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India’s Economic Resurgence Amid Global Uncertainty

In a world marked by economic volatility and geopolitical tensions, India continues to stand out as a beacon of stability and growth.

20 August 2025 • Riddhiman Jain

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7 Lessons First-Gen HNIs can draw from Legacy Families

What legacy families get right about wealth, and how first-gen HNIs can incorporate the same principles.

19 August 2025 • Mathew Vaidyan

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India's Top 100 Billionaires - A Fortune India - Waterfield Advisors Ranking

A comprehensive study of the dollar billionaires of India who are transforming the nation's economy

19 August 2025 • Fortune India & Waterfield Advisors

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How Women are Claiming Their Place in Family Businesses

Today, women from business families are increasingly stepping into roles of responsibility and authority in their family businesses

12 August 2025 • Soumya Rajan & Zara Thakkar

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Inside the Financial Playbooks of India’s Wealthiest Women

In this 500th episode special of Daybreak by The Ken, Soumya Rajan talks about financial empowerment for women.

12 August 2025 • Soumya Rajan

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Waterfield Advisors Strengthens Senior Leadership Team with Three Key Appointments

These strategic hires reinforce Waterfield’s focus on delivering high-impact client outcomes for India’s most influential families.

04 August 2025 • Waterfield Advisors

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Capital Conversations – Episode 5 | Navneet Munot on the 3 mistakes stock market investors need to avoid

In the fifth episode of our podcast ‘Capital Conversations’, Navneet Munot shares timeless lessons on resilience, discipline, and investing with purpose.

04 August 2025 • Waterfield Advisors

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Capital Conversations – Episode 4 | Aashish Sommaiyaa on Investing in Mutual Funds, PMS, and AIF

In the fourth episode of our podcast ‘Capital Conversations’, Aashish Sommaiyaa shares lessons on market cycles and building portfolios that consistently outperform.

04 August 2025 • Waterfield Advisors

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Capital Conversations – Episode 3 | Ravi Dharamshi on the Fundamentals of Public & Private Market Investing

In the third episode of our podcast ‘Capital Conversations’, Ravi Dharamshi shares lessons from two decades of navigating market cycles and mastering investor discipline.

04 August 2025 • Waterfield Advisors

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Capital Conversations – Episode 2 | Radhika Gupta on Career, Parenting & ‘Dal Chawal’ Investing

In the second episode of our podcast ‘Capital Conversations’, Radhika Gupta on simple investing, leadership, and balancing career with life.

04 August 2025 • Waterfield Advisors

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Capital Conversations – Episode 1 | Understanding Markets & Learning from Mistakes with Saurabh Mukherjea

In this inaugural episode of our podcast Capital Conversations, Saurabh Mukherjea joins us to share lessons on investing, asset allocation, market opportunities, and more.

04 August 2025 • Waterfield Advisors

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Investment Opportunities amidst Geopolitical Shifts

Exploring strategic investment opportunities in a changing geopolitical landscape.

04 August 2025 • Prashant Tandon

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Understanding Return on Equity: A Key Metric for Smarter Stock Selection

Exploring ROE’s role, drivers, and industry context for smarter investing.

04 August 2025 • Vipul Bhowar

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A Different Model of Wealth Management in India for HNIs

Exploring the momentum behind the fee-based advisory model and how it serves HNIs.

17 July 2025 • Kartik Kini

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Demystifying the Social Stock Exchange

How HNIs and family offices can drive structured philanthropy in India through SEBI’s Social Stock Exchange.

16 July 2025 • Prabhir Correa

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Risk pool framework to build a long-term wealth management strategy

Many investors believe that spreading investments across stocks, bonds, and alternatives provides adequate diversification.

11 July 2025 • Shilpy Sharma

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Everything you need to know about REITs

A comprehensive guide to India’s real estate growth

23 June 2025 • Pragya Vishwakarma

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8 Qualities Families Should Look For In A CIO

Key qualities and strategic considerations to keep in mind before onboarding a CIO for your family office

19 June 2025 • Vivek Rajaraman

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An Introduction to Fund-of-Funds

And how they open India’s private-market universe to family offices and UHNW investors

16 June 2025 • Rohan Paranjpey

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A Guide to Waterfield’s Initial Portfolio Diagnostic

And how it optimizes wealth for long-term growth.

