Finance Monthly - Global Awards 2022

Finance Monthly Global Awards 2022 India 95 About Soumya Rajan Soumya is the founder of Waterfield Advisors, India’s largest independent Multi-Family Office and Wealth Advisory company and brings over 25 years of experience in financial services. She started her career with ANZ Grindlays Bank (later Standard Chartered Bank) and spent 17 years with the Bank, working in both India and Singapore. Her last assignment was heading the Private Bank Division in India, before founding Waterfield in 2011. At Waterfield, Soumya advises several of India’s leading business families on their global investments, issues related to succession and the continuity of their family enterprise, corporate and family governance, business strategy and philanthropy. The company presently advises on global assets of ~US$4.3 bn and is one of the most awarded Wealth Management firms in the country. Soumya was featured in the Forbes India Women Power List 2021 and was awarded Outstanding Private Banker Asia Pacific by Private Banker International in 2021. She is one of India’s top 100 women professionals in Finance. She presently also serves as a Trustee of Peepul, a charity focused on creating a school transformation platform for government schools in India; on the Advisory Council of IIT Gandhinagar’s Research Park and Entrepreneurship Centre; as a Board Member of the C-STEP, 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, climate change and infrastructure; and as a Trustee of The Banyan Academy of Leadership in Mental Health (BALM), a non-profit that works in the area of mental health and homelessness. Soumya was awarded the Radhakrishnan Scholarship to study at Oxford University, U.K, where she completed her Masters in Mathematics and holds a B.A (Hons) in Mathematics from St. Stephen’s College, Delhi. AboutWaterfieldAdvisors Waterfield Advisors is India’s leading Independent MultiFamily Office and Wealth Advisory Firm. Established in 2011, we advise on over USD 4.3 Billion of assets on behalf of several prominent Indian business families whom we serve from 7 offices in India. Built on the fundamentals of trust, integrity, and transparency, Waterfield was one of the first boutique financial services firms, in the country, to introduce and pioneer the concept of investment advisory in wealth management. Drawing from decades of experience in private banking, Soumya Rajan, Founder and CEO, recognized the need of delivering holistic services to the UHNI community without any conflict of interest. Thus, Waterfield Advisors was set up as India’s first pure financial advisory company taking on established banks and financial institutions that considered distribution as a norm in wealth management. We believe that wealth isn’t just limited to your financial assets. Wealth is about how you spend your time, it's about how you interact with your community, it’s the legacy of your family and the responsibility of your future generations. Serving as a central bridge between your vision for your legacy and your present truth, Waterfield stands tall and firm, offering a solid foundation for enduring relationships to rise upon. A gateway to the future, the bridge leads to newer opportunities and unprecedented success for generations to come. Strong, steadfast and unshakable - today as well as tomorrow, the bridge is where your fortune meets your future. CEO | WaterfieldAdvisors Soumya Rajan Waterfield Advisors Tel: 91 22 66 210 700 Email: Website: www. Soumya Rajan

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