Democratizing wealth management in India
podcast • Investment Management
-.webp)
Soumya Rajan
2023-01-24 | 1 Hour
Soumya Rajan, founder and CEO of Waterfield Advisors, tells Euromoney why she created her own boutique private wealth firm in Mumbai a decade ago, what makes India such a tough market to crack, why listening to the client is key and how Waterfield is using technology to cut costs – a perennial challenge in private banking.
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