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

We’re thrilled to announce that Soumya Rajan, Founder & CEO of Waterfield Advisors, is among Fortune India’s 100 Most Powerful Women in Business – 2025. This year, Fortune India featured 100 trailblazing women, acknowledging the growing influence of women across sectors — from business and policymaking to innovation and social impact. The move comes at a time when global conversations around diversity, equity, and inclusion are not just evolving, but taking centre stage. Soumya’s inclusion is a testament to her visionary leadership, her commitment to empowering India's HNIs and Family Offices with values-driven wealth management, and her role in shaping the future of the financial services industry with integrity and purpose. As the pioneer of fee-based advisory services in India, Soumya has redefined the way wealth is managed, placing transparency, client interest, and long-term stewardship at the heart of every financial decision. Congratulations to all the inspiring women leading change, breaking barriers, and redefining leadership in today’s world. Check out the complete list now! Link in comments. #mostpowerfulwomen #fortuneindia #womeninbusiness #soumyarajan

U.S. President Donald Trump’s announcement of sweeping tariffs stirred chaos, concerns, and conversations in the global markets. We caught up with Timothy Horsburgh, CFA, Director of Research and Portfolio Manager, Zephyr Management, L.P., New York, to get a global perspective on the factors that led to the US tariffs, how they could affect the world, and what investors should do. Check out the conversation with Samina Nalwala, Executive Director, Waterfield Advisors now! #tariffs #trump #usa #globalinvestments #investors

Grand slam-winning tennis players don't always make the most amazing shots. They hit the fewest terrible shots. Their success lies just as much in skill as it does in discipline. Real-life investment success mirrors this principle. Sometimes, more than chasing returns, avoiding critical mistakes can make or break our investment strategies. Today, we find ourselves amid a period of market volatility that will test investor discipline. In such times, it’s important to revisit core investing principles that center around long-term wealth creation and preserve our ability to make rational, forward-looking decisions. Here are 4 mistakes that investors should avoid in a bear market. Read the detailed article from our CIO's desk on our website. Link in comments. #bearmarket #investors #finance #investment #tariffs

The upcoming Mumbai chapter of Mint Horizons features Prashant Tandon, Executive Director, Listed Investments, Waterfield Advisors as a speaker. The event brings together senior professionals, wealth managers, and thought leaders from the investment space to explore one of the most critical financial themes of our time—global diversification. With Indian markets exhibiting signs of volatility and the rupee under pressure, more investors are looking to diversify their holdings beyond domestic assets. Curated by Neil Borate, Editor – Personal Finance at Mint, one of India's most trusted voices in business and financial journalism, this masterclass is designed to provide deep, actionable insights for Indian investors seeking international exposure. You can read more about the event here - https://lnkd.in/db5Dfqns #investment #diversification #globalmarkets

Markets rise and fall, but your peace of mind shouldn’t. If the past few weeks have taught us anything, it’s that market movements are unpredictable, and volatility is a given. In such moments, it's natural to feel uncertain. But it's also when clear thinking matters most. Coincidentally, today, we published Waterfield’s first-ever print advertisement on the front page of Mint. Launched at a time when financial headlines spark anxiety, our ad asks a powerful, timely question: “Does your wealth bring you peace of mind?” Through this question, we wanted to reflect in a way that deeply resonates with our values, and remind ourselves of what is important in times of frenzy. Peace of mind begins with the assurance that your wealth is in the right hands — guided with insight, empathy, and unwavering fiduciary responsibility. Ultimately, wealth without peace is incomplete. At Waterfield Advisors, we ensure it never has to be. To know more about who we are and what we do, spot our Ad in today's Mint and scan the QR code or head to the link in comments. #wealthadvisory #wealthmanagement #markets #newspaperad

April unfolds as a month of unparalleled experiences for discerning global connoisseurs. Elevate your horizons with exclusive gatherings, each thoughtfully curated to redefine extraordinary living. From pioneering innovations at the Gen-AI Summit in Bengaluru to the timeless prestige of The Masters Golf Tournament in Augusta, immerse yourself in moments where ambition seamlessly meets elegance. Witness adrenaline and sophisticated allure this month with a carefully-selected events. Explore the UHNW Event Calendar by Waterfield Advisors and craft a month as exceptional as your aspirations. Link in comments #luxury #uhni #events #fashion Inc42 Media The Masters Golf Company Formula 1 COACHELLA MUSIC FESTIVAL, LLC Palma International Boat Show

Soumya Rajan, our Founder & CEO, joined an inspiring line-up of speakers at the second edition of the Women in Agriculture Summit hosted by Godrej Agrovet Limited. Swipe for highlights! This landmark event served as a dynamic platform to explore the untapped potential of women in the agriculture and agri-business sectors — industries that are foundational to India’s growth story yet continue to face structural inequities. Speaking in the panel discussion on Stories of Leadership, Soumya shared reflections from her journey as an entrepreneur and changemaker, underscoring the importance of cross-sector collaboration in driving forward conversations around gender, policy, and inclusive growth. At Waterfield Advisors, we truly believe that meaningful transformation begins with inclusive dialogue and visionary leadership. We are proud to support and stand alongside those building a future where more women can lead, thrive, and transform the food and agri-business landscape. #agrobusiness #womenagrisummit #panelist #womeninleadership

What if the key to long-term investing isn’t complexity, but consistency (and a plate of Daal Chawal)? In the latest episode of Capital Conversations podcast, Radhika Gupta, MD & CEO of Edelweiss Mutual Fund, opens up about her Daal Chawal philosophy of investing and how it mirrors her journey as one of India’s most respected financial leaders. In a candid conversation with Samina Nalwala, Executive Director at Waterfield Advisors, Radhika shares how being a CEO has shaped her views on never saying no to new opportunities, the importance of emotional intelligence, and building inclusive workplaces. From navigating boardrooms as a young woman in finance to becoming one of the few female CEOs in the industry, Radhika opens up about navigating gender biases in the space and reflects on how young women often fear they must choose between building a career and starting a family—a fear that stems from the reality that women continue to shoulder the majority of responsibilities at home. In this podcast, Radhika goes far beyond financial strategy in this conversation—she offers a powerful lens on leadership, equity, and the mindset shifts needed to build a more balanced and inclusive future. Watch the podcast now. Link in the comments. Edelweiss Asset Management Limited #podcast #radhikagupta #edelweiss #waterfieldadvisors #investment #genderbias #leadership

Episode 2 of Capital Conversations featuring Radhika Gupta streams tomorrow! Watch the MD & CEO of Edelweiss Mutual Fund at her candid and insightful best. Radhika tells our host Samina Nalwala all about her investing philosophy, career growth, and how she manages her personal wealth. Stay tuned! P.S. Till then, watch the 1st episode of Capital Conversations with Saurabh Mukherjea, FRSA, Marcellus Investment Managers, if you haven't yet. Link in comments. Edelweiss Asset Management Limited #wealthmanagement #fundmanager #podcast #edelweiss