Waterfield Advisors

Overview

Waterfield Advisors describes itself as an independent multi-family office and wealth advisory firm, founded in 2011 by former Standard Chartered private banker Soumya Rajan, serving Indian business families from 10 offices. Its family-office offering covers investment advisory, succession, family governance, philanthropy and setting up family offices; it also offers discretionary PMS, smart-beta and global portfolios and a fund-of-funds platform giving clients access to private equity and venture capital funds. Its founder profile says it advises on financial assets exceeding $5 billion on behalf of Indian business families (advisory assets, not AUM).

People

• Riddhiman Jain
  Managing Director and Head of Investment Strategy & Solutions · source
• Abhishek Damani
  Managing Director & Head – Private Equity & Venture Capital · source
• S R Iyer
  Chairman · source
• Soumya Rajan
  Founder and CEO · source
• Peter Flavel
  Director · source
• Mukund Rajan
  Director · source
• Subodh Kaistha
  Chief Business Officer – Origination & Client Coverage and Wealth Structuring · source
• Nita Shivdasani
  Managing Director & Head – HERitage · source
• Tanvi Savla
  Managing Director & Head – Family Governance · source
• Amarendra Phatak
  Managing Director – Origination & Client Coverage · source
• Apoorva Rai
  Managing Director & Head – Strategy and Planning · source
• Himanshu Maheshwari
  Executive Director and Head – Operations & Technology · source

Frequently asked questions