Vaults by Waterfield Advisors | Insights into Reliable Investments

Navigating behavioural biases, market volatility, uncertainty while investing

A thought-provoking read on how to navigate the unpredictability and unknown unknowns of financial markets

17 October 2024 • Prashant Tandon

An Investor’s Guide to the 2024 US Presidential Election

With Vice President Kamala Harris and former President Donald Trump running neck and neck in the Presidential campaign, investors may turn to economic and stock-market trends for insight into potential election outcomes.

10 October 2024 • Prashant Tandon & Anusha Mazumder

article

India’s Richest 2024 - A Fortune India - Waterfield Advisors Ranking

A comprehensive study of the dollar billionaires of India who are transforming the nation's economy

05 September 2024 • Fortune India & Waterfield Advisors

article

Nominations open for Indian Family Business Awards Season 3

Nominate your family business now to the third season of the prestigious Indian Family Business Awards

21 June 2024 • Waterfield Advisors

article

2024 Indian Elections & Market Impact

We continue to believe that the dynamism of our economy and our unique position in the global economy will allow us to achieve good relative economic growth.

06 June 2024 • Shantanu Bhargava

article

Evaluating Fund Managers: The Don’t and Do’s

Why investors need to look beyond past performance while evaluating fund managers

08 May 2024 • Shantanu Bhargava

article

Wealth Beyond Tier-1: 3 fundamentals of Bharat’s small-city HNIs

3 distinct characteristics of India's tier-2,3 HNIs that enable better investing fundamentals

05 April 2024 • Sahil Grover

report

Women of Wealth | HERitage Survey Report

Read transformative findings from a focused survey of HNI Indian women about how they invest and manage their wealth

21 March 2024 • Waterfield Advisors

report

Unlocking Impact Capital - The Indian Family Office Edition

The Impact Investors Council ( is India's preeminent member based not for profit industry body set up to strengthen Impact Investing in the country

01 April 2024 • Waterfield Advisors

article

9 pillars of global investment diversification

9 key factors to consider when exploring global markets during turbulent geopolitical events

21 February 2024 • Nakul Beri

article

Insight into 25 Key Wealth Trends in India

A compilation of infographics that tap into a variety of wealth trends developing India.

02 February 2024 • Waterfield Advisors

podcast

Soumya Rajan of Waterfield Advisors on entrepreneurship, liberation and legacy

The Founder and CEO of Waterfield Advisors on the future of wealth management in India, what it takes to leave behind a legacy and what Waterfield is giving up for long term success

11 January 2024 • Soumya Rajan

article

Explore 2024’s most luxurious events with the UHNW Calendar

Browse, share, integrated into your calendar, and attend the most luxurious events of 2024.

05 January 2024 • Waterfield Advisors

podcast

Soumya Rajan of Waterfield Advisors on turning a 'sceptical' idea into a resilient business

The Founder and CEO of Waterfield Advisors on betting on a 'sceptical' idea, turning it into a resilient business and the future of wealth management in India

21 December 2023 • Soumya Rajan

article

The Six Decision-Making Frameworks used by Family Offices

The six key decision-making frameworks that family offices need to adopt to have robust wealth governance for their investments.

30 October 2023 • Soumya Rajan

article

Understanding the Discretionary Model of Wealth Management

Poor decision-making & poor execution on an ongoing basis details the process of compounding for investors. Read how Discretionary wealth management solves for that

04 October 2023 • Shantanu Bhargava

article

Navigating the climate complexity towards greener investments

You want to invest in protecting the planet. But the problem is multi-layered, and the process is complex. Learn how to see through the chaos as an impact investor.

04 October 2023 • Prabhir Correa

article

India's Dollar Billionaires - A Study by Fortune and Waterfield Advisors

The second edition of the Fortune India-Waterfield Advisors' study of India's richest — a definitive listing of the country's dollar billionaires — shows that the elite club is now equivalent to 25.39% of India's FY23 GDP of ₹273 lakh crore ($3.4 trillion).

05 September 2023 • Fortune India & Waterfield Advisors

article

Exploring the Four Distinct Family Office Structures

Find out which family office structure best meets your requirements.

