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Offices

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

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

Level 5, No. 501, Prestige Garnet, 36, Ulsoor Road, Bengaluru – 560042

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

Chennai

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

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

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

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

Kolkata

916, PS Arcadia, Level 9, 4A, Camac Street, Kolkata 700016

Soumya Rajan of Waterfield Advisors on entrepreneurship , liberation and legacy

podcast • Investment Management
Soumya Rajan
11 January 2024 | 1 Hour

In an inspiring episode with Soumya Rajan, the founder and CEO of Waterfield Advisors, we delve deep into the narrative of betting on a pioneering idea in the Indian wealth management sector. Starting from a place of widespread skepticism, Soumya shares her journey of transforming Waterfield Advisors into India's leading multi-family office and wealth advisory firm. With an AUM exceeding 40,000 crores, her story is a testament to unwavering conviction and strategic foresight.

The episode unfolds with a reflection on Waterfield's early years, highlighting the challenges and uncertainties of introducing a new business model in wealth management. Despite facing doubts from peers, clients, family, and even herself, Soumya's resilience has steered Waterfield Advisors to unparalleled success over the past 12 years.

As we look to the future, Soumya outlines her ambitious vision for Waterfield Advisors' expansion, with immediate plans to establish a presence in Dubai and aspirations for further international growth. Drawing inspiration from the legacy of J.P. Morgan, she discusses the strategic imperatives for building an organization that endures and thrives across generations.

Key to Waterfield's sustainable growth strategy is its commitment to remaining a pure advisory firm, eschewing the lucrative distribution segment to avoid conflicts of interest and maintain client trust. Soumya argues that this principled stance, while potentially limiting short-term growth, will cement Waterfield's position as a trusted advisor in the long term.

The conversation also touches upon:

Embracing entrepreneurship with confidence and determination.

The evolution of leadership, including the importance of delegation and trust.

Leveraging artificial intelligence as a tool for enhancing service delivery and client engagement. Cultivating a disciplined and ritualistic approach to work. This episode is a must-listen for entrepreneurs, business leaders, and anyone interested in the dynamics of building a lasting legacy in the financial services industry. Soumya Rajan's insights offer valuable lessons on strategic decision-making, leadership, and the power of perseverance.

Tune in to gain a deeper understanding of how Waterfield Advisors is shaping the future of wealth management, guided by a vision that prioritizes long-term success over short-term gains.

From the Vault

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Contact Us

Your legacy awaits



Topic of Enquiry*:



How did you discover Waterfield?









arrow arrow
*Kindly note that this form does not operate as a job portal, and the HR Team will not receive information regarding your candidature
Follow Us
linkedin youtube twitter instagram
Follow Us
linkedin youtube twitter instagram
Offices

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

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

Level 5, No. 501, Prestige Garnet, 36, Ulsoor Road, Bengaluru – 560042

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

Chennai

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

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

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

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

Kolkata

916, PS Arcadia, Level 9, 4A, Camac Street, Kolkata 700016