Soumya Rajan — Founder
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.
Stackforce AI infers this person is a Fintech leader with expertise in wealth management and investment advisory.
Location: Mumbai, Maharashtra, India
Experience: 14 yrs 8 mos
Skills
- Wealth Management
- Investment Advisory
Career Highlights
- Founder of India's leading Wealth Advisory firm.
- Pioneered investment advisory and Fund of Funds models.
- 30 years of experience in financial markets.
Work Experience
Vishal Mega Mart Limited
Independent Director (1 yr 9 mos)
The Banyan Academy of Leadership in Mental Health
Member Board Of Trustees (4 yrs 3 mos)
Aavas Financiers Ltd
Independent Director (6 yrs 7 mos)
Centre for Study of Science, Technology & Policy (CSTEP)
Member Board Of Directors (6 yrs 7 mos)
Peepul
Governing Council Member (7 yrs 10 mos)
Indian Institute of Technology Gandhinagar
Advisory Council Member, Research Park & Innovation and Entrepreneurship Centre (8 yrs 1 mo)
Reach to Teach
Trustee & Vice Chair (4 yrs 2 mos)
Waterfield Advisors
Founder & CEO (14 yrs 7 mos)
Standard Chartered Bank
MD & Head - Private Bank India and various roles in banking (16 yrs)
Education
M.A (Oxon.) at University of Oxford
B.A. Hons at St. Stephen's College, Delhi
at Delhi Public School - R. K. Puram
at La Martinere for Girls, Kolkata