11 July 2023 • Kartik Kini

article

Exploring the concept of Family Investment Funds (FIFs) in GIFT City

Exploring the first-of-its-kind concept of a Family Investment Fund (FIF) introduced in GIFT City which could boost family offices' global aspirations.

29 June 2023 • Nakul Beri

article

Navigating the Financial Aspects of Divorce: A Wealth Advisor's Role

Sound financial planning is crucial during the delicate and complicated process of divorce. Engaging with a wealth advisor can help navigate the situation better.

08 June 2023 • Nita Shivdasani

article

AI for Climate, Not Convenience; A Systems Thinking Approach to Sustainably Develop AI

A case to pause, reflect, and rethink about the advancement of AI from a climate-first perspective instead of convenience. And moreover, apply a systems thinking approach to minimise any counter intuitive event.

05 June 2023 • Kshitij Kumar Pandey

article

How do billionaires manage their vast wealth: A deep dive into the world of wealth advisory

Picture this. You and your spouse exited a multi-billion-dollar startup and are suddenly flush with $80 million. What do you do with the surplus funds?

20 April 2023 • Sahil Grover

article

The Rise of the Augmented Wealth Manager: How AI, Purpose and Human Expertise Will Redefine Wealth Management in 2030

How AI, Purpose and Human Expertise Will Redefine Wealth Management in 2030.

03 April 2023 • Soumya Rajan

article

Blue Philanthropy - The Need for Ocean-Focused Philanthropy

This World Water Day, we are emphasizing 4 ways how Indian philanthropists can significantly change the way ocean issues are tackled.

22 March 2023 • Prabhir Correa

podcast

Democratizing wealth management in India

Soumya Rajan, founder and CEO of Waterfield Advisors, shares her journey with Euromoney on founding her own boutique private wealth management and multi family office firm in Mumbai and why listening to the client is of key importance.

24 January 2023 • Soumya Rajan

article

2023 Event Calendar for the Ultra-Wealthy

Few acknowledge the power of networking and leverage their community as well as HNIs and UHNIs.

14 January 2023 • Kshitij Kumar Pandey

article

Family Office trends to watch out for in 2023

2022 was a difficult year for investors, with most asset types facing challenging conditions. Unfortunately, we do not foresee 2023 bringing any immediate respite.

13 January 2023 • Kshitij Kumar Pandey

article

5 Sustainability Trends that will shape human behavior For Earth in 2023

2022 has been a volatile year for the global sustainability movement. While COP27 laid the ground work for a historical loss and damage fund, the IPCC global climate report stated that the world would face unavoidable multiple climate hazards over the next two decades with global warming of 1.5°C (2.7°F).

11 January 2023 • Kshitij Kumar Pandey

article

The “Woke” Investor: The Next Generation of Millionaires and Impact Investing

Four essential focus areas for the new generation to create an impact focused investment portfolio

13 September 2022 • Prabhir Correa

article

A guide to Planning Sustainable Travel

Here is a comprehensive guide to planning sustainable travel! With this guide, you will be able to bring an environmentally conscious change at every step of planning your next trip. Also check out shoutouts to some impactful organizations leading from the front in enabling us to become better travelers.

27 September 2022 • Kshitij Kumar Pandey

article

India's Dollar Billionaires - A Study by Fortune and Waterfield Advisors

Who are the richest in India and what are they valued at? Fortune India and Waterfield Advisors come together to bring out the list of India's Richest - Fortune Waterfield Rich List

14 September 2022 • Fortune India & Waterfield Advisors

article

Why Smart Beta Funds could be the next frontier to get alpha

Smart-beta strategies are mechanical ways of assembling bundles of companies other than by their total stock-market value, as conventional index funds do. Compared to the Indian fund industry, where AUM of all smart-beta strategies is less than $1 billion put together as of August 2022, the popularity of Smart-beta funds is way higher with AUM of $1.3 trillion-plus in the global investing world.

11 September 2022 • Kunal Valia

article

Unplanned succession may lead to multiple issues in family & business

In an exclusive interview, Vishal Yeole of Waterfield Advisors talks about the need for estate planning in today’s world.

