Waterfield Advisors launches Heritage, a wealth advisory platform designed exclusively for women

On the special occasion of International Women’s Day, India’s largest multi-family office and wealth advisory firm, Waterfield has launched their much-anticipated wealth advisory platform for women called Heritage. Leveraging their decade-long experience of managing and servicing high-net-worth(HNW) and UHNW women on investment and non-investment needs, Waterfield has crafted an exclusive wealth advisory proposition with a singular focus on improving the relationship of HNW women with their wealth.

Heritage by Waterfield is a first-of-its-kind holistic wealth advisory service crafted exclusively for women founders, entrepreneurs, inheritors, and senior corporate professionals, empowering them to achieve their financial goals, protect their assets, and create a legacy for themselves and their families.

Through Heritage by Waterfield, women will be able to access Waterfield’s signature no-conflict advice across asset classes, portfolio managers, and geographic regions, enjoy curated financial literacy programs for themselves and their next generation through ‘How Wealth Works’ workshops, and to attend powerful women-only networking events.

Heritage also promises to focus on softer aspects of HNW women’s challenges such as fundraising for their businesses, education consulting for next-gen, creating impact through their philanthropic giving, and preferential access to events and concierge services. Heritage clients can also access Waterfield’s non-investment services in succession and estate planning, and family governance.

Thrilled to bring her long-standing vision to reality, Soumya Rajan, Founder & CEO, Waterfield Advisors, stated, “There is no debate that women are progressively growing into an economic powerhouse. Approximately one-third of the global wealth is now owned by women. With our decade-long experience advising women of wealth, we identified the need for the wealth management ecosystem to evolve and cater to this growing demographic uniquely. With our distinctive proposition, we aim to help women become more confident and comfortable with their wealth, advise them on their investment decisions, and build a strong community of women of wealth in the country.”

Nita Shivdasani, Head of Heritage and Executive Director - Global Client Origination and Coverage commented, “Heritage will be dedicated to providing financial empowerment for our next-gen women inheritors, entrepreneurs, and professionals through our advisory platform. Having spent over 25 years in the financial services industry, I always aspired to work toward women's empowerment through financial freedom. Through our 3 Heritage pillars, we would help women take the right steps toward their financial well-being. We can play a positive role in closing the financial asset gap that would help women build financial independence and security for their future.”