10 June 2025 • Visesh Tulsian, CFA

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Rethinking Wealth

Trends in wealth management & private banking landscape

09 June 2025 • Nitaa Shivdasani

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RBI’s Rate Cut & the Road Ahead

A look at RBI's bold rate cut, neutral stance, and market impact.

07 June 2025 • Vipul Bhowar

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CuriouSR #2 : Drones and the Potential of Mindful Flight + Sight

Soumya Rajan, Founder and CEO, makes an exhaustive case for the transformative power of drones while underscoring the need for ethical guardrails to mitigate misuse.

20 May 2025 • Soumya Rajan

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CuriouSR #1: Longevity and Evergreen Economy

Soumya Rajan, Founder and CEO, examines the human and socioeconomic implications of longer healthspans and the 'longevity dividend'.

19 May 2025 • Soumya Rajan

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Why India’s UHNIs and HNIs Must Consider Engaging with a Fee-based Wealth Advisor

Learn more about the advisory model, centered around transparency and unbiased investment advice.

07 May 2025 • Kartik Kini

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Understanding Bear Markets

Here's everything you need to know about bear markets.

09 April 2025 • Waterfield CIO's Desk

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4 Mistakes to avoid in a bear market

Markets rise and fall — it’s in their nature. Let’s look at how to successfully navigate stressful market behaviours and avoid 4 costly mistakes.

09 April 2025 • Waterfield CIO's Desk

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Women, Wealth and Worth: Debunking Investment Myths

This article debunks the myths about women’s investing patterns and how women are reshaping wealth.

08 March 2025 • Nita Shivdasani

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Waterfield Advisors Wins Best Independent Wealth Manager in India

Waterfield awarded Best Independent Wealth Manager by Asian Private Banker for 2nd Year in a Row

14 February 2025 • Waterfield Advisors

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Wealth Management Firm Waterfield Advisors Achieves ISO 27001 Certification

Strengthening our commitment to data security

03 February 2025 • Waterfield Advisors

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Formula 1 in 2025: Must-Attend Races for UHNIs

Discover the top Formula 1 events of 2025, from Monaco to Abu Dhabi. Explore VIP experiences and luxury packages tailored for HNIs and UHNIs.

20 January 2025 • Waterfield Advisors

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8 Cultural Events in 2025 that Attract the UHNI Community

Immerse yourself in the finest culture events of 2025, from the Venetian Masquerade Ball to the grandeur of New Year in Saint Barthélemy.

20 January 2025 • Waterfield Advisors

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5 Cricket Events That Will Define 2025: Don’t Miss These Spectacles

Explore the top cricket events in 2025, from the ICC World Test Championship Finals to the IPL Final. Discover exclusive VIP experiences curated for HNIs and UHNIs.

20 January 2025 • Waterfield Advisors

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9 Automotive Events: A Celebration of Elegance, Speed, and Engineering Excellence

Indulge in the ultimate automotive events of 2025, from Monterey Car Week to the Monaco Yacht Show. Discover a world of speed, elegance, and exclusivity tailored for HNIs and UHNIs.

20 January 2025 • Waterfield Advisors

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Prestigious Art Events in 2025 Attended by UHNIs

Discover the top art events of 2025, from Art Basel to the Jaipur Literature Festival. Explore luxury experiences tailored for HNIs and UHNIs.

