About Waterfield Advisors
Waterfield Advisors is a Financial Services company based in Mumbai (India) founded in 2011 by Sanjay Teli and Soumya Rajan. Diversified investment management services are provided to high-net-worth clients. Waterfield Advisors has raised $29.99 million across 5 funding rounds from investors including TVS Capital Funds, Gaja Capital and L N Bangur Group. The company has 126 employees. Waterfield Advisors was last valued at $83.21 million in February 2025. Its chief executive, as recorded, is Soumya Rajan. Its website waterfieldadvisors.com draws about 16 thousand monthly visits. Its Indian entity Waterfield Advisors Private Limited reported revenue of ₹74.09 Cr. Its focus areas include Asset Management and Diversified. Its competitors include UTI Mutual Fund, 360 One and Sundaram Finance; 1 of its 3 listed competitors has raised funding.
Company details
Waterfield Advisors was founded in 2011 in Mumbai, India, as a provider of diversified investment management services. Operations focus on ultra-high-net-worth individuals, high-net-worth individuals, family-owned businesses, and institutional clients. Services encompass multi-family office support, financial advisory, succession and tax planning, legal assistance, family governance, and wealth management. The firm operates within the financial services sector, emphasizing comprehensive advisory solutions.
- Headquarters Mumbai, India
- Employees 126
- Founders Sanjay Teli, Soumya Rajan
- Stage Minicorn
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website waterfieldadvisors.com
- Social LinkedIn X Instagram YouTube
- Legal Name Waterfield Advisors Private Limited
- Date of Incorporation 05 Aug, 2011
- Jurisdiction Mumbai, Maharashtra, India
- Annual Revenue₹74.09 Cr
FY 2026 · +20% YoY
- Net Loss-₹53.38 Cr
FY 2026 · -75% margin
- EBITDA-₹50.84 Cr
FY 2026 · -72% margin
- Total Equity Funding$29.99M (USD)
in 5 rounds
- Latest Funding Round$1.65M (USD), Series B
Apr 2026
- InvestorsTVS Capital Funds
& 48 more
- Employee Count126
Associated legal entities of Waterfield Advisors
Waterfield Advisors is associated with 5 registered companies on The Company Check; the primary company is Waterfield Advisors Private Limited. Each company page carries the filings, financials, charges and directors of that entity.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2026) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Waterfield Advisors Private Limited CIN U74120MH2011PTC220601 | Active | 05 Aug 2011 | Mumbai, Maharashtra | ₹74.1 Cr | 31 | 6 | View details |
| Waterfield Sponsor Llp CIN ABZ-9314 | Active | 28 Jan 2023 | Mumbai, Maharashtra | 2 | View details | ||
| Waterfield International Ifsc Private Limited CIN U66190GJ2023PTC146493 | Active | 28 Nov 2023 | Gandhinagar, Gujarat | 3 | View details | ||
| Waterfield Fund Managers Private Limited CIN U65990MH2020PTC340389 | Active | 07 Jun 2020 | Mumbai, Maharashtra | ₹13.2 Cr | 3 | 3 | View details |
| Waterfield Financial And Investment Advisors Private Limited CIN U74900MH2012PTC234921 | Active | 24 Aug 2012 | Mumbai, Maharashtra | ₹48.2 Cr | 76 | 4 | View details |
Apps and channels of Waterfield Advisors
its YouTube channel Waterfield Advisors has 3.78K subscribers and 30 videos.
Videos from Waterfield Advisors
The most watched videos on Waterfield Advisors's YouTube channel, Waterfield Advisors (3.78K subscribers). Click a video to play it here.
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Funding Insights of Waterfield Advisors
Waterfield Advisors has successfully raised a total of $29.99M across 5 strategic funding rounds. The most recent funding activity was a Series B round of $1.65 million completed in April 2026. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $29.99M
- Total Rounds 5
- Last Round Series B — $1.65M
- First Round $2.18M
(Mar 2014)
- Investors Count 49
All 5 funding rounds of Waterfield Advisors with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2026 | $1.65M | Series B | – | Jungle Ventures | – |
| Feb 2025 | $14.16M | Series B | $83.21M | Jungle Ventures | |
| Jan 2022 | $6M | Series B | $63.92M | Bharat Dhirajlal Shah, Bharat Dhirajlal Shah | |
| Dec 2019 | $6M | Series A | $••••• | TVS Capital Funds, Zephyr Management | |
| Mar 2014 | $2.18M | Series A | $••••• | RAAY Global Investments, Arihant Patni | – |
| Date | Valuation | Stage |
|---|---|---|
| Feb 2025 | $83.21M | •••••••• |
| Jan 2022 | $63.92M | •••••••• |
| Dec 2019 | $••••• | •••••••• |
| Mar 2014 | $••••• | •••••••• |
Full valuation and stage history of Waterfield Advisors
Every valuation point, the growth-stage changes (minicorn, soonicorn, unicorn) and the dates behind them require an active premium plan.