04 September 2022 • Vishal Yeole

video

Philanthropy - A Wealth Management Objective

Most people desire to give and do charity from time to time, but charity is not the same as philanthropy.

13 June 2022 • Prabhir Correa

article

Waterfield Advisors on how they approach impact investing

Waterfield Advisors is India’s largest multi-family office. Their founder and CEO Soumya Rajan leaned on decades of experience in private banking to create a next-generation MFO to provide high-touch services and guidance to families and HNWIs. Here, they discuss their approach to impact investing.

06 June 2022 • Soumya Rajan

article

Lip service and less support: Financial institutions in India have been unable to help women chalk out investment plans

The meaning of true wealth will differ for every woman. Wealth advisors should not just focus on monetary goals but also understand the emotional and psychological fulfilment of their women clients.

29 April 2022 • Soumya Rajan

article

How high net worth individuals need to navigate market volatility

Diversification neutralizes risk but avoids over-diversifying within an asset class

07 April 2022 • Nimish Shah

article

Journey of the mighty Federal Reserve from a dovish to hawkish position

Over the next two years, the median projection has been pegged at 2.8%, though this looks a little stretched given the expected slowdown in global growth.

17 March 2022 • Kunal Valia

podcast

How can you earn returns and create a positive social and environmental impact through impact investing

In this episode of Why Not Mint Money, Mint's Namrata Patel talks to Prabhir Correa, Waterfield Advisors...

21 February 2022 • Prabhir Correa

article

Why India’s growing tycoonery will need the skills of family offices?

With many aspects of their long-term planning tied to their investment portfolios, most families find that family offices represent the ideal structure for implementing a cohesive wealth management strategy.

11 February 2022 • Soumya Rajan

article

Budget 2022 – Blueprint for India’s Growth

The Budget dealt with specific areas of start-ups, related ecosystems, and digital economy with prudent focus.

07 February 2022 • Vishal Yeole

podcast

Waterfield's Fund of Funds Special

This week on PaisaVaisa, Host Anupam Gupta is joined by Rohan Paranjpey - Head - Alternative Investments, Waterfield Advisors where they discuss a very interesting product called 'Fund of Funds (FoF)'.

11 October 2021 • Rohan Paranjpey

article

You've divested your stake. Now make the money work for you. Here's how

A liquidity event is a life-changing event for a family. With the right professional advisors, it can be an opportunity to create a lasting legacy for the family and subsequent generations

28 September 2021 • Soumya Rajan

article

Distribution is storytelling; Advisory is walking the talk

Ralph Waldo Emerson had famously said, "Money often costs too much". While there may be several interpretations of this quote, a simple one is that time is the ultimate cost. As we adjust to the lockdown life and the surrounding uncertainty, many high net-worth individuals (HNIs) have seen chinks in their approach to wealth management. Whether the goal is to protect family wealth or to manage family assets, a tailored approach is the key to success. How then does one understand what's right for them? Is it wiser to opt for distributors who do not charge any upfront fee or is there merit in engaging with a seasoned advisor?

18 August 2021 • Sharad Mendon

article

Can Smart Beta investing prove to be better than active management?

The old adage “Time is money” no longer means what it used to.

04 July 2021 • Kunal Valia

article

LRS 101: An Introduction to Global Investing

Resident Indians can undertake global investments by investing in rupee-denominated international mutual funds or via the Liberalised...

12 July 2021 • Niyati Tanna

article

How CSR decisions get taken in India

A closer look at the complex internal CSR decision making processes at companies, and their impact on the social sector.

17 June 2021 • Anushree Parekh

article

Need: A govt women entrepreneurship fund to encourage female founders

If India has ambitions to be a leading super-power in the next few decades, increasing and encouraging women entrepreneurship is one agenda we cannot afford to ignore

04 June 2021 • Soumya Rajan

article

Environmental, Social and Governance Investing–A fad or here to stay?

Looking at ESG risks alongside financial metrics parameters could make us better prepared in the future for unforeseen risks, such as those we have experienced during the pandemic, and emerging risks like climate change

15 April 2021 • Soumya Rajan

article

Pay more attention to underlying growth of the economy rather than market capitalisation

In the long-term, the ability of India to consistently grow at above 7 percent per annum would largely influence the rise in market capitalisation.

