Soumya Rajan

Founder

Mumbai, Maharashtra, India14 yrs 8 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Founder of India's leading Wealth Advisory firm.
  • Pioneered investment advisory and Fund of Funds models.
  • 30 years of experience in financial markets.
Stackforce AI infers this person is a Fintech leader with expertise in wealth management and investment advisory.

Contact

Skills

Core Skills

Wealth ManagementInvestment Advisory

Other Skills

Asset ManagementBankingBusiness StrategyCapital MarketsCommunication SkillsCorporate FinanceEntrepreneurshipFamily OfficeFinanceFinancial AdvisoryFinancial RiskFinancial ServicesInvestment BankingInvestment ManagementInvestments

About

As the Founder & CEO of Waterfield Advisors, India's leading Multi Family Office and Wealth Advisory firm, we work with Entrepreneurs & Family-Owned Businesses, UHNW Families, Trusts and Professionals for their wealth management needs. Our brand values are based on trust and transparency; and our motto “Insight with Integrity”. We have an alignment of interests with our clients in all our dealings. Waterfield pioneered two business models in India - wealth advisory services as a Registered Investment Advisor (RIA) and the Fund of Funds business for private market investments in India, to enable greater domestic capital participation in private markets. With 30 years of experience in financial markets, my goal is to make a difference to our clients, enabling them to receive holistic advice on a number of issues that relate to their financial and business well-being, such as investment management, succession and legacy planning, philanthropy, business advisory support and risk management. My philanthropic interests are in the areas of primary education, mental health, science and technology, and arts and culture, and I serve on the boards of several non-profit and for-profit organizations.

Experience

Vishal mega mart limited

Independent Director

Jun 2024Present · 1 yr 9 mos · India

  • Vishal Mega Mart is one of India’s leading retail chains, known for its expansive network of stores offering a wide range of affordable products, from fashion and home essentials to groceries. Catering primarily to value-conscious consumers, Vishal Mega Mart has established itself as a trusted brand in the Indian retail landscape, delivering quality products at competitive prices. The company’s rapid growth and adaptability have made it a prominent player in the organized retail sector, with a mission to make quality goods accessible to every Indian household.

The banyan academy of leadership in mental health

Member Board Of Trustees

Dec 2021Present · 4 yrs 3 mos · India

  • Banyan NGO is a leading mental health organization in Chennai, dedicated to providing comprehensive care and support for individuals experiencing homelessness and mental health challenges. Through a range of services including emergency and long-term care, mental health support, and community-based programs, Banyan works to empower individuals and promote social inclusion, creating pathways toward independence and dignity. Banyan Leadership in Mental Health builds on this mission by fostering a network of mental health leaders, practitioners, and researchers committed to advancing inclusive mental health policies and practices globally.

Aavas financiers ltd

Independent Director

Aug 2019Present · 6 yrs 7 mos

  • AAVAS Financiers is engaged in the business of providing housing loans, primarily in the un-served, unreached and under-served market which include the States of Rajasthan, Maharashtra, Gujarat, Madhya Pradesh, Haryana, Uttar Pradesh, Chhattisgarh, Uttarakhand, Punjab and Delhi.

Centre for study of science, technology & policy (cstep)

Member Board Of Directors

Aug 2019Present · 6 yrs 7 mos · India

  • The Center for Study of Science, Technology and Policy (CSTEP) is a Bengaluru (India) based Think Tank founded in 2005. CSTEP's research explores how newly emerging technologies can be used for social and economic development. It recommends options for public policy in the areas of energy and environment, infrastructure, and emergency and disaster management. In some projects and programmes it partners with private and public organisations, including government departments.
  • CSTEP is a registered Scientific and Industrial Research Organisation with the Ministry of Science and Technology, Government of India.

Peepul

Governing Council Member

May 2018Present · 7 yrs 10 mos · India

  • Peepul is a non-profit educational organisation founded on the belief that good quality education is a right and not a privilege. Peepul works with govt agencies and other non-profit partners to improve the quality of education in govt schools. With a homegrown model and curriculum, the charity strives to offer what every child deserves – the opportunity to realise their potential, no matter where they come from.

Indian institute of technology gandhinagar

Advisory Council Member, Research Park & Innovation and Entrepreneurship Centre

Feb 2018Present · 8 yrs 1 mo

Reach to teach

Trustee & Vice Chair

May 2015Jul 2019 · 4 yrs 2 mos · United Kingdom

  • Reach to Teach is an international charity headquartered in the UK, that works with under-privileged children between the ages of 3-14 years in rural and disadvantaged areas in India to improve learning outcomes for children through high-quality teacher training. Vice Chair from May 2016 to July 2019.

Waterfield advisors

Founder & CEO

Aug 2011Present · 14 yrs 7 mos · Mumbai Area, India

  • Waterfield Advisors is India's leading Wealth Advisory firm that works with Entrepreneurs & Family-Owned Businesses, UHNW Families and Women. The firm's founding principles are trust, transparency and an alignment of interest approach in all our client dealings. The company pioneered investment advisory services in India and the Fund of Funds business for private market investments.
  • The firm's professionals are from different backgrounds and industries thereby creating a team with diversity and experience across multiple areas, each of which contributes seamlessly to the financial well-being of our clients. Waterfield's strength is it's global network, goodwill and collaborations with multiple stakeholders across the financial services industry in India and overseas.
FinanceBankingFamily OfficeRisk ManagementEntrepreneurshipBusiness Strategy+3

Standard chartered bank

MD & Head - Private Bank India and various roles in banking

Jan 1994Jan 2010 · 16 yrs

  • Started as a management trainee with ANZ Grindlays Bank and spent over 16 years with the Bank. My last assignment was as Managing Director and Head of Standard Chartered's Private Bank in India with overall work experience ranging from Consumer Banking, Risk Management and SME Banking to Private Banking. Prior to the assignment with the Private Bank, I was overseeing Risk for SME Banking in India, spent two years in Singapore in Risk and prior to that several years in frontline Branch Banking.

Education

University of Oxford

M.A (Oxon.) — Mathematics

Jan 1991Jan 1993

St. Stephen's College, Delhi

B.A. Hons — Mathematics

Jan 1988Jan 1991

Delhi Public School - R. K. Puram

Jan 1986Jan 1988

La Martinere for Girls, Kolkata

Jan 1986Present

Stackforce found 100+ more professionals with Wealth Management & Investment Advisory

Explore similar profiles based on matching skills and experience