Waterfield Advisors
Waterfield Advisors is a multi-family office headquartered in Mumbai. Founded in 2011 by former banker Soumya Rajan, the firm offers independent wealth advisory and investment services to some of India’s largest business families, handling succession...
Waterfield Advisors
Waterfield Advisors is a multi-family office headquartered in Mumbai. Founded in 2011 by former banker Soumya Rajan, the firm offers independent wealth advisory and investment services to some of India’s largest business families, handling succession planning, governance, philanthropy and global portfolio management. Registered with SEBI as an investment adviser, Waterfield leverages its investment banking roots to provide conflict-free counsel across asset classes.
General information
Firm type
Multi Family Office
Year founded
2011
AUM
—
Location
Region
Asia
Country
—
City
Mumbai
Corporate office
142, 14th Floor Maker Chambers VI, Nariman Point
Frequently asked questions
What is Waterfield Advisors?
Waterfield Advisors is a multi family office headquartered in Mumbai.
When was Waterfield Advisors founded?
Waterfield Advisors was founded in 2011.
Where is Waterfield Advisors headquartered?
Waterfield Advisors is headquartered in Mumbai, in the Asia region.
What does Altss track for Waterfield Advisors?
Altss maintains an OSINT-verified profile of Waterfield Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Waterfield Advisors's website?
Waterfield Advisors's public website is waterfieldadvisors.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Waterfield Advisors?
Waterfield Advisors is classified by Altss as a Multi Family Office within the Asia region.
How does Altss source intelligence on Waterfield Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Waterfield Advisors?
Waterfield Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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