Multi Factor Portfolio-Large and Mid Cap Allocator

Former Managing Director of State Bank of India and First Executive Chairman of CIBIL. Currently serves as Independent Director on multiple boards and chairs the Infrastructure Finance Credit Committee of Aditya Birla Finance Ltd.

Soumya is the Founder and CEO of Waterfield Advisors, the largest multi-family office and wealth advisory firm in India. With over 30 years of experience in private banking and wealth advisory, she began her career at ANZ Grindlays Bank (later Standard Chartered Bank) in India and Singapore. She previously headed Private Banking at Standard Chartered India before founding Waterfield in 2011. She pioneered the fee-only advisory model in India and built the firm on principles of client alignment, transparency and integrity.

Amit Patni serves as Director at Waterfield Advisors and brings entrepreneurial leadership and strategic governance experience.

Peter Flavel serves as Director at Waterfield Advisors, bringing global leadership experience in wealth management and private banking.

Mukund Rajan serves as Director at Waterfield Advisors, contributing extensive corporate leadership and governance expertise.

Riddhiman is a seasoned investment professional with over 15 years of global wealth management experience across Singapore, Hong Kong and India. Previously Executive Director and Head of Investments & Products at UBS Wealth Management India and earlier at Credit Suisse. A CFA charterholder and BITS Pilani graduate.

Abhishek leads Waterfield’s Alternative Investments platform. With over a decade of experience across private markets and investment banking in Hong Kong, Singapore and India, he previously led India & Southeast Asia at Quilvest Capital Partners.

Saurabh is a senior HR professional with over two decades of experience in financial services. Previously held leadership roles at Russell Investments, Morgan Stanley, JPMorgan Chase, and American Express.

With over 25 years of experience, Kartik has worked with Avendus, Deutsche Bank and Merrill Lynch India. He brings strong operational expertise and has led major process and technology transformations.

Subodh leads the professionals segment at Waterfield Advisors and brings experience from ICICI Private Wealth and Citi Private Bank.

Vivek has over two decades of financial services experience and leads Domestic Investment Advisory at Waterfield.

Rohan brings over 11 years of experience spanning global investment banking, startup leadership and early-stage investing.

Nitaa leads the HERitage segment, Waterfield’s wealth advisory platform for women, bringing strong offshore advisory expertise.

Apoorva drives strategic initiatives and operational excellence with nearly two decades of global banking and consulting experience.

A Chartered Accountant with over 20 years of experience across DSP Merrill Lynch, JM Financials and Julius Baer.

Tanvi has over 19 years of experience across financial journalism, consulting and private banking and leads family governance initiatives.