20 January 2025 • Waterfield Advisors

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5 Trends that Shaped Wealth in 2024 | #5 Resurgence of IPOs

Explore how IPOs became a lucrative source of wealth creation for employees, and HNI and retail investors

23 December 2024 • Waterfield Advisors

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5 Trends that Shaped Wealth in 2024 | #4 The AI Inclusion

An analysis of how AI's widespread adoption in 2024 invigorated wealth creation across key sectors like healthcare, retail & e-commerce, manufacturing, and finance

20 December 2024 • Waterfield Advisors

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5 Trends that Shaped Wealth in 2024 | #3 Elections & Wars

Explore how the election supercycle and geopolitical conflicts in 2024 reshaped wealth strategies

19 December 2024 • Waterfield Advisors

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5 Trends that Shaped Wealth in 2024 | #2 Evolution of the Influencer Era

A closer look at how entrepreneurs, influencers, and artists impacted wealth creation in 2024

19 December 2024 • Waterfield Advisors

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5 Trends that Shaped Wealth in 2024 | #1 Central Banks take Centre Stage

A deep dive into the impact of major central banks on investment decisions in 2024

18 December 2024 • Waterfield Advisors

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Celebrating Excellence: Winners of the Indian Family Business Awards (IFBA) Season 3

Meet the winners of Season 3 of the highly coveted Indian Family Business Awards, presented by Waterfield Advisors

09 December 2024 • Waterfield Advisors

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Navigating behavioural biases, market volatility, uncertainty while investing

A thought-provoking read on how to navigate the unpredictability and unknown unknowns of financial markets

17 October 2024 • Prashant Tandon

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An Investor’s Guide to the 2024 US Presidential Election

With Vice President Kamala Harris and former President Donald Trump running neck and neck in the Presidential campaign, investors may turn to economic and stock-market trends for insight into potential election outcomes.

10 October 2024 • Prashant Tandon & Anusha Mazumder

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India’s Richest 2024 - A Fortune India - Waterfield Advisors Ranking

A comprehensive study of the dollar billionaires of India who are transforming the nation's economy

05 September 2024 • Fortune India & Waterfield Advisors

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Nominations open for Indian Family Business Awards Season 3

Nominate your family business now to the third season of the prestigious Indian Family Business Awards

21 June 2024 • Waterfield Advisors

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2024 Indian Elections & Market Impact

We continue to believe that the dynamism of our economy and our unique position in the global economy will allow us to achieve good relative economic growth.

06 June 2024 • Shantanu Bhargava

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Evaluating Fund Managers: The Don’t and Do’s

Why investors need to look beyond past performance while evaluating fund managers

08 May 2024 • CIO's Desk

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Wealth Beyond Tier-1: 3 fundamentals of Bharat’s small-city HNIs

3 distinct characteristics of India's tier-2,3 HNIs that enable better investing fundamentals

05 April 2024 • Sahil Grover

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Women of Wealth | HERitage Survey Report

Read transformative findings from a focused survey of HNI Indian women about how they invest and manage their wealth

21 March 2024 • Waterfield Advisors

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Unlocking Impact Capital - The Indian Family Office Edition

The Impact Investors Council ( is India's preeminent member based not for profit industry body set up to strengthen Impact Investing in the country

01 April 2024 • Waterfield Advisors

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9 pillars of global investment diversification

9 key factors to consider when exploring global markets during turbulent geopolitical events

21 February 2024 • Nakul Beri

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Insight into 25 Key Wealth Trends in India

A compilation of infographics that tap into a variety of wealth trends developing India.

02 February 2024 • Waterfield Advisors

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Soumya Rajan of Waterfield Advisors on entrepreneurship, liberation and legacy

The Founder and CEO of Waterfield Advisors on the future of wealth management in India, what it takes to leave behind a legacy and what Waterfield is giving up for long term success

11 January 2024 • Soumya Rajan

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Explore 2024’s most luxurious events with the UHNW Calendar

Browse, share, integrated into your calendar, and attend the most luxurious events of 2024.

05 January 2024 • Waterfield Advisors

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Soumya Rajan of Waterfield Advisors on turning a 'sceptical' idea into a resilient business

The Founder and CEO of Waterfield Advisors on betting on a 'sceptical' idea, turning it into a resilient business and the future of wealth management in India

21 December 2023 • Soumya Rajan

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The Six Decision-Making Frameworks used by Family Offices

The six key decision-making frameworks that family offices need to adopt to have robust wealth governance for their investments.