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Last known valuation $83.21M (Feb 2025). 49 investors in total: 10 institutional and 39 angel.
Investors in Waterfield Advisors
Waterfield Advisors has secured backing from 49 investors, including venture fund, angel, and institutional investors. Prominent investors backing the company include TVS Capital Funds, Gaja Capital and L N Bangur Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital investments in early and growth-stage companies across Southeast Asia and India, focusing on technology sectors. | jungle.vc | |||
Early-stage investments are targeted by Corel Traders venture capital firm. | ||||
Investment advisory, equity financing, and portfolio management in emerging markets. | zmlp.com | New York, United States | ||
Venture capital firm backed by Bala Chandra | 1999 | vernaliscapital.com | Chennai, India | |
Investment in growth equity and insurtech sectors in India. | 2007 | tvscapital.in | Chennai, India | |
Investment firm partnering with entrepreneurs in India's domestic economy. | 2004 | gajacapital.com | Mumbai, India | |
Private equity fund focused on the financial services sector | ||||
Investment management and wealth services for family offices in India. | 2002 | raayinvestments.com | Mumbai, India | |
Corporate advisory services are provided to businesses globally. | palihill.vc | Ebene City, Mauritius | ||
A business conglomerate was founded in 1918 in Kolkata, India. | 1918 | lnbgroup.com | Kolkata, India |
Investor details for Waterfield Advisors
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Board of directors of Waterfield Advisors Private Limited (Waterfield Advisors)
Waterfield Advisors Private Limited is the primary company behind Waterfield Advisors. The boards of the 5 registered companies of Waterfield Advisors currently have 6 directors; the longest-serving is Subramaniam Ramachandran Iyer, appointed in 2012. 12 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Subramaniam Ramachandran Iyer DIN 00580437 | Director | 09 Aug 2012 | 14 yrs 3 mo | Waterfield Advisors Private Limited, Waterfield Financial And Investment Advisors Private Limited |
| Thomas Corcoran Barry DIN 06940762 | Director | 10 Feb 2022 | 4 yrs 9 mo | Waterfield Advisors Private Limited |
| Peter Gordon Flavel DIN 09524386 | Nominee Director | 24 Mar 2022 | 4 yrs 7 mo | Waterfield Advisors Private Limited |
| Soumya Rajan DIN 03579199 | Designated Partner | 28 Jan 2023 | 3 yrs 9 mo | Waterfield Sponsor Llp, Waterfield International Ifsc Private Limited, Waterfield Fund Managers Private Limited, Waterfield Advisors Private Limited, Waterfield Financial And Investment Advisors Private Limited |
| Mukund Govind Rajan DIN 00141258 | Designated Partner | 28 Jan 2023 | 3 yrs 9 mo | Waterfield Sponsor Llp, Waterfield International Ifsc Private Limited, Waterfield Fund Managers Private Limited, Waterfield Advisors Private Limited, Waterfield Financial And Investment Advisors Private Limited |
| Suthar Sweeti DIN 09535481 | Company Secretary | 22 Jan 2026 | 9 mo | Waterfield International Ifsc Private Limited |
People of Waterfield Advisors
42 people are tracked at Waterfield Advisors (27 in leadership, 6 in board & advisors, 9 in team); the tracked headcount is 126.
| Name | Role | Group |
|---|---|---|
Sanjay Teli | Co-Founder & Director | Leadership |
| Co-Founder & CEO | Leadership | |
Apoorva Rai | Managing Director, Head – Strategy & Planning | Leadership |
Sahil Grover | Managing Director | Leadership |
Divij Chopra | Managing Director | Leadership |
Rohan Paranjpey | Managing Director | Leadership |
Subodh Kaistha | Managing Director | Leadership |
Nakul Beri | Senior Managing Director | Leadership |
Arundhati Sinha | Executive Director- Relationship Management | Leadership |
Karishma Jain | Director | Leadership |
Kartik Kini | COO & Brand Custodian | Leadership |
Prabhir Correa | Director & Head - Philanthropy, Impact Advisory & Strategic Alliances | Leadership |
Prashant Khithani | Assistant Vice President | Leadership |
Himanshu Maheshwari | Executive Director, Business Support | Leadership |
Siddharth Jhunjhunwala | Executive Director & Head, Waterfield Fund of Funds | Leadership |
Deepa Dattani | Assistant Vice President | Leadership |
Vishal Yeole | Senior Director - Business Advisory | Leadership |
Sia Salunkhe | Vice President Client Services | Leadership |
Medha Ajgaonkar | Director, Family Office Services | Leadership |
Manisha Khandelwal | Director - Human Resources | Leadership |
22 more people are available in the full profile.
