Waterfield Advisors

13 years ago, Soumya Rajan saw a gap between genuine client interests and the wealth management services available. Realising the dearth of client-centric wealth advisory in India, she set out to create an institution with an unwavering focus on clients and their financial needs. And so, Soumya founded Waterfield Advisors in 2011 with an excel sheet, a sincere dream, and one goal: to offer holistic wealth advisory services that truly align with the interests of the client. Today, as Waterfield Advisors turns 13, it feels timely to reiterate our values, mission, and the reason for our existence. This Waterfield Day, we present a glimpse into the ideas that make us who we are. Behind the 13-year story of Waterfield are the unique journeys, dreams, and ambitions of our clients, shaping their financial needs. Their story is at the heart of everything we do. Disclaimer - https://lnkd.in/dEhsX_UG #wealthmanagement #wealthadvisory #india #financialplanning #finance #assetmanagement #financialadvisor #familyoffice #investmentstrategy #investing #waterfieldadvisors #anniversary

Diwali is a reminder of the triumph of good over evil, light over darkness, and the unity and shared progress of our communities. This Diwali, we are praying for peace and prosperity around the world. Happy Diwali! From all of us at Waterfield Advisors #diwali

Presenting the esteemed jury panel for the Indian Family Business Awards Season 3, presented by Waterfield Advisors Advisors, co-created with moneycontrol.com and PwC India. Since the inception of the awards in 2021, we have taken pride in having an independent jury panel and no nomination fees for the application. Our illustrious jury members continue for this season, comprising Gaurav Dalmia, Chairman, Dalmia Group Holdings Gopal Srinivasan, Chairman, TVS Capital Funds Sonu Bhasin, Founder, Families & Businesses (FAB) Soumya Rajan, Founder & CEO, Waterfield Advisors We are pleased to welcome Roshni Nadar, Chairperson, HCLTech, to the jury panel. With their combined legacy, experience, and vision, the IFBA S3 is set to be unparalleled, one that celebrates excellence and recognises leaders in the Indian family business landscape. Stay tuned. #familybusiness #wealth #awards #jury Disclaimer: https://lnkd.in/dEhsX_UG

Soumya Rajan was invited as a guest speaker at I-Venture Immersive by Indian School of Business (ISB). At this exclusive programme, hosted by ISB for aspiring entrepreneurs to start their own ventures or scale up their existing ones, Soumya inspired the young crowd with her own entrepreneurial journey. To know more about her perspectives on entrepreneurship and legacy, listen to this podcast - https://lnkd.in/gR2CWrVc Disclaimer: https://lnkd.in/dEhsX_UG #speaker #entrepreneur #founder #panelist I-Venture @ ISB

If AI can recreate art, how would it impact more quantifiable fields like the financial markets? Note these 3 developments from the recent past - i. Nvidia's stock price precipitously climbed by 14%, a rise deeply tied to the surging demand for its Blackwell AI chip, reflecting the high demand for AI infrastructure. ii. The IMF released a Global Financial Stability Report, highlighting while AI promises faster and more efficient trading, it could also amplify market volatility. iii. The EU AI Act introduced another dimension, demanding greater transparency and ethical compliance from AI developers. Ultimately, this story is about the broader interplay between unparalleled technological progress and the potential risks it brings. Today, we find ourselves at an unprecedented juncture where the delicate balance between innovation and risk must be carefully navigated. How this balance plays out will shape not just the future of technology but also the macroeconomic and societal landscape. In this month’s Vault Digest, we bring to you insightful reads about AI and markets, with a leading story on Semiconductors by Timothy Horsburgh, CFA and Anisha Bhardwaj, Zephyr Management. We hope you like it. #ai #markets #newsletter #innovation

The Indian startup ecosystem has crossed and impressive $150 billion funding mark this year. But how open are Indian family offices to backing these innovative ventures? In a conversation with Inc42 Media, Rohan Paranjpey, Managing Director, and Head of Alternative Investments, Waterfield Advisors, highlights that family offices are increasingly recognizing the potential in the startup landscape and the recently launched AIFs. Rohan adds that though their initial commitments may be conservative, once they are aligned with the startup’s vision, they are willing to invest further. To read more, visit: https://lnkd.in/dpxw6Pyi Disclaimer: https://lnkd.in/dEhsX_UG #startup #aif #investment #finance

Foreign investors are pulling out of India. What's causing this trend and where is the money going? Vipul Bhowar, Senior Director, Listed Investments, Waterfield Advisors, shares his insights in a Mint story exploring the FII selling. Vipul points out that Southeast Asian markets like Indonesia and Vietnam are also attracting interest due to their strong economic fundamentals and lower valuations. "The strong FPI inflows into Indonesia and South Korea could be attributed to their favorable valuations compared to India, and sectoral strengths, particularly in technology." Read the complete story by Dipti Sharma here - https://lnkd.in/dKmTi62m Disclaimer - https://lnkd.in/dEhsX_UG #investors #fii #equities #emergingmarkets #india

As the demand for client-centric wealth management grows in India, so does the need for highly trained wealth managers who can navigate increasingly complex financial markets. Mathew Vaidyan, Director at Waterfield Advisors, recently held an insightful session for the students at the Indian School of Business (ISB) in Hyderabad on 'Navigating Wealth Management'. From breaking down popular asset classes to highlighting key differences between the advisory and distribution models of wealth management, Mathew's session provided valuable insights to ISB students. Covering a comprehensive gamut of discussion points, he not only analyzed key wealth management trends but also shed light on the career opportunities in the sector. Disclaimer: https://lnkd.in/dEhsX_UG #wealthmanagement #finance #isb #talent #training

We live in a world that is deeply interconnected by global companies through the products we use, the places we live in, and the ways we communicate. When innovation is global, should our investments remain local? Last week, Timothy Horsburgh, CFA, Portfolio Manager & Director of Research, Zephyr Management, L.P., and Vivek Rajaraman, Executive Director, Waterfield Advisors conducted an insightful session on Global Investments for EO Chennai members. Tim spoke about strategies and opportunities in a turbulent global economy. To deep dive into global investments and diversification, read this insightful article on Waterfield Vault: https://lnkd.in/dV52gRyd Disclaimer: https://lnkd.in/dEhsX_UG #globalinvestments #finance #wealth #entrepreneurship EO CHENNAI Entrepreneurs' Organization

Soumya Rajan analyses current investment trends and dives deep into strategic asset allocation in an exclusive interview with Mint. Underscoring the importance of exploring opportunities within public markets and regularly reassessing asset allocations, Soumya notes, "The beauty of today's markets is the variety of choices, including passive and smart beta strategies that offer low-cost options. Clients can explore momentum strategies based on their risk appetite, liquidity, and return expectations." Read the complete story by Dipti Sharma here: https://lnkd.in/dnpYkswU Disclaimer: https://lnkd.in/dEhsX_UG #investment #finance #wealthmanagement #equities