Wealth Managers - India
What the Team is Known For
Waterfield Advisors offers wealth management services to high net worth clients, including entrepreneurs, family offices and closely held businesses. It has experience assisting clients with investment management, succession planning, wealth transfers and compliance and regulatory issues.
Strengths
"Waterfield Advisors are very good; it is an extremely strong team. They have a good client base."
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 ontheir international investments. She also handlessuccession, corporate and family governance, business strategy and philanthropy matters. "Soumya Rajan is really exceptional, charismatic and dynamic. She is really a standout."