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

Where do the real investment opportunities lie in the current landscape? In an exclusive ETMarkets interview, Vipul Bhowar, Senior Director, Listed Investments at Waterfield Advisors, unpacks key trends shaping investment decisions and the broader investment outlook for 2025. Swipe for insights! Explaining that the ongoing trade wars may potentially undermine India’s GDP growth, private investment, and consumer demand, Vipul notes, "Opportunities continue to emerge, ensuring India is not severely affected. As global companies seek alternatives, industries like electronics manufacturing, automotive components, pharmaceuticals, and select agricultural products are well-positioned to thrive." Read the complete story by Kshitij Anand CFA (ICFAI), MS Finance on ETMarkets. Link in comments! --- The Economic Times #WInsights #investment #stockmarket #tradewar #commodities #smallcaps #midcaps #bearmarket

With silver's 12.3 per cent YTD return, is it a golden opportunity for your portfolio? Prashant Tandon, Executive Director, Investment Advisory, Waterfield Advisors, evaluates the prospect of silver as a dual-natured asset, offering key comparisons with gold. Noting that rate hikes in the U.S. could hurt silver prices, Prashant explains, "Silver's strong industrial usage links it to economic cycles. With around 60 per cent of mined silver used in industrial production, it is very sensitive to economic growth." Read the complete story by Himali Patel for Business Standard on page 11 or online. Link in comments. --- #silver #bullion #investment #commodities #portfolio #assetallocation

How is India’s elite redefining wealth? In conversation with Multipolitan, Nakul Beri, Senior Managing Director, Global Client Origination, Waterfield Advisors, breaks down these shifting trends—how Indian families are investing, preserving, and passing on their wealth across generations. Swipe through for key insights. From entrepreneurship and global diversification to next-gen philanthropy and new-age investments, wealth creation and management among India’s UHNIs is evolving at a rapid pace. The interplay between tradition and innovation, local and global opportunities, and financial returns with social impact is shaping a new era of wealth strategies. Read the entire article on Multipolitan. Link in comments. #wealthmanagement #governance #diversification #investment #privateequities

How do wealth advisors help HNIs enhance their investment returns, manage risk, and navigate market volatility? In this exclusive NISM Masterclass podcast, Soumya Rajan, Founder & CEO, Waterfield Advisors, joins Sashi Krishnan, Director, National Institute of Securities Markets (NISM), dives into the evolving landscape of wealth management in India and unpacks why seismic events—from the financial crisis of 2008 to the COVID-19 pandemic—have prompted HNIs to embrace the wealth advisory approach. Highlighting how advisors anchor clients amidst volatility through robust risk management and holistic planning that spans investments, succession, family governance, and legacy, Soumya explains why true wealth management transcends short-term gains, prioritising transparency, communication, and client-centricity—the core fundamentals of the wealth advisory model. Watch the full conversation here: https://lnkd.in/dufFq_7e --- #wealthadvisory #hni #investment #wealthmanagement

How often have you heard that women are risk-averse, or that they invest only in gold? In an age where women are increasingly coming to power, do these statements still hold value? On this International Women’s Day, Nita Shivdasani Bhambhani, Managing Director and Head, HERitage by Waterfield Advisors, writes about challenging three enduring myths about women’s investment behaviours. Swipe for key insights! Noting the progress women have made in male-dominated fields, Nita asserts there is still a long way to go, highlighting, “Financial institutions, venture capital firms and the entire industry at large must actively adapt to ensure that women’s financial power is recognized and integrated at every level.” Today, although women hold a third of the world’s wealth, the current wealth management ecosystem underserves women’s financial aspirations. HERitage by Waterfield Advisors was created to bridge this gap, offering solutions that meet the unique needs of women at every stage of their life. Read the entire article by Nita Shivdasani—link in comments. --- #womensday #womensday2025 #womeninfinance #investment

Stay on top of the most exclusive international boat shows, superyachts trade shows, prestigious car shows, and more, with the 2025 UHNW Events Calendar by Waterfield Advisors. Whether you're an avid collector, a discerning investor, or simply someone who appreciates the craftsmanship and innovation behind the world’s most luxurious cars, yachts, and marine vessels, this event calendar helps you stay ahead of the most sought-after events all across the globe. Navigate the year with precision and network with industry insiders at elite trade shows, and experience firsthand the pinnacle of luxury and performance. Explore the full calendar here: https://lnkd.in/dMtzYGkB #uhnw #luxury #collectors #events

‘Daan’—charitable giving—has played a foundational role in shaping India’s socio-cultural fabric for centuries. Over the past decade, philanthropy in India has evolved from traditional charity to a more strategic, structured approach, as reflected in the 10% CAGR growth in contributions, reaching INR 1.2 lakh crore in FY 2023. Wealth holders are stepping up to address pressing social challenges, yet philanthropy support remains fragmented, with funders often relying on informal networks instead of structured advisory services. The Building Blocks report by Dasra and P150 provides deep insights into India’s philanthropy support ecosystem, highlighting the growing role of family philanthropy, the need for structured advisory services, and the rise of collaborative giving models. Waterfield Advisors is the only wealth advisory in India that has contributed to the report, reinforcing our commitment to shaping the future of strategic philanthropy. Prabhir Correa, Director and Head, Philanthropy and Impact Advisory at Waterfield Advisors, shares his insights and analyses in the report, emphasizing the need to break silos and foster an open dialogue. Underscoring the importance of trust, transparency, and collaboration in philanthropy, Prabhir succinctly highlights, "This isn’t about competition; it’s about strengthening the ecosystem. When advisors and firms collaborate rather than undercut each other, the impact of philanthropy can grow exponentially." Ultimately, creating meaningful, large-scale impact in philanthropy hinges on a multi-faceted approach and robust, well-integrated support ecosystem. While clear frameworks, standardizing practices, and advisory services play a critical role in helping funders adopt strategic, high-impact giving models, their success depends on collaboration, knowledge-sharing, and systemic improvements. At Waterfield Advisors, our strategic approach to philanthropy ensures that wealth is committed to a clear social mission with measurable outcomes. Learn more about our Philanthropy and Impact Advisory. Link in comments. #philanthropy #impact #sustainability #socialimpact

We were honoured to host leaders from across industries in Chicago and present to them the India opportunity. The attendees had an insightful exchange of thoughts and ideas with Waterfield's subject matter experts, Shantanu Bhargava, on India's macroeconomics and public markets, Siddharth Jhunjhunwala, on India's private investments, and Prabhir Correa, on our philanthropic initiatives. Dr. Mukund Rajan, Chairperson, ECube Investment Advisors, gave a thought-provoking talk on ESG strategy. Here are some pictures from the lunch session! Chicago Council on Global Affairs | Soumya Rajan #event #pevc #leaders #community #indiaopportunity

Vipul Bhowar throws light on the continued FPI exodus from Indian markets. "Elevated valuations of Indian equities, alongside concerns about corporate earnings growth, have led to a sustained outflow of foreign portfolio investments (FPIs). The earnings reports for the third quarter of fiscal year 2025 have been modest, indicating an atmosphere of uncertainty. Revisions to forward earnings have struggled, with downgrades outpacing upgrades, particularly among companies outside the Nifty 50 index," says Vipul, Senior Director, Listed Investments, Waterfield Advisors. Check out the coverage on Hindu businessline Page 12. --- Disclaimer - https://lnkd.in/dEhsX_UG #fpi #stockmarket #investments businessline