Waterfield Advisors Private Limited

Waterfield Advisors Private Limited - business outsourcing in Mumbai, Maharashtra, India. FY 2026 financials & compliance.
CIN U74120MH2011PTC220601 Incorporated 05 August 2011 ROC Mumbai HQ Mumbai, Maharashtra, India
Active Private Limited Company business outsourcing MSME
Data last updated
Revenue · FY 2025
₹61.74 Cr
▲ 32% YoY
Net loss · FY 2025
₹34.78 Cr
Net margin -56.3%
EBITDA · FY 2025
-₹30.69 Cr
EBITDA margin -49.7%
Authorised capital
₹6.5 Cr
Registered with MCA
Paid-up capital
₹5.78 Cr
Issued & subscribed
Open charges
₹10 Cr
Secured borrowings
Company age
15 yrs
Est. 2011
Employees · EPFO
31
Provident fund records

About Waterfield Advisors Private Limited

Data last updated:

Waterfield Advisors Private Limited is a private limited company based in Mumbai, Maharashtra, India. It operates in the business and IT consulting segment of the business process outsourcing sector. It was incorporated on 05 August 2011 and has been in existence for over 15 years.

The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U74120MH2011PTC220601. Its GSTIN is 27AABCW1299D1ZA (Maharashtra).

The company has an authorised share capital of ₹6.5 Cr and a paid-up capital of ₹5.78 Cr. It is led by directors including Soumya Rajan (Managing Director) and Subramaniam Ramachandran Iyer.

Its last annual general meeting (AGM) was held on 22 August 2025, and its latest financial statements are for the year ended 31 March 2025. The registered office is at 142 Maker Chamber VI 220 Jamnalal Bajaj Marg Nariman Point, Mumbai, Maharashtra, India – 400021.

As per the financials filed for FY 2025, the company reported a revenue of ₹61.74 Cr, a growth of 32% compared to the previous year. For the same year it recorded a net loss of ₹34.78 Cr (net margin -56.3%) and EBITDA of -₹30.69 Cr (EBITDA margin -49.7%). Revenue has grown at a compounded annual rate (CAGR) of 27% over three years and 33% over five years.

The company has about 31 employees on its provident fund (EPFO) records. Its group structure includes 4 subsidiaries.

The company is associated with 1 brand: Waterfield Advisors. As per MCA filings, the company has open charges of ₹10 Cr on record. Court records list 8 cases involving the company, including 2 filed by the company and 6 filed against it; 2 cases are pending. The company has 26 deals on record (20 secondary share transfers, 6 funding rounds), with disclosed funding of ₹208.63 Cr; the latest was in February 2025. The company has 6 MSME Form 1 returns on record between 2019 and 2023, listing 36 overdue payments to 10 micro and small suppliers.

Waterfield Advisors Private Limited is registered as an MSME under the Udyam registration framework (Reg. No. UDYAM-MH-19-0025790). The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website waterfieldadvisors.com.

Company details

CIN U74120MH2011PTC220601
Registration Number 220601
Incorporation Date 05 August 2011
ROC Mumbai
Listing Status Unlisted
Company Status Active
Date of Last AGM 22 August 2025
Date of Balance Sheet 31 March 2025
Compliance Status Active Compliant
MSME Classification MSME
Udyam Registration UDYAM-MH-19-0025790
Key People
Soumya Rajan Managing Director Mukund Govind Rajan Nominee Director Subramaniam Ramachandran Iyer Director

Recognitions & Rankings of Waterfield Advisors

MSME (Udyam registered) Ministry of MSME
Udyam number
UDYAM-MH-19-0025790

Contact details

Waterfield Advisors Private Limited's registered office is in Mumbai, Maharashtra. Its website is waterfieldadvisors.com. Its e-mail address and telephone number are in the company report.

