Our Leadership Team

At Waterfield Advisors, our people have diverse experience and backgrounds thereby creating a team of professionals with experience in multiple areas, each of which contributes seamlessly to the advice and expertise we provide to our clients.

Soumya Rajan Founder and CEO

As the founder of Waterfield Advisors, Soumya brings over 25 years of financial services experience. She has advised several of India’s leading business families on issues related to the success and continuity of their family enterprise, including managing their family investments, succession transitions, mentoring the NextGen, corporate and family governance, conflict resolution, business strategy and philanthropy.
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Prior to founding Waterfield, Soumya worked at Standard Chartered Bank India for 16 years, where her last assignment was heading their Private Banking Division from 2008 to 2010. Her experience in banking is across a wide range of areas, covering Risk Management, Consumer Banking and Private Banking.

Soumya serves on the Board of several non-profit organizations, having served as Vice-Chair of Reach to Teach, a charity focused on primary education for disadvantaged children in India; as an Advisory Board Member of Peepul, a charity focused on creating a school transformation platform for government schools; on the Advisory Council of the Indian Institute of Technology (IIT) Gandhinagar’s Research Park and Entrepreneurship Centre, and as a Board Member of CSTEP, a research think tank that recommends public policy on the use of new emerging technologies for social and economic development in the areas of energy, environment and infrastructure.

Soumya also serves as an Independent Non-Executive Director of Aavas Financiers, a listed company, engaged in the business of providing housing loans, primarily to the un-served, unreached and under-served segments in India.

Soumya was recognized in 2019 as amongst India’s Top 100 Women in Finance. She completed a Masters in Mathematics from Oxford University, U.K and a B.A (Hons) in Mathematics from St. Stephen’s College, Delhi.

Kartik Kini Chief Operating Officer

With over 24 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.

Ruchi Sankhe Senior Managing Director, Origination and Client Coverage

Ruchi brings in 25 years of experience, especially in the fields of institutional and private banking. She joins Waterfield Advisors from Citibank, where she had a 21-year stint. In her last role at Citibank, she was responsible for managing key ultra-high-net-worth relationships for Citi-Private Bank. Prior to this, she was in charge of prospecting business for the Corporate Banking Group in Citibank and headed the Insurance and Broking vertical in the Financial Institutions Group at Citibank.

Sharad Mendon Managing Director

Over 22 years of experience at some of the reputed financial services firm such as ABN AMRO Bank, Birla Sun Life and Religare Macquarie Private Wealth. In his diverse roles across these wealth management platforms he has led product, advisory and business development teams. His all-round experience of product and relationship management helps in sharing a very unique perspective with several of Waterfield’s key clients in the West and South India. Sharad specialises in collaborating with key partners and the various stakeholders to structure portfolio solutions for clients.

Sadaf Behbahany Managing Director

Having worked with Standard Chartered and Credit Suisse, Sadaf brings with her over 18 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.

Nimish Shah Chief Investment Officer, Listed Investments

Nimish brings 25 years of resourceful experience in Capital Markets across diverse asset classes and platforms. At Waterfield, he works closely with key constituents on the creation, implementation, and oversight of complex, multi-asset class, multi-manager investment programs. An expert investment strategist, Nimish heads services ranging from providing investment policy and asset allocation through open-architecture enabled manager search, selection and oversight and portfolio construction.

Vivek Rajaraman Executive Director

Vivek brings in rich experience of over 19 years in banking and financial services across a variety of geographies. Prior to joining Waterfield, he was with Sanctum Wealth Management and The Royal Bank of Scotland for 15 years. His work there concentrated on financial planning, developing and implementing portfolio solutions and legacy planning for high net-worth families. Vivek has also extensively dealt with the investment and banking requirements of NRIs.
Vivek has a Post Graduate Diploma in Management from MDI, Gurgaon and a B.Sc. (Hons) in Mathematics from St. Stephen’s College, Delhi.

Ashish Mishra Executive Director

Ashish is a seasoned Banking & Wealth Management professional with over 15 years of experience in the area of Financial Services, Consumer & Investment Banking, Private Equity, Capital Markets, Alternative Assets, Equity Sales, Research and Broking combined with rich general management experience that spans institutions and platforms across the country. Prior to joining Waterfield, he has worked with organizations like Citibank, Morgan Stanley & most recently with HDFC Bank.
Ashish has a Post Graduate Diploma in Management from IMT, Ghaziabad and a B.Sc. (Hons) in Chemistry from St. Stephen’s College, Delhi University.

