About Waterfield Fund Managers Private Limited
Data last updated: 06 March 2026
Waterfield Fund Managers Private Limited is a private limited company based in Mumbai, Maharashtra, India, a subsidiary of Waterfield Advisors Private Limited. It specialises in diversified financial services, a part of the broader financial services sector. Incorporated on 07 June 2020, the company has been in operation for over 6 years.
Registered with ROC Mumbai under CIN U65990MH2020PTC340389.
Capital: an authorised share capital of ₹10.2 Cr and a paid-up capital of ₹10.01 Cr. It is led by directors 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 ₹7.79 Cr, a growth of 50% compared to the previous year.
The company has a workforce of approximately 3 employees as per the latest available data. It operates as a subsidiary of Waterfield Advisors Private Limited.
The company is associated with 1 brand - Waterfield Advisors. As per MCA filings, the company has open charges of ₹12.74 Cr and satisfied charges of ₹12.74 Cr on record.
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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IndustryFinancial Services, Diversified Financial Services
- 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 Fund Managers Private Limited
Waterfield Fund Managers Private Limited operates one associated brand: Waterfield Advisors. These brands represent Waterfield Fund Managers 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 Fund Managers Private Limited
Brands and companies operating in the same space as Waterfield Fund Managers 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 Fund Managers Private Limited
Waterfield Fund Managers Private Limited is engaged in the principal business activity of financial and insurance service, with detailed activities including fund management services.
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| K | Financial and insurance Service | K6 | Fund Management Services | Locked |
Business activity turnover details for Waterfield Fund Managers 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 Fund Managers Private Limited
Waterfield Fund Managers Private Limited is audited by S.R. BATLIBOI & CO. LLP for the financial year 2023. The auditor plays a crucial role in ensuring financial transparency and compliance with accounting standards.
| Name | Status | Appointment Date | Cessation Date |
|---|---|---|---|
| S.R. BATLIBOI & CO. LLP | Locked | Locked | Locked |
Complete auditor history for Waterfield Fund Managers Private Limited
Appointment status, appointment dates, cessation dates, and historical auditor changes require an active report plan.
- Appointment status
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Board of Directors of Waterfield Fund Managers Private Limited
Waterfield Fund Managers Private Limited is currently managed by 2 directors, with 1 former director 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:
Mukund Rajan Consultants Llp, Waterfield Sponsor Llp, Waterfield International Ifsc Private Limited and 5 more
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Director | 07 Jun 2020 | 6 Years 1 Months | Current |
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Mukund Govind Rajan
Also directs:
Mukund Rajan Consultants Llp, Waterfield Sponsor Llp, Waterfield International Ifsc Private Limited and 5 more
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Director | 07 Jun 2020 | 6 Years 1 Months | Current |
Financials of Waterfield Fund Managers Private Limited FY 2025 filings available
Waterfield Fund Managers Private Limited reported revenue of ₹7.79 Cr (up 50.00% YoY) for FY 2025.
Ten-year financial statements for Waterfield Fund Managers Private Limited
Historical statement values and trend charts require an active report plan.
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Ownership and Shareholding of Waterfield Fund Managers Private Limited
Shareholding and ownership data for Waterfield Fund Managers Private Limited
Promoter, institutional, public, and beneficial ownership values require an active report plan.
- Ownership categories
- Historical changes
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- FII and DII holdings
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Charges & Borrowings of Waterfield Fund Managers Private Limited
| Date | Lender | Amount | Status |
|---|---|---|---|
| 22 Nov 2023 | Hdfc Bank Limited | ₹6.37 Cr | Satisfied |
| 25 May 2023 | Hdfc Bank Limited | ₹3.16 Cr | Satisfied |
| 05 Apr 2023 | Hdfc Bank Limited | ₹1.1 Cr | Satisfied |
| 28 Feb 2023 | Hdfc Bank Limited | ₹2.11 Cr | Satisfied |
Total charge records: 4 View all charges
Employees and EPFO Compliance at Waterfield Fund Managers Private Limited
Waterfield Fund Managers Private Limited has a workforce of 3 employees as of Mar 23, 2024.
Employee and EPFO history for Waterfield Fund Managers Private Limited
Monthly headcount, contribution history, establishment records, and filing compliance require an active report plan.
- Monthly headcount
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GST Compliance of Waterfield Fund Managers Private Limited
GST registrations and filing compliance for Waterfield Fund Managers 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
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Credit Ratings, Litigation & Regulatory Alerts for Waterfield Fund Managers Private Limited
Credit ratings, litigation, and regulatory alerts for Waterfield Fund Managers 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
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MSME Payment Delays by Waterfield Fund Managers Private Limited
MSME payment history for Waterfield Fund Managers 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
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Subsidiaries & Group Companies of Waterfield Fund Managers Private Limited
Corporate group structure for Waterfield Fund Managers 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
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MCA Filings & Documents of Waterfield Fund Managers Private Limited
MCA filings and documents for Waterfield Fund Managers 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
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Recent Activity on Waterfield Fund Managers Private Limited
Recent News on Waterfield Fund Managers Private Limited
Frequently Asked Questions about Waterfield Fund Managers Private Limited
Waterfield Fund Managers Private Limited is an active private limited company in the financial services sector based in Mumbai, Maharashtra, India. It was incorporated on 07 June 2020 (6+ years old) and is registered under CIN U65990MH2020PTC340389. The company has 3 employees.
Waterfield Fund Managers Private Limited reported revenue of ₹7.79 Cr for FY 2025 (up 50.00% YoY).
The current directors of Waterfield Fund Managers Private Limited are:
- Soumya Rajan - Director
- Mukund Govind Rajan - Director
The primary industry of Waterfield Fund Managers Private Limited is financial services. The company specifically operates in diversified financial services. The company is currently active in this sector.
Waterfield Fund Managers 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 ₹10.2 Cr, and the paid-up capital is ₹10.01 Cr.