30 October 2023 • Soumya Rajan

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Understanding the Discretionary Model of Wealth Management

Poor decision-making & poor execution on an ongoing basis details the process of compounding for investors. Read how Discretionary wealth management solves for that

04 October 2023 • CIO's Desk

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Navigating the climate complexity towards greener investments

You want to invest in protecting the planet. But the problem is multi-layered, and the process is complex. Learn how to see through the chaos as an impact investor.

04 October 2023 • Prabhir Correa

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India's Dollar Billionaires - A Study by Fortune and Waterfield Advisors

The second edition of the Fortune India-Waterfield Advisors' study of India's richest — a definitive listing of the country's dollar billionaires — shows that the elite club is now equivalent to 25.39% of India's FY23 GDP of ₹273 lakh crore ($3.4 trillion).

05 September 2023 • Fortune India & Waterfield Advisors

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Exploring the Four Distinct Family Office Types

Find out which family office structure best meets your requirements.

11 July 2023 • Kartik Kini

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Exploring the concept of Family Investment Funds (FIFs) in GIFT City

Exploring the first-of-its-kind concept of a Family Investment Fund (FIF) introduced in GIFT City which could boost family offices' global aspirations.

29 June 2023 • Nakul Beri

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Navigating the Financial Aspects of Divorce: A Wealth Advisor's Role

Sound financial planning is crucial during the delicate and complicated process of divorce. Engaging with a wealth advisor can help navigate the situation better.

08 June 2023 • Nita Shivdasani

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AI for Climate, Not Convenience; A Systems Thinking Approach to Sustainably Develop AI

A case to pause, reflect, and rethink about the advancement of AI from a climate-first perspective instead of convenience. And moreover, apply a systems thinking approach to minimise any counter intuitive event.

05 June 2023 • Kshitij Kumar Pandey

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How do billionaires manage their vast wealth: A deep dive into the world of wealth advisory

Picture this. You and your spouse exited a multi-billion-dollar startup and are suddenly flush with $80 million. What do you do with the surplus funds?

20 April 2023 • Sahil Grover

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The Rise of the Augmented Wealth Manager: How AI, Purpose and Human Expertise Will Redefine Wealth Management in 2030

How AI, Purpose and Human Expertise Will Redefine Wealth Management in 2030.

03 April 2023 • Soumya Rajan

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Blue Philanthropy - The Need for Ocean-Focused Philanthropy

This World Water Day, we are emphasizing 4 ways how Indian philanthropists can significantly change the way ocean issues are tackled.

22 March 2023 • Prabhir Correa

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Democratizing wealth management in India

Soumya Rajan, founder and CEO of Waterfield Advisors, shares her journey with Euromoney on founding her own boutique private wealth management and multi family office firm in Mumbai and why listening to the client is of key importance.

24 January 2023 • Soumya Rajan

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2023 Event Calendar for the Ultra-Wealthy

Few acknowledge the power of networking and leverage their community as well as HNIs and UHNIs.

14 January 2023 • Kshitij Kumar Pandey

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Family Office trends to watch out for in 2023

2022 was a difficult year for investors, with most asset types facing challenging conditions. Unfortunately, we do not foresee 2023 bringing any immediate respite.

13 January 2023 • Kshitij Kumar Pandey

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5 Sustainability Trends that will shape human behavior For Earth in 2023

2022 has been a volatile year for the global sustainability movement. While COP27 laid the ground work for a historical loss and damage fund, the IPCC global climate report stated that the world would face unavoidable multiple climate hazards over the next two decades with global warming of 1.5°C (2.7°F).

11 January 2023 • Kshitij Kumar Pandey

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The “Woke” Investor: The Next Generation of Millionaires and Impact Investing

Four essential focus areas for the new generation to create an impact focused investment portfolio

13 September 2022 • Prabhir Correa

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A guide to Planning Sustainable Travel

Here is a comprehensive guide to planning sustainable travel! With this guide, you will be able to bring an environmentally conscious change at every step of planning your next trip. Also check out shoutouts to some impactful organizations leading from the front in enabling us to become better travelers.

