Wealth Managers - India
Spotlight
What the Team is Known For
Strengths
Waterfield has a strong ethos in supporting impact. In a wealth management firm, this is not easy and takes significant patience and strategic thinking - two of their hallmarks.
WFA's strength is its people: their dedication and commitment to their clients and the independence Ms. Soumya Rajan gives them to take the company forward.
Notable practitioners
Soumya Rajan is the founder of Waterfield Advisors. She has a significant financial services background and advises several of India’s leading business families on their international investments. She also handles succession, corporate and family governance, business strategy and philanthropy matters.
Soumya is an absolute pleasure to work with. Anything and everything she does is pure sophistication and the best in the industry.