  • Email
  • Telephone
  • Website
    waterfieldadvisors.com
  • Social Media
  • Registered Address
    142 Maker Chamber VI 220 Jamnalal Bajaj Marg Nariman Point, Mumbai, Maharashtra, India – 400021
  • Industry
    Business Outsourcing, Business & IT Consulting

To see the full contact details of Waterfield Advisors Private Limited, buy the company report.

Comprehensive company report
Waterfield Advisors Private Limited - one report that includes everything
  • Company details, directors and signatories
  • Historical financials and ratios
  • Shareholding pattern and group structure
  • Charges with holder and property details
  • Legal cases, compliance and MCA filings
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Brands

Waterfield Advisors operates one associated brand: Waterfield Advisors. Each brand links to its own profile.

BrandDescriptionWebsite
Waterfield Advisors
Diversified investment management services are provided to high-net-worth clients.waterfieldadvisors.com

Business activity

The main business activity of Waterfield Advisors is financial and insurance service. In detail, this covers financial advisory, brokerage and consultancy services.

Main activity group codeMain activityBusiness activity codeBusiness activityShare of turnover
KFinancial and insurance ServiceK7Financial Advisory, brokerage and Consultancy Services

To see the full business activity and turnover split of Waterfield Advisors Private Limited, buy the company report.

Financials of Waterfield Advisors Private Limited

FY 2025 filings available

Waterfield Advisors Private Limited reported revenue of ₹61.74 Cr (up 32% YoY) for FY 2025.

Revenue · FY 2025
₹61.74 Cr ▲ 32%
Net loss · FY 2025
₹34.78 Cr margin -56.3%
EBITDA · FY 2025
-₹30.69 Cr margin -49.7%

Compounded Annual Growth Rate (CAGR)

Revenue CAGR growth
1 year
▲ 32%
3 years · compounded
▲ 27%
5 years · compounded
▲ 33%
EBITDA CAGR growth
1 year
▼ 22%
3 years · compounded
▼ 81%
5 years · compounded
▼ 37%

Revenue has grown at a compounded annual rate (CAGR) of 33% over five years, including 32% growth in the latest year. EBITDA fell 22% in the latest year. Three- and five-year figures are compounded annual growth rates (CAGR): the steady yearly rate that links the first and the last year. All are worked out from the filed statements.

Financial Statement Summary

MetricsFY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21
Profit and Loss Statement
Revenue from Operations
Other Income
Total Revenue
Cost of Materials Consumed
Employee Benefit Expense
Finance Costs
Depreciation and Amortisation
Other Expenses
Total Expenses
EBITDA-₹30.69 Cr
Profit Before Tax
Tax Expense
Net Profit (PAT)-₹34.78 Cr
Balance Sheet
Share Capital
Reserves and Surplus
Net Worth (Total Equity)
Long-term Borrowings
Short-term Borrowings
Trade Payables
Total Liabilities
Fixed Assets
Investments
Inventories
Trade Receivables
Cash and Bank Balance
Total Assets

Financial Ratios

MetricsFY 2024-25FY 2023-24FY 2022-23FY 2021-22FY 2020-21
Profitability
EBITDA Margin-49.7%
Net Profit Margin-56.3%
Return on Equity (ROE)
Return on Capital Employed (ROCE)
Return on Assets (ROA)
Liquidity and Debt
Current Ratio
Quick Ratio
Debt-to-Equity Ratio
Interest Coverage Ratio
Efficiency and Growth
Asset Turnover
Receivable Days
Payable Days
Inventory Days
Revenue Growth
Net Profit Growth

To see the full financial statements and ratios of Waterfield Advisors Private Limited, buy the company report.

Board of directors of Waterfield Advisors Private Limited

Waterfield Advisors has 5 current directors and 6 former directors. Current directors are listed first, with their designation and appointment date.

