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

Following Donald Trump's victory in the 2024 U.S. Presidential Elections, Indian benchmark indices witnessed a notable drop as markets reacted to a potential global shift. Prashant Tandon, Executive Director, Investment Advisory at Waterfield Advisors, provided his insights on the election result's market impact to major news outlets. Read the Business Standard article here - https://lnkd.in/dGGRfUHW Disclaimer: https://lnkd.in/dEhsX_UG #usa #elections2024 #finance #wealth #investments #stockmarket Mint | Rediff.com | ThePrint | Times Network | The Times Of India

Here's a peek into our Diwali celebrations at Waterfield!✨ Across all our offices, Waterfielders gathered to welcome the festival of lights and kicked off the celebrations with a Diwali puja, followed by a festive lunch and delicious sweets! Wishing everyone a season filled with light, joy, and prosperity from all of us at Waterfield.⭐ #Diwali2024 #waterfieldadvisors

After a banner year for stocks, Samvat 2081 began positively, but market experts are advising caution. Vipul Bhowar, Senior Director - Listed Investments, Waterfield Advisors, shares his insights in a Mint story, further noting that sectors related to domestic growth themes—such as financials (particularly insurance), consumption (including real estate ancillary sectors), power (notably renewable energy), and healthcare are positioned to perform well. Read the complete story here - https://lnkd.in/dxJTW7Cx Disclaimer: https://lnkd.in/dEhsX_UG #samvat2081 #stocks #wealth #finance #investments

Excitement & speculations are high as we enter the final days of US Presidential Elections 2024. In a Mint story exploring how the US markets have reacted to the elections, Prashant Tandon, Executive Director, Investment Advisory, Waterfield Advisors, shares his insights. "The strongest gain on Election Day during the past five US Presidential Elections was 4.08%, when Barack Obama because the first African American to be elected the President of the United States during the peak of the Global Financial Crisis of 2007/08," says Prashant. Read our Investors' Guide to the US Presidential Elections 2024 here - https://lnkd.in/diCjkscC Disclaimer - https://lnkd.in/dEhsX_UG #uselections #harris #trump #investment

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