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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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Helping you navigate the complexities of giving

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Offices

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

7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

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

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

Level 5, No. 501, Prestige Garnet, 36, Ulsoor Road, Bengaluru – 560042

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

Chennai

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

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

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

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

Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001

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

1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006

Kolkata

916, PS Arcadia, Level 9, 4A, Camac Street, Kolkata 700016

The change makers
and our pillars of

Board of directors
Stewards of the
company’s vision
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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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Soumya is the founder and CEO of Waterfield Advisors, which is the largest multi-family office and wealth advisory firm in India. With over 25 years of experience in private banking and wealth advisory, Soumya commenced her career at ANZ Grindlays Bank, which later became Standard Chartered Bank. She worked for 17 years with the Bank in both India and Singapore, with her last role being the head of the Private Banking division of Standard Chartered in India. In 2011, she established Waterfield Advisors.

As one of the earliest advocates of fee-only investment advisory in India, Soumya founded Waterfield on the principles of an alignment of interests with clients in the wealth advisory space. Today, Waterfield advises on financial assets exceeding $4 billion on behalf of India's leading and some of the most iconic business families. She also provides guidance to these families on non-investment issues such as succession planning, corporate and family governance, business strategy, and philanthropy. Soumya's leadership has contributed to Waterfield's reputation as one of India's largest and most-awarded wealth management firms.

In recognition of her contributions to the wealth management industry and as an entrepreneur, Soumya has received several awards and honours. She was awarded Woman Entrepreneur of the Year (Finance Category) by Financial Express in 2023, listed in Forbes India's Most Powerful Women’s List in 2021, won the Private Banker International's Outstanding Private Banker (Asia Pacific) award in 2021 and served on the global jury of the Euromoney Global Private Banking Awards in 2023.

Soumya is a member of the Advisory Committee of BASL, the regulatory and supervisory body for Registered Investment Advisors (RIAs) in India and serves as a Board member of several non-profit organizations in the education and healthcare sectors. She was awarded the Radhakrishnan Scholarship to study at Oxford University, UK, where she earned her Masters in Mathematics, in addition to holding a B.A (Hons) in Mathematics from St. Stephen's College, Delhi.

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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 Ex-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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Ramesh S. Ramakrishnan is the Chairman of Transworld Group and has over 30 years of experience in the shipping and allied industries. He has received multiple awards for his leadership, including "Marine Personality of the Year" in 2011 and "Indian CEO of the Year" in 2012. He has also been recognized by Forbes as one of the "Top Indian Leaders in the Middle East" from 2013-2018.

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 and our people.

  • Soumya Rajan
    Soumya Rajan

    Founder and CEO

    Soumya is the founder and CEO of Waterfield Advisors, which is the largest multi-family office and wealth advisory firm in India. With over 25 years of experience in private banking and wealth advisory, Soumya commenced her career at ANZ Grindlays Bank, which later became Standard Chartered Bank. She worked for 17 years with the Bank in both India and Singapore, with her last role being the head of the Private Banking division of Standard Chartered in India. In 2011, she established Waterfield Advisors.

    As one of the earliest advocates of fee-only investment advisory in India, Soumya founded Waterfield on the principles of an alignment of interests with clients in the wealth advisory space. Today, Waterfield advises on financial assets exceeding $4 billion on behalf of India's leading and some of the most iconic business families. She also provides guidance to these families on non-investment issues such as succession planning, corporate and family governance, business strategy, and philanthropy. Soumya's leadership has contributed to Waterfield's reputation as one of India's largest and most-awarded wealth management firms.

    In recognition of her contributions to the wealth management industry and as an entrepreneur, Soumya has received several awards and honours. She was awarded Woman Entrepreneur of the Year (Finance Category) by Financial Express in 2023, listed in Forbes India's Most Powerful Women’s List in 2021, won the Private Banker International's Outstanding Private Banker (Asia Pacific) award in 2021 and served on the global jury of the Euromoney Global Private Banking Awards in 2023.

    Soumya is a member of the Advisory Committee of BASL, the regulatory and supervisory body for Registered Investment Advisors (RIAs) in India and serves as a Board member of several non-profit organizations in the education and healthcare sectors. She was awarded the Radhakrishnan Scholarship to study at Oxford University, UK, where she earned her Masters in Mathematics, in addition to holding a B.A (Hons) in Mathematics from St. Stephen's College, Delhi.

    Education
    • Masters in Mathematics, Oxford University
    Expertise
    • UHNI Advisory
    • Fund Raising
    • Entrepreneurship
    • Asset Allocation
  • Kartik Kini
    Kartik Kini

    Chief Operating Officer & Brand Custodian

    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
  • Sharad Mendon
    Sharad Mendon

    Senior Managing Director, Origination & 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
  • Nakul Beri
    Nakul Beri

    Senior Managing Director, Global Client Origination & Coverage

    With over 26 years of substantive experience across the wealth management spectrum, Nakul is leading Waterfield's crucial global wealth segment. He started his career in investment and corporate banking and progressively moved to become a pioneer in wholesale/institutional banking. He has worked in organisations such as InCred Wealth, Standard Chartered Bank (Singapore) and Barclays Wealth amongst others. His vast experience in onshore and offshore wealth management, deep promoter relationships and leadership prowess are valuable fillip for Waterfield’s strategic expansion plans.

    Education
    • Masters of Business Administration, University of Bradford
    Expertise
    • UNHW Advisory
    • Global Investing
    • Client Relations
  • Sadaf Behbahany
    Sadaf Behbahany

    Managing Director, Origination & Client Coverage

    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
  • Rohan Paranjpey
    Rohan Paranjpey

    Managing 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
  • Siddharth Jhunjhunwala
    Siddharth Jhunjhunwala

    Executive Director, Head - Waterfield Fund of Funds

    Siddharth comes with a wealth of investing experience across fund and direct investments and has a very deep understanding of the PE/VC ecosystem in India. Siddharth’s career spans across leading organizations like Asia Alternatives, Aditya Birla and Ernst & Young.

    At Waterfield, Siddharth has been instrumental in setting up the Fund of Funds platform right from designing the strategy, portfolio construction, fund economics, due diligence processes and investor communication.

    Education
    • MBA – Indian School of Business
    • Certified Chartered Accountant - ICAI
    Expertise
    • PE/VC Investing
    • Direct Investments
    • Deal Sourcing
  • 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 & Brand Custodian

  • Sharad Mendon

    Senior Managing Director, Origination & Client Coverage

  • Nakul Beri

    Senior Managing Director, Global Client Origination & Coverage

  • Sadaf Behbahany

    Managing Director, Origination & Client Coverage

  • Rohan Paranjpey

    Managing Director, Head Alternative Investments

  • Siddharth Jhunjhunwala

    Executive Director, Head - Waterfield Fund of Funds

  • Himanshu Maheshwari

    Executive Director, Business Support

careers

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.

View Open Position
Contact Us

Your legacy awaits



Topic of Enquiry*:



How did you discover Waterfield?







arrow arrow
*Kindly note that this form does not operate as a job portal, and the HR Team will not receive information regarding your candidature
Follow Us
linkedin youtube twitter instagram
Follow Us
linkedin youtube twitter instagram
Offices

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

7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

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

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

Level 5, No. 501, Prestige Garnet, 36, Ulsoor Road, Bengaluru – 560042

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

Chennai

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

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

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

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

Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001

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

1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006

Kolkata

916, PS Arcadia, Level 9, 4A, Camac Street, Kolkata 700016