Complete people profiles for Waterfield Advisors
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Financials of Waterfield Advisors
Figures of Waterfield Advisors Private Limited, the primary company behind Waterfield Advisors, for FY 2026. Revenue was ₹74.09 Cr (+20% year on year). Net loss was -₹53.38 Cr (-75% margin). EBITDA was -₹50.84 Cr (-72% margin). Revenue has grown at a compounded annual rate of +27% over three years and +32% over five years.
- ₹74.09 CrRevenue · FY 2026 · +20% YoY
- -₹53.38 CrNet loss · -75% margin
- -₹50.84 CrEBITDA · -72% margin
- ₹5.78 CrPaid-up capital
- 31Employees (provident fund records)
- +27%Revenue CAGR, 3 years
- +32%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Waterfield Advisors Private Limited are on its company page.
Detailed financial statements for Waterfield Advisors
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Timeline of Waterfield Advisors
4 dated milestones of Waterfield Advisors across 15 years, from founding to its latest funding, stage changes and deals.
- Founded Waterfield Advisors is founded.
- Funding First funding round of $2.2M.
- Milestone Reaches Minicorn status.
- Funding Latest funding round, Series B, of $1.6M.
Competitors of Waterfield Advisors
Waterfield Advisors has 3 listed competitors in our database, 1 of them funded. They include UTI Mutual Fund, 360 One and Sundaram Finance.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| utimf.com | 2001 | Mumbai, India | $142.4M | 1,468 | Mutual funds, portfolio management, and retirement planning services are offered. | |
| 360.one | 2008 | Mumbai, India | 65 | Asset and wealth management software is provided for businesses. | ||
| sundaramfinance.in | 1954 | Chennai, India | 8,285 | Provider of consumer & SME loans and equipment & vehicle leasing services |
Detailed competitors of Waterfield Advisors
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Web traffic of Waterfield Advisors
The website of Waterfield Advisors (waterfieldadvisors.com) receives about 15.7K visits a month.
- Monthly visits15.7K
▲ 7.5% vs previous month
Websites whose visitors overlap most with Waterfield Advisors. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| anandrathiwealth.in | 100% | 55.5K | #571,708 | View details | |
| pinc.co.in | 99% | 3.8K | #4,767,783 | View details | |
| sparkcapital.in | 98% | 10.4K | #2,079,458 | View details | |
| centrum.co.in | 95% | 9.8K | #2,126,804 | View details | |
| eticawealth.com | 93% | 4.4K | #4,430,070 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Waterfield Advisors
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Top companies in Asset Management
3 companies that operate in the same segment as Waterfield Advisors (Asset Management) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | ||||
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India |
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Related news about Waterfield Advisors
Complete news archive for Waterfield Advisors
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Frequently Asked Questions about Waterfield Advisors
Waterfield Advisors was founded in 2011 and raised its 1st funding round 3 years after it was founded.
Waterfield Advisors is headquartered in Mumbai, India. It is registered at Mumbai, Maharashtra, India.
Soumya Rajan is the CEO of Waterfield Advisors, as recorded in our data. They have also founded this company.
Waterfield Advisors is a funded company, having raised a total of $29.99M across 5 funding rounds to date. The company's 1st funding round was a Series A of $2.18M, raised on Mar 2014.
Waterfield Advisors has 126 employees.
The primary company behind Waterfield Advisors, Waterfield Advisors Private Limited, reported revenue of ₹74.09 Cr for FY 2026, up 20% year on year.
Waterfield Advisors was founded in 2011 in Mumbai, India, as a provider of diversified investment management services. Operations focus on ultra-high-net-worth individuals, high-net-worth individuals, family-owned businesses, and institutional clients. Services encompass multi-family office support, financial advisory, succession and tax planning, legal assistance, family governance, and wealth management. The firm operates within the financial services sector, emphasizing comprehensive advisory solutions.
Waterfield Advisors's top competitors include UTI Mutual Fund, Sundaram Finance and 360 One.
Waterfield Advisors has 49 investors. Key investors include TVS Capital Funds, Gaja Capital, L N Bangur Group, Zephyr Management, and RAAY Global Investments.
The valuation of Waterfield Advisors is $83.21M as of Feb 2025.
Waterfield Advisors is associated with 5 legal entities: Waterfield Advisors Private Limited, Waterfield Sponsor Llp, Waterfield International Ifsc Private Limited and others.
The legal entities of Waterfield Advisors currently have 8 directors, including Soumya Rajan, Mukund Govind Rajan, Suthar Sweeti and others.