Managing Director and Chief Executive Officer
Soumya Rajan started her career as a management trainee with ANZ Grindlays Bank / Standard Chartered Bank and spent over 16 years with the Bank. Her last assignment was as Managing Director and Head Private Bank, India at Standard Chartered. Awarded Outstanding Young Private Banker 2010 in October 2010 by Private Banker International for excellence in performance, leadership and innovation. Soumya won the Radhakrishnan Scholarship to study at Oxford University where she completed a degree in Mathematics from Balliol College. Prior to Oxford, Soumya completed her Bachelor’s degree in Mathematics from St. Stephens College, Delhi.
Chief Investment Officer
Munish has over 21 years of experience in various functions of investment advisory, including portfolio advisory, product management, broking, asset management, etc. He has worked extensively in all asset classes with expertise in Alternates. His deep understanding of both domestic and international investment scenarios has helped many family offices and corporate treasuries execute crucial portfolio strategies. Prior to joining Waterfield he has worked with Avendus Wealth, Fidelity Funds group and Abn Amro bank.
Chief Operating Officer
Kartik has over 20 years of experience in the Financial Services Industry, mostly in the Wealth Management Space. Prior to joining Waterfield, Kartik was part of the Founding Team to set up the Wealth Management practice at Avendus. Kartik has also worked in leadership roles with Deutsche Bank and Merrill Lynch. A highly organized, strategic, and result driven professional, Kartik is adept at improving processes, driving eﬃciencies, and implementing new technologies. He is very well regarded and well networked; and has strong collaborative relationships in the industry and with partner firms
Senior Director, Family Office Advisory Services
Sadaf has over 11 years of experience in Client Management, 8 years of which has been with Private Banking in India and in Singapore. After spending three successful years with the Taj Group of Hotels, Sadaf gained experience with Standard Chartered Bank - in India as well as in Singapore - while acquiring and developing UHNW relationships. Her forte was to structure wealth solutions for these clients across SEA. Most recently she was a successful Private Banker with Clariden Leu / Credit Suisse AG, Singapore. Sadaf has received her bachelors degree in Commerce and Economics from H. R. College, Mumbai.
Director, Family Office Advisory Services
Ganesh has over 17 years of experience in the Financial Services Industry. He was previously with the Wealth Management Division of BNP Paribas in Chennai, where he was responsible for acquiring, managing and developing relationships with high net worth families for the past eight years. Prior to this, he spent seven years in the sales, marketing and business development roles for HDFC Asset Management Company and Alliance Capital Asset Mangement Company. Ganesh is an engineering graduate from the University of Pune and a PGDBA from ICFAI Business School. He is also a Certified Financial Planner ( CFP) and a Certified Trust and Estate Planner ( CTEP).
Sridhar has over 20 years of varied experience having worked for a leading apex industry body, a life insurance company and a global technology firm. He started his career in the economics department of the Confederation of Indian Industry (CII) where he went on to lead the financial sector initiatives for CII. At HDFC Standard Life he set up and headed the business intelligence and analytics unit and the strategy and planning team. He also had stints heading the back office operations and investor relations at HDFC Standard Life. Sridhar was a Principal Consultant for Insurance at SAS India. Sridhar is a computer science graduate and holds an MBA in Finance.
Head Finance and Administration
Surjit possesses over 20 years of experience in Finance and Accounts, having worked for 8 years as Head of Finance with AZB & Partners, a leading Law firm in India. During his tenure at AZB & Partners he was part of a core team to implement Navision ERP a product of Microsoft. Prior to AZB & Partners, he was Manager Accounts with Portman Holdings Ltd. a US based Architectural Design & Hotel Development Company and has also worked with Chartered Accountancy firms. Surjit is a commerce graduate from University of Mumbai.
Senior Director, Family Office Advisory Services
Sharad has over 19 years of business development experience, out of which 16 years’ spans across few financial services institutions. He has held Regional Business leadership and Advisory Roles with ABN AMRO Bank / RBS, Religare- Macquarie Private Wealth & Birla Sun Life. He specialises in structuring solutions for the diverse requirements of clients. Prior to joining Waterfield, Sharad set up the practice for a Multi Family Office platform in Mumbai.