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Philanthropy - A Wealth Management Objective
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Philanthropy

•  Wealth Management

Philanthropy - A Wealth Management Objective

Most people desire to give and do charity from time to time, but charity is not the same as philanthropy.

video • 13 June 2022
Opportunities & Challenges for Wealth Practitioners in a Post COVID World
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Opportunities & Challenges for Wealth Practitioners in a Post COVID World

Marg Franklin, CFA President & CEO , CFA Institute with Soumya Rajan, Director

video • 22 August 2020
Mutual Funds vs PMS : What to keep in mind before choosing one
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Mutual Funds vs PMS : What to keep in mind before choosing one

Mutual Fund investors have been redeeming. Perhaps disillusioned by the moderation in returns in the last 3 years and also prompted by the rally in the equity markets.

video • 07 December 2020
Career Principles with Waterfield Advisors
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Career Principles with Waterfield Advisors

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.

video • 18 September 2020
How to get the next gen to really think about philanthropy? | Dandekar Family
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How to get the next gen to really think about philanthropy? | Dandekar Family

This Daan Utsav (Joy of Giving week), Waterfield Advisors brings to you immersive and insightful conversations between our Founder and CEO Soumya Rajan and Leena, Abha and Vivek Dandekar.

video • 08 October 2020
What does the next generation think about philanthropy? | Forbes Family | DaanUtsav
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What does the next generation think about philanthropy? | Forbes Family | DaanUtsav

This Daan Utsav (Joy of Giving week), Waterfield Advisors brings to you immersive and insightful conversations between our Founder and CEO Soumya Rajan and Rati and Riah Forbes.

video • 09 October 2020
How to structure your philanthropic capital for long-term giving? | Dandekar Family
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Philanthropy

How to structure your philanthropic capital for long-term giving? | Dandekar Family

This Daan Utsav (Joy of Giving week), Waterfield Advisors brings to you immersive and insightful conversations between our Founder and CEO Soumya Rajan and Leena, Abha and Vivek Dandekar.

video • 08 October 2020
How can philanthropists with small budgets make a difference? | Forbes Family | DaanUtsav
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How can philanthropists with small budgets make a difference? | Forbes Family | DaanUtsav

This Daan Utsav (Joy of Giving week), Waterfield Advisors brings to you immersive and insightful conversations between our Founder and CEO Soumya Rajan and Rati and Riah Forbes.

video • 08 October 2020
Managing 70 family offices & building India’s largest independent wealth advisory firm |Soumya Rajan
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Entrepreneurs

Wealth Management

Women in Finance

Managing 70 family offices & building India’s largest independent wealth advisory firm |Soumya Rajan

Soumya Rajan shares her entrepreneurial journey at Tech Sparks 2020 by YourStory Media

video • 26 October 2020
Soumya Rajan shares her journey from Standard Chartered bank to Waterfield Advisor
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Soumya Rajan shares her journey from Standard Chartered bank to Waterfield Advisor

India Today on the Inspiration behind Waterfield Advisors with Soumya Rajan, Founder & CEO.

video • 04 July 2017
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waterfield financial and investment advisors private limited

SEBI Registration No
INA000001811
CIN No
U74900MH2012PTC234921
PMS REGISTRATION NO
INP000007818

Waterfield Foundation

CIN NO
U85300MH2023NPL397067

Waterfield Sponsor LLP

LLPIN
ABZ-9314

WATERFIELD INTERNATIONAL IFSC PRIVATE LIMITED

CIN No
U66190GJ2023PTC146493
IFSCA Reg No
IFSCA/FME/II/2025-26/174

Complaint Redressal Officer

Ms. Sweeti Suthar

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Complaint Redressal Appellate Officer

Biplab Bhattacharya

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Contact No:
+91-22-66210700

Waterfield Fund Managers Private Limited

CIN No
U65990MH2020PTC340389
FOF I
IN/AIF2/21-22/0876 (Category 2 AIF)
Name of the Fund Manager
Waterfield Fund Managers Private Limited
FOF II
IN/AIF2/23-24/1275 (Category 2 AIF)
Name of the Fund Manager
Waterfield Fund Managers Private Limited
Co-PMS
INP000008288

waterfield advisors private limited

CIN No
U74120MH2011PTC220601

Status of complaints

Begining of the month: Nil

Received this month: Nil

Resolved during the month: Nil

Pending at the end of the month: Nil

Reason for pendency: N.A.

Principal Officer

Mr. Vivek Rajaraman
Non-Individual Investment Advisor

Mr. Arun Prakash
Non-Individual Investment Advisor (PMS)

[email protected]
+91-22-66210700

Compliance & Grievance Officer

Ms. Shilpa Dadhich

[email protected]

Investor Grievance

[email protected]

Contact No:
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