Current Directors
NameDesignationAppointment DateTenureStatus
Soumya Rajan
Also directs: Mukund Rajan Consultants LLP, Waterfield Sponsor LLP, Waterfield Fund Managers Private Limited and 5 more
Managing Director05 Aug 201115 Years 2 MonthsCurrent
Mukund Govind Rajan
Also directs: Mukund Rajan Consultants LLP, Waterfield Sponsor LLP, Waterfield Fund Managers Private Limited and 5 more
Nominee Director10 Feb 20224 Years 8 MonthsCurrent
Subramaniam Ramachandran Iyer
Also directs: Waterfield Financial and Investment Advisors Private Limited, Zodiac Clothing Company Limited, P N Writer and Company Private Limited and 3 more
Director09 Aug 201214 Years 2 MonthsCurrent
Thomas Corcoran BarryDirector10 Feb 20224 Years 8 MonthsCurrent
Peter Gordon FlavelNominee Director24 Mar 20224 Years 7 MonthsCurrent
View all directors

Auditor

Waterfield Advisors Private Limited is audited by ZADN & Associates for the financial year 2024.

Auditor firmFinancial yearFirm registration number
ZADN & AssociatesFY 2024112306W

Shareholding

The shareholding of Waterfield Advisors Private Limited is on record for 5 financial years, the latest being FY 2024, split between promoters, domestic institutions, foreign institutions, public shareholders and others.

Shareholder categoryFY 2024FY 2023FY 2022FY 2021FY 2020
Promoters
Domestic institutional investors (DII)
Foreign institutional investors (FII)
Public
Others

To see the full shareholding pattern of Waterfield Advisors Private Limited, buy the company report.

Charges & borrowings

Open charges
₹10 Cr
Satisfied charges
None
Breakdown by lending institutions
Others₹10.00 Cr
Latest charge details
DateCharge IDLenderAmountStatusModified or satisfied on
26 Mar 2026101275331Others₹10 CrOpen

Total charge records: 1 View all charges

Deals & funding

Waterfield Advisors Private Limited has 26 deals on record (20 secondary share transfers, 6 funding rounds), with disclosed funding of ₹208.63 Cr; the latest was in February 2025.

Total deals
26
Secondary share transfers
20
Funding rounds
6
Disclosed funding
₹208.63 Cr

Deals on record (5 of 26)

WhenDealAmountParties
Feb 2025Funding round · Series A₹123 CrInvestors: Jungle Ventures V Investment Holding 1 Pte Limited, 3 individuals
Mar 2024Secondary share transferUndisclosedBuyer: Corel Traders Private Limited , 3 individuals
Seller: 2 individuals
Jan 2024Secondary share transferUndisclosedBuyer: Niche Financial Services Private Limited
Seller: an individual
Oct 2023Secondary share transferUndisclosedBuyer: Phillip Finance & Investment Services India Private Limited
Seller: an individual
Jan 2020Secondary share transferUndisclosedBuyer: Equanimity Ventures LLP , Waterfield Employee Benefit Trust, TVS Capital Funds Private Limited, an individual
Seller: The Patni Family Office, Raay Investments, TVS Capital Funds Private Limited, an individual

To see the full deal history of Waterfield Advisors Private Limited, buy the company report.

Deal records are compiled from filings and public sources; amounts are shown only where the source reported them.

MSME payment delays

Waterfield Advisors Private Limited has 6 MSME Form 1 returns on record between 2019 and 2023, listing 36 overdue payments to 10 micro and small suppliers. Companies must report dues to micro and small suppliers that stay unpaid for more than 45 days in a half-yearly MSME Form 1 return.

Suppliers with reported dues (5 of 10)

SupplierAmount dueDue sinceReported on
Z A D N & Associates
Powerpoint Catridges Pvt Ltd
Shivaami Cloud Services Private Limited
Coreintegra Consulting Services Limited
Valuefy Technologies Private Limited

To see the full MSME payment records of Waterfield Advisors Private Limited, buy the company report.

Individuals and sole proprietors among the suppliers are not named.

Group structure & subsidiaries

Waterfield Advisors has 4 subsidiary companies. This group structure data is as of FY 2024. The table lists each entity with its relationship and holding.

4
Subsidiary companies
Key subsidiaries
Company NameCINShares held
Waterfield Fund Managers Private LimitedU65990MH2020PTC340389
Waterfield International IfscU66190GJ2023PTC146493
Waterfield Financial and Investment Advisors Private LimitedU74900MH2012PTC234921
Waterfield FoundationU85300MH2023NPL397067

To see the full group structure of Waterfield Advisors Private Limited, buy the company report.

Employees & EPFO

Waterfield Advisors Private Limited has a workforce of 31 employees on its EPFO records as of Dec 25, 2024, across 1 active EPFO establishment.

Employee count
31
Active EPFO establishments
1
Employee growth
14.81%

GST

Waterfield Advisors has 1 GST registration: 1 active.

Total GSTINs
1
Active
1
GSTINStateStatusRegistered on
27AABCW1299D1ZAMaharashtraActive01 Jul 2017

To see the full GST registrations and return filing status of Waterfield Advisors Private Limited, buy the company report.

Recent activity

Waterfield Advisors Private Limited has 11 board changes on record since 2011: 5 appointments and 6 cessations. The latest: Amitkumar Gajendrakumar Patni ceased to be Director on 17 Jul 2026.

Ceased
Amitkumar Gajendrakumar Patni ceased to be Director.
Charges
A charge with Others amounted to Rs. 10.00 Cr with Charge ID 101275331 was registered on 26 Mar 2026.
AGM
Waterfield Advisors Private Limited last Annual general meeting of members was held on 22 Aug 2025 as per latest MCA records.
Ceased
Arihant Patni ceased to be Director.
Ceased
Sanjay Sadashiv Teli ceased to be Director.
Filing
Waterfield Advisors Private Limited has filed its annual Financial statements for the year ended 31 Mar 2025 with Roc Mumbai I.
Ceased
Ramakrishnan Sivaswamy Iyer ceased to be Additional Director.
Ceased
Faramaraz Jeremey Mistry ceased to be Additional Director.
Appointed
Peter Gordon Flavel was appointed as Nominee Director.
Appointed
Mukund Govind Rajan was appointed as Nominee Director.
Appointed
Thomas Corcoran Barry was appointed as Director.
Appointed
Subramaniam Ramachandran Iyer was appointed as Director.

3 earlier events are in the company report.

News

Frequently asked questions

Waterfield Advisors is an active private limited company based in Mumbai, Maharashtra, India. The company works in business and IT consulting, within the business outsourcing industry. It was incorporated on 05 August 2011 (15+ years old) and is registered under CIN U74120MH2011PTC220601.

Waterfield Advisors has 5 current directors:

The latest financial statements of Waterfield Advisors on record with the MCA are for the year ended 31 March 2025. Its last annual general meeting was held on 22 August 2025. Year-wise statements from 2015 are in the company report.

The GSTIN of Waterfield Advisors is 27AABCW1299D1ZA, registered in Maharashtra.

The CIN (Corporate Identification Number) of Waterfield Advisors is U74120MH2011PTC220601. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.

Waterfield Advisors has 8 court cases on record: 2 filed by the company and 6 filed against it. 2 are pending.

Waterfield Advisors was incorporated on 05 August 2011, making it 15+ years old. It is registered with the Registrar of Companies, Mumbai.

Waterfield Advisors has 26 deals on record (20 secondary share transfers, 6 funding rounds), with disclosed funding of ₹208.63 Cr; the latest was in February 2025.

Amitkumar Gajendrakumar Patni ceased to be Director on 17 Jul 2026. Arihant Patni ceased to be Director on 16 Apr 2025. Sanjay Sadashiv Teli ceased to be Director on 16 Apr 2025. Waterfield Advisors has 11 board changes on record in total.

Yes, Waterfield Advisors is registered as an MSME under Udyam registration (number: UDYAM-MH-19-0025790).

Waterfield Advisors has 6 MSME Form 1 returns on record between 2019 and 2023, listing 36 overdue payments to 10 micro and small suppliers. The latest return was filed on 22 Nov 2023.