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

Insights from the Fortune India - Waterfield Advisors Rich List 2024 covered in Business Standard cover page. This year's study of India's dollar billionaires highlights a significant milestone - the cumulative wealth of India's richest surging beyond $1 Trillion. This showcases a remarkable growth in wealth despite global turbulences and a 5% depreciation of the rupee against the dollar. Explore the complete list here - https://lnkd.in/dZqJpxjj Disclaimer - https://lnkd.in/dEhsX_UG #uhni #billionaires #indiasrichest #richlist

We are excited to present the third edition of the Fortune India - Waterfield Advisors Rich List. This year's study marks a significant milestone as the dollar billionaire club crosses the $1 trillion threshold for the first time, bringing their collective net worth to an astounding $1.19 trillion. Over the 3 years of this collaboration with Fortune India, we have identified a rising trend of dollar billionaires in the country - 2022 - 142 2023 - 157 2024 - 185 Featuring a record 185 domiciled billionaires, the Rich List 2024 welcomes 29 new billionaires from diverse sectors, an indicator of India's successful wealth creation story. Stay tuned as we reveal more fascinating insights from the Rich List. Access the list here: https://lnkd.in/dZqJpxjj Disclaimer: https://lnkd.in/dEhsX_UG #richestindians #billionaires #richlist #uhni #ranking

Throwing back to the previous edition of the prestigious Indian Family Business Awards (IFBA). Take a look back at last year's soiree that brought together the illustrious family business community for an unforgettable evening of rewards & recognitions. We are inviting nominations from family businesses to this year's Indian Family Business Awards, presented by Waterfield Advisors co-created with moneycontrol.com and process partners PwC India. IFBA does not involve any nomination fees, and the applications are reviewed by an eminent & independent jury panel comprising of thought leaders in the industry. Click here to nominate your family business - https://lnkd.in/dcwdc34c For nomination assistance, reach out to marketing@waterfieldadvisors.com Disclaimer: https://lnkd.in/dEhsX_UG #familybusiness #IFBA #awards #familyoffice

FPIs have been redirecting their focus from the secondary market, showing a preference for primary markets which offers lower valuations. Vipul Bhowar shares his insight on the recent shift in investment strategy across leading publications - LiveMint, businessline, Business Today, The Hindu, Financial Express (India), and Deccan Herald Read the complete story on Mint here -https://lnkd.in/dngrMWmu Disclaimer - https://lnkd.in/dEhsX_UG #fpi #investments #insights #wealthmanagement

Soumya Rajan will be speaking at the ICSI Middle East Conference on 4 September 2024 at the Grand Hyatt, Abu Dhabi, UAE. Centred around the timely theme "Responsible Investment for a Sustainable Future," the panel will feature discussions on global trends, opportunities, and challenges in responsible investments, led by industry leaders. Soumya, our Founder & CEO, will share insights on key drivers of growing interest in sustainable finance, how investors are defining and measuring sustainability and impact, the role of green bonds in financing sustainable projects, and more. Register now for virtual participation to gain valuable insights from experts including Loai Bataineh, MF, MBA of Omnivest Capital DIFC, Suresh Vaidhyanathan, CEO Special Projects, Ghassan Aboud Group, and Prashant Tandon, CEO & MD, Lighthouse Canton, UAE. To attend the session virtually, register here: https://lnkd.in/g-ip-wnQ Plenary II: 4 September 2024 Time: 1:45 PM -3:00 PM IST Disclaimer: https://lnkd.in/d2bnwaQ2 The Institute of Company Secretaries of India #sustainableinvestments #esg #panel #impactinvesting #blendedfinance

Originally derived from the French word entreprendre, meaning "to undertake," an entrepreneur was simply someone who undertook a new venture or project. However, in his theory of entrepreneurship, Richard Cantillon reimagined the word from an economic lens. He transformed not only the meaning of the word but also the role and importance of entrepreneurs, repositioning them as heroes who herald development and change. Fast forward to today. Nearly 300 years later, the term entrepreneur has become synonymous with hustling founders. They are the risk-takers, the bearers of uncertainty, the creators of tomorrow. They grapple with a myriad of challenges, from finding the elusive product-market fit to navigating the complexities of scaling their ventures. In this month’s Founders Special digest, we have curated a selection of thought-provoking content, from social entrepreneurship to the role of AI in the entrepreneurial space. Enjoy!

Tanvi Savla, Managing Director, Head of Client Coverage was invited as a panelist at a recent Hubbis thought-leadership roundtable in Mumbai. The discussion focused on setting up a family office, delving into diverse aspects that encompass family offices, such as governance, tax issues, legal considerations, as well as the role of technological advancements within this space. A prominent voice in the family office landscape, Tanvi provided her invaluable insights into navigating the world of family offices, highlighting the growing significance of globalisation, and in particular GIFT City, for Indian family offices. She reflected on the specific challenges that India's family offices face in today's economic landscape and also shared her perspectives on leveraging AI to enhance operational efficiencies. Read more about the roundtable here: https://lnkd.in/deTseDXc #thoughtleadership #hubbis #roundtable #waterfield #familyoffice Disclaimer: https://lnkd.in/dEhsX_UG

FIIs have redirected their focus towards the Indian primary market, showing a preference for IPOs due to valuation differences. Vipul Bhowar, Senior Director - Listed Investments, Waterfield Advisors, shares his insight on the recent shift across leading publications - LiveMint, businessline, zeebiz news india, Deccan Herald, Herald, Business Standard and BusinessToday. Vipul highlights that FIIs offloading bank shares over slow deposit growth. He also observes that in Q1 FY25, banks are grappling with narrowing margins, worsening asset quality, and increasing provisions, especially within their credit card, personal loan, and agriculture portfolios. Read the complete story on Mint here - https://lnkd.in/dQnnW4KA Disclaimer - https://lnkd.in/dEhsX_UG #fii #investments #insights #wealthmanagement

We are gearing up for The Indian Family Business Awards (IFBA) Season 3! Co-created by Waterfield Advisors, moneycontrol.com, and our process partners PwC India, the IFBA celebrates the enduring legacies and achievements of Indian family businesses across a diverse range of categories. We're inviting nominations for Best Family Business, Best Governance, Most Innovative, Disruptive & Transformational, and Best Family Business Led by a Woman. We are also awarding 2 special categories - Best Startup Family Business and the Philanthropy Award. Divided into three segments—Super, Mega, and Giga—these awards recognize the exceptional contributions of family businesses in their unique journeys. Nominate your family business today and be part of this prestigious recognition: https://lnkd.in/dcwdc34c For nomination assistance, write to us at marketing@waterfieldadvisors.com #IFBA #awards #familybusiness #business #uhnwi Disclaimer - https://lnkd.in/dEhsX_UG BASL approval number 13124