The change makers
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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 30 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 founded 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 $5 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 is listed in Fortune India’s 100 Most Powerful Women in Business in 2025, awarded Woman Entrepreneur of the Year (Finance Category) by Financial Express in 2023, featured in Forbes India's Women Trailblazers in 2021, won the Private Banker International's Outstanding Private Banker (Asia Pacific) award in 2021 and has served on the global jury of the Euromoney Global Private Banking Awards in 2023, 2024 and 2025.

Soumya serves on two regulatory committees in India - as a member of the Advisory Committee of BASL, the regulatory and supervisory body for Registered Investment Advisors, as designated by SEBI and as a Member of the Expert Committee for Fund Management for the International Financial Services Centres Authority in GIFT City, India. Soumya also serves as an Independent Director on the Private Equity backed boards of two listed companies - Aavas Financiers, in the affordable housing space and Vishal Mega Mart, one of India’s largest retail chains.

Soumya is also 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.

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.

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.

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.

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.

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.

Subodh spearheads the professionals' segment at Waterfield Advisors, bringing a wealth of expertise and insight from his extensive experience at leading financial institutions, including ICICI Private Wealth and Citi Private Bank. With a holistic approach to client management, Subodh has adeptly managed clients across various dimensions, including investments, business lending, portfolio management services (PMS), and corporate finance. His educational background as an engineer combined with an MBA equips him with a unique perspective and a rigorous analytical approach to wealth management, enabling him to deliver comprehensive and strategic solutions to our clients.

Shantanu is a seasoned investment professional with a distinguished track record in developing and managing multi-asset portfolio solutions, specifically tailored for distinct clients. His expertise encompasses a sound and thorough understanding of both public and private markets, along with a profound knowledge of the multi-asset landscape across equity, fixed income, and alternatives. Shantanu's career has seen him in leadership roles at renowned firms such as 360 One, Axis Bank, and Citi Bank, where he has demonstrated his capacity to navigate complex investment environments. His experience extends to managing the investment portfolios of large family businesses, first-generation entrepreneurs, and C-suite executives, ensuring their financial goals are met with strategic precision and insight.