Fundraising Fox

Soumya Rajan

Founder

Founder & CEO at Waterfieldadvisors

Mumbai, Maharashtra, India

FoundedWaterfieldadvisors

About

Soumya Rajan is the Founder and CEO of Waterfield Advisors, a multi family office and wealth advisory firm in India that serves entrepreneurs, family-owned businesses, ultra-high-net-worth families, trusts, and professionals. The firm introduced wealth advisory services as a Registered Investment Advisor and a Fund of Funds business for private market investments in India. Rajan has 30 years of experience in financial markets, holds an Aspen Institute Finance Leaders Fellowship, and serves on the boards of several non-profit and for-profit organizations.

Founder & CEO at Waterfieldadvisors

Intro paths

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In turn, Soumya can intro founders to Waterfieldadvisors's investors below.

Experience

  1. Waterfield AdvisorsFounder & CEOcurrent2011 β€” presentMumbai Area, India
  2. Aavas Financiers LtdIndependent Directorcurrent2019 β€” present
  3. Vishal Mega Mart LimitedIndependent Directorcurrent2024 β€” presentIndia
  4. The Banyan Academy of Leadership in Mental HealthMember Board Of Trusteescurrent2021 β€” presentIndia
  5. Centre for Study of Science, Technology & Policy (CSTEP)Member Board Of Directorscurrent2019 β€” presentIndia
  6. Indian Institute of Technology GandhinagarAdvisory Council Member, Research Park & Innovation and Entrepreneurship Centre2018 β€” 2025
  7. PeepulGoverning Council Member2018 β€” 2025India
  8. Reach to TeachTrustee & Vice Chair2015 β€” 2019United Kingdom
  9. Standard Chartered BankMD & Head - Private Bank India and various roles in banking1994 β€” 2010

Skills & more

MentoringCommunication SkillsManagement19Finance43Banking64Family Office3Risk Management44Entrepreneurship13Business Strategy12Private Banking19Financial Advisory13Financial Risk2
+7 moreAsset ManagementPortfolio ManagementCapital MarketsCorporate FinanceInvestmentsInvestment BankingFinancial Services
  • Independent Director Certification β€” Indian Institute of Corporate Affairs

From Soumya's professional profile.

Frequently asked questions

Who is Soumya Rajan?
Soumya Rajan is the Founder and CEO of Waterfield Advisors, a multi family office and wealth advisory firm in India that serves entrepreneurs, family-owned businesses, ultra-high-net-worth families, trusts, and professionals. The firm introduced wealth advisory services as a Registered Investment Advisor and a Fund of Funds business for private market investments in India. Rajan has 30 years of experience in financial markets, holds an Aspen Institute Finance Leaders Fellowship, and serves on the boards of several non-profit and for-profit organizations.
Where does Soumya Rajan work?
Soumya Rajan is Founder & CEO of Waterfieldadvisors.
What companies did Soumya Rajan found?
Soumya Rajan founded Waterfieldadvisors.
Where did Soumya Rajan go to school?
Soumya Rajan studied at University of Oxford (M.A (Oxon.), Mathematics); St. Stephen's College, Delhi (B.A. Hons, Mathematics); Delhi Public School - R. K. Puram.

Founder mafias

University of Oxford mafia424

Also came through, then founded or led a company.

+ 417 more

Delhi Public School - R. K. Puram mafia35

Also came through, then founded or led a company.

+ 28 more

Standard Chartered Bank mafia23

Also came through, then founded or led a company.

+ 16 more

St. Stephen's College, Delhi mafia8

Also came through, then founded or led a company.

+ 1 more

Same school

Shared employers