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SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

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SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

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SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

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Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001

SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa

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WeWork Krishe Emerald – 03B104, Kondapur Main Road, Laxmi Cyber City, Whitefields, Kondapur, Hyderabad, Telangana 500081

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Waterfield Advisors appoints Subodh Kaistha as Managing Director of its HNI segment

ANNOUNCEMENT • PRESS RELEASE
Waterfield Newsroom
December 20, 2022

Mumbai, 20th December 2022: Waterfield Advisors, India’s largest multi-family office and wealth advisory firm, has announced the appointment of Subodh Kaistha as Managing Director to take charge of the firm’s HNI segment - Bespoke Wealth.

The firm’s Bespoke Wealth segment serves HNI clients having investable assets between INR 10 to INR 100 Crores. With the unprecedented wealth creation taking place in India, Bespoke Wealth is a strategically crucial segment for the firm and one that the firm believes will require holistic advisory services.

As MD of this segment, Subodh will be responsible for architecting the sales strategy, scaling the business to new levels, and overseeing the P&L of the business. Subodh brings a superlative understanding of the segment thanks to his experience of managing HNI clients through a 360-degree lens including investments, business lending and corporate finance.

Prior to joining Waterfield, Subodh has worked in organisations such as ICICI Securities Private Wealth and Citibank.

Reflecting on his appointment, Subodh said, “Waterfield Advisors has pioneered the concept of Advisory in the UHNI and Family Office space. It has worked relentlessly since 2011 to build a commendable advisory business and stuck to its DNA through all these years. This was a tough grind in the wealth management space which was dominated by the distribution model. I am very excited to join Waterfield Advisors at this juncture to steer the Bespoke segment. Having spent more than 16 years in wealth management, I feel the Bespoke segment (INR 10-100 Crores) should also have access to the advisory model. Waterfield, with its robust holistic solutions under the advisory umbrella, is well geared to fulfil this gap.”

“Typically, the INR 10-100 Crore segment has been served by banks, PMS houses, and distribution-led wealth managers. Leveraging our experience of serving UHNIs for more than a decade, we’ve come to understand that the HNI segment has the risk appetite and interest in venturing beyond traditional asset classes in their investment journey. We want to bring the entire spectrum of products and services to this evolving clientele and I’m confident that under Subodh’s leadership we will be able to scale this proposition to new heights”, said, Soumya Rajan, Founder and CEO, Waterfield Advisors.

Contact

Your legacy awaits



Topic of Enquiry*:


How did you discover Waterfield?







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Follow Us
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Offices
Mumbai
+91-22-66210700

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

Noida
+91-88-60824008

18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

Bengaluru
+91-80-67433089

815, 8th Floor, The Estate, Regus Business Centre, Dickenson Road, Bengaluru - 560042

SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Chennai
+91-44-66385532

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Kochi
+91-484-4148112

Centre A, 8th Floor, Alapatt Heritage Building, MG Road, Kochi - 682035

SEBI Office: 6th Floor, Finance Tower, Kaloor, Kochi - 682017

Goa
+91-99-23191607

Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001

SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa

Hyderabad
+91-98-21084780

WeWork Krishe Emerald – 03B104, Kondapur Main Road, Laxmi Cyber City, Whitefields, Kondapur, Hyderabad, Telangana 500081

Pune
+91-77580-42089

1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006