27 September 2022 • Kshitij Kumar Pandey

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India's Dollar Billionaires - A Study by Fortune and Waterfield Advisors

Who are the richest in India and what are they valued at? Fortune India and Waterfield Advisors come together to bring out the list of India's Richest - Fortune Waterfield Rich List

14 September 2022 • Fortune India & Waterfield Advisors

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Why Smart Beta Funds could be the next frontier to get alpha

Smart-beta strategies are mechanical ways of assembling bundles of companies other than by their total stock-market value, as conventional index funds do. Compared to the Indian fund industry, where AUM of all smart-beta strategies is less than $1 billion put together as of August 2022, the popularity of Smart-beta funds is way higher with AUM of $1.3 trillion-plus in the global investing world.

11 September 2022 • Kunal Valia

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Unplanned succession may lead to multiple issues in family & business

In an exclusive interview, Vishal Yeole of Waterfield Advisors talks about the need for estate planning in today’s world.

04 September 2022 • Vishal Yeole

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Philanthropy - A Wealth Management Objective

Most people desire to give and do charity from time to time, but charity is not the same as philanthropy.

13 June 2022 • Prabhir Correa

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Waterfield Advisors on how they approach impact investing

Waterfield Advisors is India’s largest multi-family office. Their founder and CEO Soumya Rajan leaned on decades of experience in private banking to create a next-generation MFO to provide high-touch services and guidance to families and HNWIs. Here, they discuss their approach to impact investing.

06 June 2022 • Soumya Rajan

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Lip service and less support: Financial institutions in India have been unable to help women chalk out investment plans

The meaning of true wealth will differ for every woman. Wealth advisors should not just focus on monetary goals but also understand the emotional and psychological fulfilment of their women clients.

29 April 2022 • Soumya Rajan

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How high net worth individuals need to navigate market volatility

Diversification neutralizes risk but avoids over-diversifying within an asset class

07 April 2022 • Nimish Shah

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Journey of the mighty Federal Reserve from a dovish to hawkish position

Over the next two years, the median projection has been pegged at 2.8%, though this looks a little stretched given the expected slowdown in global growth.

17 March 2022 • Kunal Valia

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How can you earn returns and create a positive social and environmental impact through impact investing

In this episode of Why Not Mint Money, Mint's Namrata Patel talks to Prabhir Correa, Waterfield Advisors...

21 February 2022 • Prabhir Correa

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Why India’s growing tycoonery will need the skills of family offices?

With many aspects of their long-term planning tied to their investment portfolios, most families find that family offices represent the ideal structure for implementing a cohesive wealth management strategy.

11 February 2022 • Soumya Rajan

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Budget 2022 – Blueprint for India’s Growth

The Budget dealt with specific areas of start-ups, related ecosystems, and digital economy with prudent focus.

07 February 2022 • Vishal Yeole

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Waterfield's Fund of Funds Special

This week on PaisaVaisa, Host Anupam Gupta is joined by Rohan Paranjpey - Head - Alternative Investments, Waterfield Advisors where they discuss a very interesting product called 'Fund of Funds (FoF)'.

11 October 2021 • Rohan Paranjpey

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You've divested your stake. Now make the money work for you. Here's how

A liquidity event is a life-changing event for a family. With the right professional advisors, it can be an opportunity to create a lasting legacy for the family and subsequent generations

28 September 2021 • Soumya Rajan

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Distribution is storytelling; Advisory is walking the talk

Ralph Waldo Emerson had famously said, "Money often costs too much". While there may be several interpretations of this quote, a simple one is that time is the ultimate cost. As we adjust to the lockdown life and the surrounding uncertainty, many high net-worth individuals (HNIs) have seen chinks in their approach to wealth management. Whether the goal is to protect family wealth or to manage family assets, a tailored approach is the key to success. How then does one understand what's right for them? Is it wiser to opt for distributors who do not charge any upfront fee or is there merit in engaging with a seasoned advisor?

18 August 2021 • Waterfield Advisors

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Can Smart Beta investing prove to be better than active management?

The old adage “Time is money” no longer means what it used to.

