Waterfield Advisors, Inside the Ecosystem
Waterfield Advisors is India's largest independent multi-family office, founded in 2010 by Soumya Rajan after 17 years at Standard Chartered Bank, managing over $4B for UHNW Indian families on a fee-only, conflict-free model that barely existed in India before it. This report maps the firm's real founding story and a genuine structural twist: prominent UHNW clients, the Patni brothers, became strategic investors in the advisory firm itself. NestLens Observatory Intelligence Report No. 022.
- Category: Ecosystem Partner
- Price: ₹1,999 (was ₹5,999, 67% off)
- Published: 2026-09-14
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