30 May 2021 • Nimish Shah

article

Why wealth managers need to recognise the growing influence of women

Women are half the world’s population yet they remain very underserved by their wealth managers. Most wealth managers use a one-size fits-all approach and have not unlocked the full potential of this segment

01 March 2021 • Soumya Rajan

article

Budget should root for growth, ditch deficit concerns.

In light of the recession caused by Covid 19, the issue of growth versus fiscal discipline for framing the Budget 2021 will be the most debated one by the Government and Finance Ministry

27 January 2021 • Nimish Shah

video

Opportunities & Challenges for Wealth Practitioners in a Post COVID World

Marg Franklin, CFA President & CEO , CFA Institute with Soumya Rajan, Director

22 August 2020 • Soumya Rajan

video

Mutual Funds vs PMS : What to keep in mind before choosing one

Mutual Fund investors have been redeeming. Perhaps disillusioned by the moderation in returns in the last 3 years and also prompted by the rally in the equity markets.

07 December 2020 • Nimish Shah

article

Apply disciplined approach with cautious optimism for a better post-COVID investing experience

In the current markets where fixed income will give returns lower than inflation and equity valuations seem high, investment decisions are difficult to make.

07 December 2020 • Nimish Shah

article

Surviving a leadership transition

Succession planning in the social sector can be difficult, but it doesn’t have to be.

25 November 2020 • Prabhir Correa

article

Mr Market has a mind of its own and it often chooses to ignore who is on the throne

While the sentiments are positive, the fundamentals too look to be steadily improving. Manufacturing services and agriculture are showing signs of recovery.

12 November 2020 • Nimish Shah

article

Covid-19 will change the way we consume advice and invest in our future

What is now clear is that 'black swan' events which were considered to happen once-in-a-generation are now likely to be more frequent.My own generation has seen three big market meltdowns

30 October 2020 • Soumya Rajan

article

Demystifying the concept of Family Offices

Multi-family offices, on the other hand, provide the same services as a Single Family Office, but instead serve multiple families.

15 May 2020 • Soumya Rajan

video

Career Principles with Waterfield Advisors

As the founder of Waterfield Advisors, Soumya brings over 25 years of financial services experience. She has advised several of India’s leading business families on issues related to the success and continuity of their family enterprise.

18 September 2020 • Soumya Rajan

article

Steering Wealth Management Industry Through Digital Transformation In The Post Pandemic World

Technology adoption is no longer a matter of simply driving growth and product innovation, rather, it is about surviving the current crisis and even thriving under it.

25 September 2020 • Kartik Kini

article

RBI monetary policy outcome on Oct 9, MPC may keep repo rate unchanged as growth remains uncertain

With outlook towards inflation and growth remaining uncertain and with the fiscal constraints, the likelihood of reducing rates at this juncture is less probable

08 October 2020 • Nimish Shah

video

How to get the next gen to really think about philanthropy? | Dandekar Family

This Daan Utsav (Joy of Giving week), Waterfield Advisors brings to you immersive and insightful conversations between our Founder and CEO Soumya Rajan and Leena, Abha and Vivek Dandekar.

08 October 2020 • Soumya Rajan

video

What does the next generation think about philanthropy? | Forbes Family | DaanUtsav

This Daan Utsav (Joy of Giving week), Waterfield Advisors brings to you immersive and insightful conversations between our Founder and CEO Soumya Rajan and Rati and Riah Forbes.

09 October 2020 • Soumya Rajan

article

With accommodative stance, MPC leaves room for rate cuts after festival season

To aid and sustain the economic revival, various measures have been announced by the MPC while promising to maintain the accommodative stance for the current financial year and into the next year.

10 October 2020 • Nimish Shah

video

How to structure your philanthropic capital for long-term giving? | Dandekar Family

This Daan Utsav (Joy of Giving week), Waterfield Advisors brings to you immersive and insightful conversations between our Founder and CEO Soumya Rajan and Leena, Abha and Vivek Dandekar.

08 October 2020 • Soumya Rajan

article

Managing family businesses during Covid-19

Like any other business, a family business too should have governance in place to ensure that both its family and business strategies are taken care of.

