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.

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.

Vivek Rajaraman is the Executive Director and Head of Domestic Investment Advisory at Waterfield Advisors. With over two decades of professional experience in the financial services domain, Vivek brings deep expertise in private banking, portfolio construction, investment advisory, and family office solutions. He plays a pivotal role in shaping investment strategy and delivering bespoke solutions for Waterfield’s domestic clients, with a strong emphasis on portfolio structuring, estate planning, and private transactions.

Vivek also leads the global asset management business for Zephyr-Waterfield. Previously, he served as Director & Team Head at Sanctum Wealth Management, where he specialized in managing complex client relationships and building tailored wealth strategies. Known for his analytical approach and client-centric mindset, he also leverages technology to deliver efficient and forward-looking investment solutions.

Vivek holds a Post Graduate Diploma in Management from the Management Development Institute, Gurgaon, and a Bachelor's degree in Mathematics from St. Stephen’s College, Delhi. His cross-functional expertise and leadership continue to strengthen Waterfield’s position as a leading wealth advisory firm in India.

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.

Divij is a senior leader at Waterfield Advisors, where he leads the firm’s outreach to India’s ultra-high-net-worth individuals and single family offices, while also playing a key role in shaping Waterfield’s global expansion strategy. With nearly two decades of experience in private banking and financial services consulting, he is well-connected within the UHNW and family office community, both in India and across international markets. His expertise lies in client origination, investment strategy, and advising global South Asian families on cross-border wealth matters.

He has worked across leading financial hubs such as Tokyo, Luxembourg, Geneva, Singapore, and India, enabling him to offer clients a uniquely international outlook anchored in local relevance. Divij holds an International MBA in Finance and Strategy from IE Business School, Madrid, and a bachelor’s degree from Richmond, The American International University in London. He is also a Certified Private Wealth Manager (Advanced) and holds a Diploma in Private Banking from Luxembourg. His blend of international education, multicultural experience, and deep domain expertise makes him a trusted advisor to some of the most sophisticated families in India and abroad.

Sahil Grover is a Managing Director at Waterfield Advisors, where he leads Founders Circle, Waterfield’s dedicated wealth advisory segment for entrepreneurs. With over 14 years of experience across wealth management and private banking, Sahil brings deep expertise shaped by previous roles at Avendus and CitiBank.

At Waterfield, Sahil plays a multifaceted role, advising entrepreneurial families on a wide range of strategic and financial matters. His work spans establishing governance frameworks, drafting family constitutions, succession planning, unifying investment vehicles and holding structures, facilitating offshore investments, and enabling impact-driven philanthropic strategies. He is also deeply engaged in mentoring the next generation, helping families navigate the softer aspects of wealth and legacy.

Sahil holds an MBA in Marketing and Finance from the Symbiosis Institute of Management Studies and has an engineering degree from MIT Pune. His holistic approach and deep understanding of entrepreneurial wealth make him a trusted advisor to India’s new-age wealth creators.

Nitaa Shivdasani is the Managing Director – Client Coverage and Origination at Waterfield Advisors, where she leads the HERitage segment, Waterfield’s dedicated wealth advisory proposition for women. In her role, she is responsible for managing and developing relationships with global HNI and UHNI clients, overseeing their portfolios, and driving the firm’s growth among a sophisticated client base. Through her leadership of HERitage, Nita has built deep domain expertise in HNI/UHNI advisory, particularly in engaging with women investors.

She brings extensive experience in portfolio construction, offshore advisory services, and relationship management, significantly strengthening Waterfield’s overall advisory capabilities. Prior to joining Waterfield, Nita held senior roles at ABN Amro and Barclays Wealth in Singapore, serving as Vice President and Director, respectively. She was also instrumental in establishing the private wealth platform at Ambit Capital in India. Nita holds a Master’s degree in Business Administration from the Sydenham Institute of Management Studies.

Apoorva Rai spearheads strategic initiatives and drives operational excellence to support the Waterfield’s long-term vision. An Engineer by qualification, Apoorva brings nearly two decades of global experience across banking and management consulting, having worked in India, Singapore, and Indonesia. Prior to joining Waterfield, she was part of the COO’s office at Circles, Singapore, where she led strategic planning and enterprise-wide programs. She has also held senior leadership roles at Bank of Singapore, driving its digital strategy, leading transformation initiatives, and managing strategic communications at the Board level. Apoorva began her career at PwC, where she advised global banks on large-scale transformations and post-merger integrations. With a strong foundation in structured problem-solving and cross-functional leadership, she is known for her ability to align strategy with execution and create scalable, impactful solutions across complex organizations.

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.