Soumya Rajan Managing Director and Chief Executive Officer
As the founder of Waterfield Advisors, Soumya brings over 23 years of experience in Consumer Banking, Private Banking and Risk, having worked with ANZ Grindlays and Standard Chartered Bank prior to founding Waterfield. Soumya has advised several business leaders on issues related to the success and continuity of their family enterprise including managing family wealth, succession transitions and mentoring the NextGen, corporate and family governance, conflict resolution, business strategy and philanthropy.
Kartik Kini Chief Operating Officer
With over 21 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.
Surjit Rathod Director, Finance and Administration
With over 21 years of experience, Surjit has responsibility of the company’s finance and administration and has put in place several tracking systems and procedures. He has previously worked with leading law and strategy advice firms like AZB Partners and Portman Holdings.
Sharad Mendon Executive Director
With rich industry experience of over 20 years at some of the top financial services firm like ABN Amro Bank, Religare Macquarie Private Wealth and Birla Sun Life, Sharad specialises in structuring and implementing solutions for the diverse requirements of the clients. Sharad also advises on best practices and governance, ownership and business strategy, amongst others.
Sadaf Behbahany Executive Director
Having worked with Standard Chartered and Credit Suisse, Sadaf brings with her over 16 years of thoughtful and analytical experience. She assists family offices and enterprises in achieving their family and business goals. Some of her responsibilities include designing and implementation of family governance, education and training of family members for future roles, preparation of the next generation, succession transitions.
Irshaad Kadwani Executive Director
Irshaad brings with him greater than 23 years of industry experience with international exposure to investment and business advisory. Irshaad has worked with the offshore based Jardine Fleming – Hong Kong and Domestic Institutions like Merrill Lynch and Julius Baer Wealth Management. He specializes in advising clients across a broad spectrum of asset classes and assists them in structuring need based solutions.
Ganesh Jayaraman Director
Ganesh’s experience spans over 18 years in the financial services industry with established firms like BNP Paribas, HDFC Asset Management and Alliance Asset Management. He provides significant support to clients in streamlining their financial affairs.
Rohit Karkera Director, Investment Solutions
Rohit has over 11 years of experience within the financial services space with established firms like Axis Bank, Crisil and ICICI Prudential, providing fund research and wealth management solutions. He plays a significant role at the firm in managing client portfolios by providing in-depth research and analysis across asset classes.
Tanvi Savla Director
Having worked with DSP Merrill Lynch, Kotak Wealth and Universal Consulting, Tanvi brings with her 15 years of industry experience. Tanvi specialises in the areas of financial planning, family governance and legacy planning. In addition to managing key and sensitive family governance issues, Tanvi also leads the Philanthropy practice at Waterfield.
Puja Shah Director
With over 11 years of experience with leading financial service providers including Deutsche Bank, ICICI Prudential and Merrill Lynch India, Puja assists families to achieve their long term objectives by providing need based solutions. She works extensively with clients on their business strategy, succession planning and philanthropy initiatives.