04 July 2021 • Kunal Valia

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LRS 101: An Introduction to Global Investing

Resident Indians can undertake global investments by investing in rupee-denominated international mutual funds or via the Liberalised...

12 July 2021 • Niyati Tanna

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How CSR decisions get taken in India

A closer look at the complex internal CSR decision making processes at companies, and their impact on the social sector.

17 June 2021 • Anushree Parekh

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Need: A govt women entrepreneurship fund to encourage female founders

If India has ambitions to be a leading super-power in the next few decades, increasing and encouraging women entrepreneurship is one agenda we cannot afford to ignore

04 June 2021 • Soumya Rajan

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Environmental, Social and Governance Investing–A fad or here to stay?

Looking at ESG risks alongside financial metrics parameters could make us better prepared in the future for unforeseen risks, such as those we have experienced during the pandemic, and emerging risks like climate change

15 April 2021 • Soumya Rajan

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Pay more attention to underlying growth of the economy rather than market capitalisation

In the long-term, the ability of India to consistently grow at above 7 percent per annum would largely influence the rise in market capitalisation.

30 May 2021 • Nimish Shah

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Why wealth managers need to recognise the growing influence of women

Women are half the world’s population yet they remain very underserved by their wealth managers. Most wealth managers use a one-size fits-all approach and have not unlocked the full potential of this segment

01 March 2021 • Soumya Rajan

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Budget should root for growth, ditch deficit concerns.

In light of the recession caused by Covid 19, the issue of growth versus fiscal discipline for framing the Budget 2021 will be the most debated one by the Government and Finance Ministry

27 January 2021 • Nimish Shah

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Opportunities & Challenges for Wealth Practitioners in a Post COVID World

Marg Franklin, CFA President & CEO , CFA Institute with Soumya Rajan, Director

22 August 2020 • Soumya Rajan

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Mutual Funds vs PMS : What to keep in mind before choosing one

Mutual Fund investors have been redeeming. Perhaps disillusioned by the moderation in returns in the last 3 years and also prompted by the rally in the equity markets.

07 December 2020 • Nimish Shah

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Apply disciplined approach with cautious optimism for a better post-COVID investing experience

In the current markets where fixed income will give returns lower than inflation and equity valuations seem high, investment decisions are difficult to make.

07 December 2020 • Nimish Shah

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Surviving a leadership transition

Succession planning in the social sector can be difficult, but it doesn’t have to be.

25 November 2020 • Prabhir Correa

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Mr Market has a mind of its own and it often chooses to ignore who is on the throne

While the sentiments are positive, the fundamentals too look to be steadily improving. Manufacturing services and agriculture are showing signs of recovery.

12 November 2020 • Nimish Shah

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Covid-19 will change the way we consume advice and invest in our future

What is now clear is that 'black swan' events which were considered to happen once-in-a-generation are now likely to be more frequent.My own generation has seen three big market meltdowns

30 October 2020 • Soumya Rajan

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Demystifying the concept of Family Offices

Multi-family offices, on the other hand, provide the same services as a Single Family Office, but instead serve multiple families.

15 May 2020 • Soumya Rajan

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Career Principles with Waterfield Advisors

As the founder of Waterfield Advisors, Soumya brings over 25 years of financial services experience. She has advised several of India’s leading business families on issues related to the success and continuity of their family enterprise.

18 September 2020 • Soumya Rajan

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Steering Wealth Management Industry Through Digital Transformation In The Post Pandemic World

Technology adoption is no longer a matter of simply driving growth and product innovation, rather, it is about surviving the current crisis and even thriving under it.

25 September 2020 • Kartik Kini

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RBI monetary policy outcome on Oct 9, MPC may keep repo rate unchanged as growth remains uncertain

With outlook towards inflation and growth remaining uncertain and with the fiscal constraints, the likelihood of reducing rates at this juncture is less probable

08 October 2020 • Nimish Shah

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How to get the next gen to really think about philanthropy? | Dandekar Family

This Daan Utsav (Joy of Giving week), Waterfield Advisors brings to you immersive and insightful conversations between our Founder and CEO Soumya Rajan and Leena, Abha and Vivek Dandekar.

