Soumya Rajan Founder & CEO Waterfield Advisors Private Limited

Soumya Rajan Founder & CEO Waterfield Advisors Private Limited

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.