in International Relations on a Rhodes Scholarship at the University of Oxford.

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Mr. Jeremey Mistry is a graduate of the University of Michigan's Honors College, and began his career in private wealth management at Salomon Smith Barney in the United States, originating and managing a portfolio of high net worth family clients, advising them on asset allocation, trust & estate planning, and debt & equity investments. After completing an MBA at the London Business School, Jeremey joined Citibank, working across the bank's Audit & Risk Review (London), Corporate M&A, Wealth Management (New York), and Investment Banking (Mumbai) divisions. He joined Lehman Brothers' India Investment Banking team, advising corporate clients on debt and equity issuance, as well as M&A; and subsequently, at Nomura Securities and then Morgan Stanley, Jeremey advised clients on raising capital and transacting complex M&A mandates. Jeremey is the Co-Founder and Director of Pali Hill Ventures and currently serves as the Chief Financial Officer of Pegasus Digital Mobility Acquisition Corporation (NYSE: PGSS.UT).

Leadership team

Leading by
example

Being a leader at Waterfield means advocating and inspiring the way forward, and turning vision into reality. Our leaders are stewards for our clients, our people, our communities and our profession.

  • Soumya Rajan
    Soumya Rajan
    Founder and CEO

    As the founder of Waterfield Advisors, Soumya brings over 25 years of financial services experience. She has advised several of India’s leading business families on issues related to the success and continuity of their family enterprise, including managing their family investments, succession transitions, mentoring the NextGen, corporate and family governance, conflict resolution, business strategy and philanthropy.

    Education
    • Masters in Mathematics, Oxford University
    Expertise
    • UHNW Advisory
    • Financial Literacy
    • Women Empowerment
  • Kartik Kini
    Kartik Kini
    Chief Operating Officer

    With over 25 years of experience, Kartik has worked with some of the largest financial services firms including Avendus, Deutsche Bank and Merrill Lynch, India. Kartik brings with him a robust operational background and has enhanced the firm’s operating model by leading the process and technological changes.

    Education
    • Certified Chartered Accountant, ICAI
    Expertise
    • Operations
    • Digital Transformation
    • Talent Acquisition
  • Mihir Nanavati
    Mihir Nanavati
    CHIEF FINANCIAL OFFICER

    Mihir brings over 25 years of experience in the financial services space and has worked in leadership roles with prominent wealth management and financial institutions such as IIFL Wealth, Avendus, ICICI & Asset Reconstruction Company Ltd.

    At Waterfield, he leads the accounting & finance function. He is also responsible for the planning, budgeting, accounting, tax, and audit functions of the group. Mihir is part of the leadership team responsible for the strategic decision-making for the group. Mihir is a chartered accountant by qualification.

    Education
    • Certified Chartered Accountant, ICAI
    • Masters in financial management from Mumbai University
    Expertise
    • Strategy, planning, and performance management
    • Fundraising and Investor relationship
    • Risk management, Assurance, and Compliance
  • Sharad Mendon
    Sharad Mendon
    Managing Director,
    Origination and Client Coverage

    Over 23 years of experience at some of the reputed financial services firm such as ABN AMRO Bank, Birla Sun Life and Religare Macquarie Private Wealth. In his diverse roles across these wealth management platforms he has led product, advisory and business development teams. His all-round experience of product and relationship management helps in sharing a very unique perspective with several of Waterfield’s key clients in the West and South India. Sharad specialises in collaborating with key partners and the various stakeholders to structure portfolio solutions for clients.

    Education
    • Bachelor of Commerce, University of Mumbai
    Expertise
    • UHNW Advisory
    • Investment Outlook
    • Client Relations
  • Sadaf Behbahany
    Sadaf Behbahany
    Managing Director,
    Global Wealth Advisory

    Having worked with Standard Chartered and Credit Suisse, Sadaf brings with her over 18 years of thoughtful and analytical experience. She assists family offices and enterprises in achieving their family and business goals. Some of her responsibilities include designing and implementation of family governance, education and training of family members for future roles, preparation of the next generation, succession transitions.

    Education
    • Bachelor of Commerce, University of Mumbai
    Expertise
    • Global Investing
    • Offshore Allocation
    • NRI Advisory
  • Nanda Majumdar
    Nanda Majumdar
    Chief human resources Officer

    Nanda is a seasoned human resources executive who works closely with apex leadership teams. She contributes her broad and diverse expertise from numerous industries, spanning 27 years in human resources, management consultancy, and business journalism.

    Nanda joins Waterfield Advisors from Nishith Desai Associates. She has worked for a number of well-known companies, including SAP India, Universal Music, Manpower India, and Wizcraft Entertainment.

    Education
    • PGDM, Times School of Marketing
    Expertise
    • Strategic HR
    • Talent Management
    • Organizational Development
  • Rohan Paranjpey
    Rohan Paranjpey
    Executive Director, Head Alternative Investments

    Rohan has over 11 years of diverse work experience spanning across global investment banking at Deutsche Bank, a startup leadership role at Carbon Clean Solutions, and early stage investment experience at Blume Ventures. At Waterfield, Rohan assists clients with their strategy for the unlisted space, along with sourcing and evaluation of startups.

    Education
    • B.Tech, Mechanical Engineering, IIT Bombay
    • Masters of Business Administration, Indian School of Business - Hyderabad
    Expertise
    • Deal Sourcing
    • Private Placement
    • PE/VC Fund Investing
  • Himanshu Maheshwari
    Himanshu Maheshwari
    EXECUTIVE DIRECTOR, BUSINESS SUPPORT

    Himanshu, a Chartered Accountant, has over 20 years of experience working for global wealth management businesses including DSP Merrill Lynch, JM Financials and Julius Baer. Himanshu was also responsible for developing the Managed Services business at Miles Software, a premier wealth management product company. Himanshu is an expert in establishing strong and reliable operations, processes, technology, software applications and financial product implementation.

    Education
    • Certified Chartered Accountant, ICAI
    Expertise
    • Business Operations
    • Digital Transformation
  • Soumya Rajan
    Founder and CEO
  • Kartik Kini
    Chief Operating Officer
  • Mihir Nanavati
    Chief Financial Officer
  • Sharad Mendon
    Managing Director,
    Origination and Client Coverage
  • Sadaf Behbahany
    Managing Director,
    Global Wealth Advisory
  • Nanda Majumdar
    Chief human resources Officer
  • Rohan Paranjpey
    Executive Director, Head Alternative Investments
  • Himanshu Maheshwari
    Executive Director, Business Support
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If ethics and integrity
drive you, Look no further

Some of the most prominent business families in India place their trust in our family office advisory services to manage their wealth. Know what it takes to grow with us.

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Contact

Your legacy awaits



Topic of Enquiry*:


How did you discover Waterfield?





arrow
Follow Us
linkedin
Offices
Mumbai
+91-22-66210700

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

Noida
+91-88-60824008

18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

Bengaluru
+91-80-67433089

815, 8th Floor, The Estate, Regus Business Centre, Dickenson Road, Bengaluru - 560042

SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Chennai
+91-44-66385532

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Kochi
+91-484-4148112

Centre A, 8th Floor, Alapatt Heritage Building, MG Road, Kochi - 682035

SEBI Office: 6th Floor, Finance Tower, Kaloor, Kochi - 682017

Goa
+91-99-23191607

603A, 6th Floor, Dempo Trade Centre, Patto, Panjim, Goa - 403001

SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa