About Waterfield Advisors Private Limited
Data last updated: 25 February 2026
Waterfield Advisors Private Limited is a private limited company based in Mumbai, Maharashtra, India. It specialises in business and IT consulting, a part of the broader business process outsourcing sector. Incorporated on 05 August 2011, the company has been in operation for over 15 years.
Registered with ROC Mumbai under CIN U74120MH2011PTC220601.
Capital: an authorised share capital of ₹6.5 Cr and a paid-up capital of ₹5.65 Cr. It is led by directors including Soumya Rajan and Mukund Govind Rajan.
Last AGM: 22 August 2025. Financial statements filed for year ended 31 March 2025. Office: 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.
The company has a workforce of approximately 31 employees as per the latest available data. Its group structure includes 4 subsidiaries.
The company is associated with 1 brand - Waterfield Advisors.
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.
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Registered Address142 Maker Chamber Vi 220 Jamnalal Bajaj Marg Nariman Point, Mumbai, Maharashtra, India – 400021
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IndustryBusiness Outsourcing, Business & IT Consulting
- Historical Financials and ratios
- Shareholding pattern and group structure
- Charges with holder and property details
- Litigation, compliance and MCA filings
- PDF report delivered after checkout
Associated Brands with Waterfield Advisors Private Limited
Waterfield Advisors Private Limited operates one associated brand: Waterfield Advisors. These brands represent Waterfield Advisors Private Limited's diversified market presence and brand portfolio.
| Brand | Description | Website |
|---|---|---|
| Diversified investment management services are provided to high-net-worth clients. | waterfieldadvisors.com |
Competitors & Alternatives of Waterfield Advisors Private Limited
Brands and companies operating in the same space as Waterfield Advisors Private Limited include Fidelity Investments, UTI Mutual Fund, Goldman Sachs and 7 more.
| Competitor | Description | Location | Founded |
|---|---|---|---|
Fidelity Investments
|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | Boston, United States, United States | 1946 |
UTI Mutual Fund
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Mutual funds, portfolio management, and retirement planning services are offered. | Mumbai, India, India | 2001 |
Goldman Sachs
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Investment banking services are delivered across multiple financial sectors. | New York, United States, United States | 1869 |
S&P Global
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Platform offering business intelligence solutions that combine data and actionable analytics for clients | New York, United States, United States | 1917 |
Sundaram Finance
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Provider of consumer & SME loans and equipment & vehicle leasing services | Chennai, India, India | 1954 |
Bank of America
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Commercial banking and asset management services are offered worldwide. | Charlotte, United States, United States | 1904 |
State Street
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Financial services are provided to asset managers worldwide. | Boston, United States, United States | - |
FIS
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Software suites for banks and financial institutions are provided. | Jacksonville, United States, United States | 1968 |
Avendus
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Corporate advisory and investment services are provided to clients. | Mumbai, India, India | 1999 |
360 One
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Asset and wealth management software is provided for businesses. | Mumbai, India, India | 2008 |
Business Activity of Waterfield Advisors Private Limited
Waterfield Advisors Private Limited is engaged in the principal business activity of financial and insurance service, with detailed activities including financial advisory, brokerage and consultancy services.
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| K | Financial and insurance Service | K7 | Financial Advisory, brokerage and Consultancy Services | Locked |
Business activity turnover details for Waterfield Advisors Private Limited
Turnover contribution percentages and historical activity changes require an active report plan.
- Turnover contribution
- Historical classifications
- Filing-level activity changes
Verified entity values are shown only after access is granted.
Auditor Details of Waterfield Advisors Private Limited
Waterfield Advisors Private Limited is audited by ZADN & Associates for the financial year 2024. The auditor plays a crucial role in ensuring financial transparency and compliance with accounting standards.
| Name | Status | Appointment Date | Cessation Date |
|---|---|---|---|
| ZADN & Associates | Locked | Locked | Locked |
Complete auditor history for Waterfield Advisors Private Limited
Appointment status, appointment dates, cessation dates, and historical auditor changes require an active report plan.
- Appointment status
- Appointment dates
- Cessation dates
- Auditor changes
Verified entity values are shown only after access is granted.
Board of Directors of Waterfield Advisors Private Limited
Waterfield Advisors Private Limited is currently managed by 5 directors, with 10 former directors having served the organization. The current Directors play a crucial role in shaping the company's strategic direction and governance.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
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Soumya Rajan
Also directs:
Waterfield Financial And Investment Advisors Private Limited, Mukund Rajan Consultants Llp, Waterfield Sponsor Llp and 5 more
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Managing Director | 05 Aug 2011 | 14 Years 11 Months | Current |
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Mukund Govind Rajan
Also directs:
Mukund Rajan Consultants Llp, Waterfield Sponsor Llp, Waterfield Fund Managers Private Limited and 5 more
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Nominee Director | 10 Feb 2022 | 4 Years 5 Months | Current |
| Subramaniam Ramachandran Iyer | Director | 09 Aug 2012 | 13 Years 11 Months | Current |
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Amitkumar Gajendrakumar Patni
Also directs:
Nidana Management Consultancy Services Llp, Elysium Investment Advisors Llp, Hive Technologies Llp and 5 more
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Director | 19 Mar 2014 | 12 Years 3 Months | Current |
| Peter Gordon Flavel | Nominee Director | 24 Mar 2022 | 4 Years 3 Months | Current |
Financials of Waterfield Advisors Private Limited FY 2025 filings available
Waterfield Advisors Private Limited reported revenue of ₹61.74 Cr (up 32.00% YoY) for FY 2025.
Ten-year financial statements for Waterfield Advisors Private Limited
Historical statement values and trend charts require an active report plan.
- Income statements
- Balance sheets
- Cash-flow statements
- Ratios and benchmarks
Verified entity values are shown only after access is granted.
Ownership and Shareholding of Waterfield Advisors Private Limited
Shareholding and ownership data for Waterfield Advisors Private Limited
Promoter, institutional, public, and beneficial ownership values require an active report plan.
- Ownership categories
- Historical changes
- Group structure
- FII and DII holdings
Verified entity values are shown only after access is granted.
Group Structure of Waterfield Advisors Private Limited
Waterfield Advisors Private Limited has 4 subsidiary companies. This group structure data is as of FY 2024. The corporate group structure reflects Waterfield Advisors Private Limited's business expansion strategy and organizational complexity.
| Company Name | CIN | Shares Held |
|---|---|---|
| Waterfield Fund Managers Private Limited | U65990MH2020PTC340389 | Locked |
| Waterfield International Ifsc | U66190GJ2023PTC146493 | Locked |
| Waterfield Financial And Investment Advisors Private Limited | U74900MH2012PTC234921 | Locked |
| Waterfield Foundation | U85300MH2023NPL397067 | Locked |
Showing major subsidiaries. Total: 4.
Charges & Borrowings Waterfield Advisors Private Limited
Waterfield Advisors Private Limited does not have any charges (loans) registered with the Registrar of Companies.
Employees and EPFO Compliance at Waterfield Advisors Private Limited
Waterfield Advisors Private Limited has a workforce of 31 employees as of Dec 25, 2024.
Employee and EPFO history for Waterfield Advisors Private Limited
Monthly headcount, contribution history, establishment records, and filing compliance require an active report plan.
- Monthly headcount
- PF contributions
- ECR filing status
- Establishment history
Verified entity values are shown only after access is granted.
GST Compliance of Waterfield Advisors Private Limited
GST registrations and filing compliance for Waterfield Advisors Private Limited
State-wise registrations, return filing status, HSN and SAC details, and jurisdiction records require an active report plan.
- GSTIN registrations
- State-wise filing status
- HSN and SAC details
- Tax jurisdiction records
Verified entity values are shown only after access is granted.
Credit Ratings, Litigation & Regulatory Alerts for Waterfield Advisors Private Limited
Credit ratings, litigation, and regulatory alerts for Waterfield Advisors Private Limited
Agency ratings, court records, regulatory events, and entity-specific compliance alerts require an active report plan.
- Rating history
- Court and tribunal cases
- Regulatory alerts
- Director-linked violations
Verified entity values are shown only after access is granted.
MSME Payment Delays by Waterfield Advisors Private Limited
MSME payment history for Waterfield Advisors Private Limited
Amounts outstanding to micro and small suppliers, delay reasons, and MSME-1 filing history require an active report plan.
- Outstanding amounts
- Delay periods and reasons
- MSME-1 filing history
- Vendor payment signals
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Subsidiaries & Group Companies of Waterfield Advisors Private Limited
Corporate group structure for Waterfield Advisors Private Limited
Parent, subsidiary, associate, joint venture, and ownership records require an active report plan.
- Parent company
- Subsidiaries and ownership
- Associates and joint ventures
- Entity investments
Verified entity values are shown only after access is granted.
MCA Filings & Documents of Waterfield Advisors Private Limited
MCA filings and documents for Waterfield Advisors Private Limited
Official forms, annual returns, financial statements, charge filings, and document dates require an active report plan.
- Incorporation documents
- Annual returns and statements
- Charge filings
- Complete filing index
Verified entity values are shown only after access is granted.
Recent Activity on Waterfield Advisors Private Limited
Recent News on Waterfield Advisors Private Limited
Frequently Asked Questions about Waterfield Advisors Private Limited
Waterfield Advisors Private Limited is an active private limited company in the business outsourcing sector based in Mumbai, Maharashtra, India. It was incorporated on 05 August 2011 (15+ years old) and is registered under CIN U74120MH2011PTC220601. The company has 31 employees.
Waterfield Advisors Private Limited reported revenue of ₹61.74 Cr for FY 2025 (up 32.00% YoY).
The current directors of Waterfield Advisors Private Limited are:
- Soumya Rajan - Managing Director
- Mukund Govind Rajan - Nominee Director
- Subramaniam Ramachandran Iyer - Director
- Amitkumar Gajendrakumar Patni - Director
- Peter Gordon Flavel - Nominee Director
The primary industry of Waterfield Advisors Private Limited is business outsourcing. The company specifically operates in business and IT consulting. The company is currently active in this sector.
Waterfield Advisors Private Limited can be reached at the registered office: 142 Maker Chamber Vi 220 Jamnalal Bajaj Marg Nariman Point, Mumbai, Maharashtra, India – 400021, or through the website waterfieldadvisors.com.
The authorised capital is ₹6.5 Cr, and the paid-up capital is ₹5.65 Cr.