Press Release

Former Avendus Exec Kartik Kini Joins Waterfield Advisors as COO

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appointment

Waterfield Advisors has announced the appointment of Kartik Kini as Chief Operating Officer for their Multi-Family Office Business.

Kartik has over 20 years of experience in the Financial Services Industry, mostly in the Wealth Management Space. Prior to joining Waterfield, Kartik was part of the Founding Team to set up the Wealth Management practice at Avendus. Kartik has also worked in leadership roles with Deutsche Bank and Merrill Lynch.

Commenting on the announcement, Ms. Soumya Rajan, Managing Director & CEO of Waterfield Advisors said, “We are delighted to have Kartik join the Waterfield Leadership team and wish him all success in his career with the firm. A highly organized, strategic, and result driven professional, Kartik is adept at improving processes, driving efficiencies, and implementing new technologies. He is very well regarded and well networked; and has strong collaborative relationships in the industry and with partner firms”

Waterfield has become one of the pre-eminent Multi Family Office in India and advises 32 families with total financial assets of over $2bn. It services clients from its offices in Mumbai, Delhi & Chennai and covers Bengaluru & Hyderabad as well. It will be opening a Bengaluru office soon.

Waterfield Advisors is an India-focused firm that provides advisory services to Entrepreneurs, UHNW Families, Trusts and Corporate Clients. Founded in 2011, the firm strives to offer a fresh approach to advisory services in India through a client-centric and no conflict of interest model.

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