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Financial Planning

Holistic & unbiased advice to protect & grow your wealth

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Personalized succession plan crafted for an enduring legacy

Governance

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

Philanthropy

Impact driven solutions to support the causes you care about

Tailor made to achieve your financial goals
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Tailor made to achieve your financial goals
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Tailor made to achieve your financial goals
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Offices

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

159, 1st Floor, Wework, Platina Tower, MG Rd, Gurugram, Haryana - 122002

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

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

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

Tailor made to achieve your financial goals
Services
Tailor made to achieve your financial goals
Services
Tailor made to achieve your financial goals
Services

The change makers

and our pillars of

Board of directors
The foundation to
our strong pillars

As the founder of Waterfield Advisors, Soumya brings over 26 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.

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 also the Chairman of Infrastructure Finance Credit Committee of Aditya Birla Finance Ltd.

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.

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).

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 - an 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).

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
    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
    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
  • Ruchi Sankhe
    Senior Managing Director,
    Origination and Client Coverage

    Ruchi brings in 27 years of experience, especially in the fields of institutional and private banking. She joined Waterfield Advisors from Citibank, where she had a 21-year stint. In her last role at Citibank, she was responsible for managing key ultra-high-net-worth relationships for Citi-Private Bank. Prior to this, she was in charge of prospecting business for the Corporate Banking Group in Citibank and headed the Insurance and Broking vertical in the Financial Institutions Group at Citibank.

    Education
    • Masters in Business Administration, Temple University, Philadelphia, Pennsylvania.
    Expertise
    • UHNW Advisory
    • Family Governance
    • Financial Literacy
  • 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
    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
  • Nimish Shah
    Chief Investment Officer,
    Listed Investments

    Nimish brings 26 years of resourceful experience in Capital Markets across diverse asset classes and platforms. At Waterfield, he works closely with key constituents on the creation, implementation, and oversight of complex, multi-asset class, multi-manager investment programs. An expert investment strategist, Nimish heads services ranging from providing investment policy and asset allocation through open-architecture enabled manager search, selection and oversight and portfolio construction.

    Education
    • Masters in Business Administration, NMIMS, Mumbai
    Expertise
    • Investment Strategy
    • Portfolio Management
    • Market Outlook
  • 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
  • Saurabh Agrawal
    Director, Chief Financial Officer

    A chartered accountant by qualification, Saurabh has more than 13 years of experience within the Advisory function with firms like Ernst & Young, BMR and PwC. He leads the Business Advisory Vertical at Waterfield with focus on private clients & estate planning, corporate reorganisation, business and investment structuring, M&A deals, implementation of transactions on an end-to-end basis, etc.

    Education
    • Certified Chartered Accountant, ICAI
    Expertise
    • Succession Planning
    • Family Governance
    • Risk Assesment
  • Anushree Parekh
    Director, Philanthropy

    Anushree is a social impact professional with more than 13 years in philanthropy, corporate social responsibility, ESG and not-for-profit sectors in India and the UK. She has successfully straddled multiple roles, including designing and executing CSR and philanthropic strategies, managing grant portfolios, designing innovative finance instruments, creating multi-stakeholder platforms, undertaking impact evaluations and social research.

    Education
    • Msc. in Development Studies, School of Oriental and African Studies (SOAS)
    Expertise
    • Impact Investing
    • Social Impact
    • Philanthropic Giving
  • Soumya Rajan
    Founder and CEO
  • Kartik Kini
    Chief Operating Officer
  • Ruchi Sankhe
    Senior Managing Director,
    Origination and Client Coverage
  • Sharad Mendon
    Managing Director,
    Origination and Client Coverage
  • Sadaf Behbahany
    Managing Director,
    Global Wealth Advisory
  • Nimish Shah
    Chief Investment Officer,
    Listed Investments
  • Rohan Paranjpey
    Executive Director, Head Alternative Investments
  • Saurabh Agrawal
    Director, Chief Financial Officer
  • Anushree Parekh
    Director, Philanthropy
careers

If ethics and integrity
drive you, Look no further

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

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Contact

Your legacy awaits



Topic of Enquiry*:


Follow Us
Offices

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

159, 1st Floor, Wework, Platina Tower, MG Rd, Gurugram, Haryana - 122002

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

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

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