Rohan Paranjpey Director - Head Alternative Investments

Rohan has over 10 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.

Siddharth Jhunjhunwala Director Alternative Investments

Siddharth joins us with over 12 years of work experience spanning across transaction advisory at Ernst & Young, deep direct/fund investing along with robust portfolio management experience at Aditya Birla Private Equity and Asia Alternatives. At Waterfield, Siddharth will play a significant role in setting up the Fund of Fund vertical along with assisting clients with their strategy in the unlisted space through sourcing and evaluating private deals.

Ravichandran Natarajan Head Philanthropy Advisory

For over 15 years, Ravi has been associated with NGOs working in the areas of Orphan Girl child upliftment, Model Village adoption and Primary school education in rural India and was earlier the Head of Partnerships and Corporate Relations at Tata Trusts. At Waterfield, Ravi’s aim is to collaborate on the knowledge, experience and resources of our families to achieve scale through innovative and sustainable models that achieve impact for communities.

Tanvi Savla Director

Having worked with DSP Merrill Lynch, Kotak Wealth and Universal Consulting, Tanvi brings with her 17 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.

Priya Ganesh Director - CEO’s office

Priya brings with her over 13 years of Private Wealth management experience. She was part of the founding team that set up the Middle East Wealth Management business for the Kotak group and was responsible for Managing & Advising Investment Portfolios of High Networth Business Owning NRI families. In her last assignment at Campden Family Connect, Priya worked closely with Business Owning Families & Single-Family Offices to support their objectives. She successfully led the Co-Investment Initiatives in India enabling the Campden community to get privileged access to Exclusive Co-investment deals.

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.

Kamalini Roy Director

An alumna of the University of Cambridge, UK and a Commonwealth Scholar, Kamalini has over 19 years of experience in the financial services industry having worked with renowned organisations like Grindlays, Standard Chartered and IDFC. At Waterfield, Kamalini assists families to plan, structure and manage their family wealth.

Ashita Gujral Director – Client Experience and Operations

Ashita has over 16 years of work experience in Banking and Financial Services. In her last role, she was heading Customer Experience for ASK Wealth Advisors ( ASKWA) and played an integral role in providing seamless service to Clients. She also successfully led various large projects for the company to improve client experience, enhance process efficiency, increase employee productivity. Prior to ASK, Ashita worked with HSBC Bank and HDFC Bank and handled various roles across client servicing, business development and business management.
Ashita holds a Bachelor’s degree in Commerce from Delhi University and an MBA from Symbiosis Institute of Management Studies, Pune.

Prashant Jain Director – Talent Acquisition

Prashant leads the talent acquisition vertical at Waterfield Advisors. A seasoned professional with 25 years of industry experience and two entrepreneurial ventures to his credit, Prashant has a keen understanding of business drivers, team management and the financial services recruitment space in India. He headed the BFSI recruitment practice at Datamatics Staffing Services prior to joining Waterfield. He is responsible for talent acquisition across levels and geographies, onboarding talent and other HR mandates.

Saurabh Agrawal Director - Chief Financial Officer

A chartered accountant by qualification, Saurabh has more than 12 years of experience within the Advisory function with firms like Ernst & Young, BMR and PwC. He leads the Business Advisory Vertical at Waterfield with focus on private clients & estate planning, corporate reorganisation, business and investment structuring, M&A deals, implementation of transactions on an end-to-end basis, etc.

Anushree Parekh Director, Philanthropy

Anushree is a social impact professional with more than a decade of experience in philanthropy, corporate social responsibility, ESG and not-for-profit sectors in India and the UK. She has successfully straddled multiple roles, including designing and executing CSR and philanthropic strategies, managing grant portfolios, designing innovative finance instruments, creating multi-stakeholder platforms, undertaking impact evaluations and social research. Prior to joining Waterfield, she was with Samhita Social Ventures for seven years and with the New Policy Institute in London for four years. She is passionate about leveraging the resources and competencies of the private sector to achieve sustainable development.

Anushree has a MSc. in Development Studies from School of Oriental and African Studies (SOAS), London and BA in Economics from St. Xavier’s College, Mumbai.