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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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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

Hyderabad
+91-81-06712344

WeWork Krishe Emerald – 03B104, Kondapur Main Road, Laxmi Cyber City,

Whitefields, Kondapur, Hyderabad, Telangana 500081

The change makers
and our pillars of

Board of directors
The foundation to
our strong pillars
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Soumya is the founder of Waterfield Advisors, India’s largest independent Multi-Family Office and Wealth Advisory company and brings over 25 years of experience in financial services. She started her career with ANZ Grindlays Bank (later Standard Chartered Bank) and spent 17 years with the Bank, working in both India and Singapore. Her last assignment was heading the Private Bank Division in India, before founding Waterfield in 2011.

At Waterfield, Soumya advises several of India’s leading business families on their global investments, issues related to succession and the continuity of their family enterprise, corporate and family governance, business strategy and philanthropy. The company presently advises on global assets of ~US$4.3 bn and is one of the most awarded Wealth Management firms in the country.

Soumya was featured in the Forbes India Women Power List 2021 and was awarded Outstanding Private Banker Asia Pacific by Private Banker International in 2021. She is one of India’s top 100 women professionals in Finance. She presently also serves as a Trustee of Peepul, a charity focused on creating a school transformation platform for government schools in India; on the Advisory Council of IIT Gandhinagar’s Research Park and Entrepreneurship Centre; as a Board Member of the C-STEP, 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, climate change and infrastructure; and as a Trustee of The Banyan Academy of Leadership in Mental Health (BALM), a non-profit that works in the area of mental health and homelessness.

Soumya was awarded the Radhakrishnan Scholarship to study at Oxford University, U.K, where she completed her Masters in Mathematics and holds 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 and our people.

  • Soumya Rajan
    Soumya Rajan
    Founder and CEO

    Soumya is the founder of Waterfield Advisors, India’s largest independent Multi-Family Office and Wealth Advisory company and brings over 25 years of experience in financial services. She started her career with ANZ Grindlays Bank (later Standard Chartered Bank) and spent 17 years with the Bank, working in both India and Singapore. Her last assignment was heading the Private Bank Division in India, before founding Waterfield in 2011.

    At Waterfield, Soumya advises several of India’s leading business families on their global investments, issues related to succession and the continuity of their family enterprise, corporate and family governance, business strategy and philanthropy. The company presently advises on global assets of ~US$4.3 bn and is one of the most awarded Wealth Management firms in the country.

    Soumya was featured in the Forbes India Women Power List 2021 and was awarded Outstanding Private Banker Asia Pacific by Private Banker International in 2021. She is one of India’s top 100 women professionals in Finance. She presently also serves as a Trustee of Peepul, a charity focused on creating a school transformation platform for government schools in India; on the Advisory Council of IIT Gandhinagar’s Research Park and Entrepreneurship Centre; as a Board Member of the C-STEP, 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, climate change and infrastructure; and as a Trustee of The Banyan Academy of Leadership in Mental Health (BALM), a non-profit that works in the area of mental health and homelessness.

    Soumya was awarded the Radhakrishnan Scholarship to study at Oxford University, U.K, where she completed her Masters in Mathematics and holds a B.A (Hons) in Mathematics from St. Stephen’s College, Delhi.

    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
  • 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
  • Anushree Parekh
    Kunal Valia
    CHIEF INVESTMENT OFFICER – LISTED INVESTMENTS

    Kunal comes with more than 21 years of work experience in Indian Capital Markets. He has spent large part of his career with companies like Credit Suisse and DSP Merrill Lynch. Over the years he has been covering Markets and Investment Product Landscape.

    At Waterfield he has been instrumental in setting up Smart Beta based Equity Platform besides covering Key Clients, Product Due Diligence and Markets.

    Education
    • Masters of Business Administration
    Expertise
    • Investment Strategy
    • Portfolio Management
    • Smart Beta
  • 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
  • Anushree Parekh
    Siddharth Jhunjhunwala
    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 Businessn
    • 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
  • Sharad Mendon
    Managing Director,
    Origination and Client Coverage
  • Sadaf Behbahany
    Managing Director,
    Global Wealth Advisory
  • Kunal Valia
    CHIEF INVESTMENT OFFICER – LISTED INVESTMENTS
  • Nanda Majumdar
    Chief human resources Officer
  • Rohan Paranjpey
    Executive Director, Head Alternative Investments
  • Siddharth Jhunjhunwala
    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.

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Contact

Your legacy awaits



Topic of Enquiry*:


How did you discover Waterfield?







arrow
Follow Us
linkedin youtube twitter instagram
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

Hyderabad
+91-81-06712344

WeWork Krishe Emerald – 03B104, Kondapur Main Road, Laxmi Cyber City,

Whitefields, Kondapur, Hyderabad, Telangana 500081