08 October 2020 • Soumya Rajan

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What does the next generation think about philanthropy? | Forbes Family | DaanUtsav

This Daan Utsav (Joy of Giving week), Waterfield Advisors brings to you immersive and insightful conversations between our Founder and CEO Soumya Rajan and Rati and Riah Forbes.

09 October 2020 • Soumya Rajan

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With accommodative stance, MPC leaves room for rate cuts after festival season

To aid and sustain the economic revival, various measures have been announced by the MPC while promising to maintain the accommodative stance for the current financial year and into the next year.

10 October 2020 • Nimish Shah

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How to structure your philanthropic capital for long-term giving? | Dandekar Family

This Daan Utsav (Joy of Giving week), Waterfield Advisors brings to you immersive and insightful conversations between our Founder and CEO Soumya Rajan and Leena, Abha and Vivek Dandekar.

08 October 2020 • Soumya Rajan

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Managing family businesses during Covid-19

Like any other business, a family business too should have governance in place to ensure that both its family and business strategies are taken care of.

23 September 2020 • Ruchi Sankhe

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How can philanthropists with small budgets make a difference? | Forbes Family | DaanUtsav

This Daan Utsav (Joy of Giving week), Waterfield Advisors brings to you immersive and insightful conversations between our Founder and CEO Soumya Rajan and Rati and Riah Forbes.

08 October 2020 • Soumya Rajan

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Budget 2021: 'Tax payers hope no new tax as covid cess is introduced'

'Budget should root for growth, ditch deficit concerns.'

27 January 2021 • Nimish Shah

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Growth-driven Budget 2021 promises economic revival

Budget needs to be backed with consistent and surgical precision execution

03 February 2021 • Nimish Shah

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Financially Independent Women Create An Evolved and Equitable Society

An empowered and independent woman means a financially strong and healthy family.

08 May 2020 • Sadaf Behbahany

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Planning For Your Life’s First Liquidity Event

With proper planning, one can optimize tax liability, invest capital wisely to achieve defined goals, meet social and philanthropic goals and preserve the wealth to pass on to subsequent generations.

20 February 2020 • Ruchi Sankhe

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Rethinking Wealth Management For The Next Decade

Wealth management firms will need to embrace technology and move to provide holistic, personalised advice that is in sync with evolving investment trends and investor needs.

09 January 2020 • Ruchi Sankhe

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Understanding Generation X And Financial Services

Gen X grew up at a time of very significant social change. They were expected to contribute to the workforce in numbers totalling 65.8 million by 2018.

02 January 2020 • Soumya Rajan

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Wealth management: Combining technology IQ with personal touch EQ key to servicing new-age clients

Firms needing to get the IQ and EQ balance right in the solutions that they provide

09 October 2019 • Soumya Rajan

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Managing 70 family offices & building India’s largest independent wealth advisory firm |Soumya Rajan

Soumya Rajan shares her entrepreneurial journey at Tech Sparks 2020 by YourStory Media

26 October 2020 • Soumya Rajan

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Uncover The Layers of Entrepreneurship

Soumya Rajan, Founder, Managing Director & CEO, Waterfield Advisors, decodes the Core, Inner Circle and Outer Ring of Entrepreneurship

30 September 2019 • Soumya Rajan

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Giving trusted advice to family businesses

Soumya Rajan, Managing Director and Chief Executive Officer, Waterfield Advisors, tells Hubbis of the gaps in the Indian wealth management model that were the catalyst for her team to start Waterfield Advisors.

26 March 2018 • Soumya Rajan

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Holistic conversations will drive better outcomes for clients

Soumya Rajan, Managing Director and Chief Executive Officer, Waterfield Advisors, tells Hubbis why the need for wealth management will never go away, but the nature of relationships between clients and wealth managers will have to change.

26 March 2018 • Soumya Rajan

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Soumya Rajan shares her journey from Standard Chartered bank to Waterfield Advisor

India Today on the Inspiration behind Waterfield Advisors with Soumya Rajan, Founder & CEO.

04 July 2017 • Soumya Rajan

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