23 September 2020 • Ruchi Sankhe

video

How can philanthropists with small budgets make a difference? | Forbes Family | DaanUtsav

This Daan Utsav (Joy of Giving week), Waterfield Advisors brings to you immersive and insightful conversations between our Founder and CEO Soumya Rajan and Rati and Riah Forbes.

08 October 2020 • Soumya Rajan

article

Budget 2021: 'Tax payers hope no new tax as covid cess is introduced'

'Budget should root for growth, ditch deficit concerns.'

27 January 2021 • Nimish Shah

article

Growth-driven Budget 2021 promises economic revival

Budget needs to be backed with consistent and surgical precision execution

03 February 2021 • Nimish Shah

article

Financially Independent Women Create An Evolved and Equitable Society

An empowered and independent woman means a financially strong and healthy family.

08 May 2020 • Sadaf Behbahany

article

Planning For Your Life’s First Liquidity Event

With proper planning, one can optimize tax liability, invest capital wisely to achieve defined goals, meet social and philanthropic goals and preserve the wealth to pass on to subsequent generations.

20 February 2020 • Ruchi Sankhe

article

Rethinking Wealth Management For The Next Decade

Wealth management firms will need to embrace technology and move to provide holistic, personalised advice that is in sync with evolving investment trends and investor needs.

09 January 2020 • Ruchi Sankhe

article

Understanding Generation X And Financial Services

Gen X grew up at a time of very significant social change. They were expected to contribute to the workforce in numbers totalling 65.8 million by 2018.

02 January 2020 • Soumya Rajan

article

Wealth management: Combining technology IQ with personal touch EQ key to servicing new-age clients

Firms needing to get the IQ and EQ balance right in the solutions that they provide

09 October 2019 • Soumya Rajan

video

Managing 70 family offices & building India’s largest independent wealth advisory firm |Soumya Rajan

Soumya Rajan shares her entrepreneurial journey at Tech Sparks 2020 by YourStory Media

26 October 2020 • Soumya Rajan

article

Uncover The Layers of Entrepreneurship

Soumya Rajan, Founder, Managing Director & CEO, Waterfield Advisors, decodes the Core, Inner Circle and Outer Ring of Entrepreneurship

30 September 2019 • Soumya Rajan

article

Giving trusted advice to family businesses

Soumya Rajan, Managing Director and Chief Executive Officer, Waterfield Advisors, tells Hubbis of the gaps in the Indian wealth management model that were the catalyst for her team to start Waterfield Advisors.

26 March 2018 • Soumya Rajan

article

Holistic conversations will drive better outcomes for clients

Soumya Rajan, Managing Director and Chief Executive Officer, Waterfield Advisors, tells Hubbis why the need for wealth management will never go away, but the nature of relationships between clients and wealth managers will have to change.

26 March 2018 • Soumya Rajan

video

Soumya Rajan shares her journey from Standard Chartered bank to Waterfield Advisor

India Today on the Inspiration behind Waterfield Advisors with Soumya Rajan, Founder & CEO.

04 July 2017 • Soumya Rajan

UHNW Event Calendar 2024

Your gateway to
top-drawer events across the globe

Browse, share, and add the most luxurious events of 2024 across the globe to your personal calendar.

Explore

Your legacy awaits

Navigating behavioural biases, market volatility, uncertainty while investing

An Investor’s Guide to the 2024 US Presidential Election

India’s Richest 2024 - A Fortune India - Waterfield Advisors Ranking

Nominations open for Indian Family Business Awards Season 3

2024 Indian Elections & Market Impact

Evaluating Fund Managers: The Don’t and Do’s

Wealth Beyond Tier-1: 3 fundamentals of Bharat’s small-city HNIs

Women of Wealth | HERitage Survey Report

Unlocking Impact Capital - The Indian Family Office Edition

9 pillars of global investment diversification

Insight into 25 Key Wealth Trends in India

Soumya Rajan of Waterfield Advisors on entrepreneurship, liberation and legacy

Explore 2024’s most luxurious events with the UHNW Calendar

Soumya Rajan of Waterfield Advisors on turning a 'sceptical' idea into a resilient business

The Six Decision-Making Frameworks used by Family Offices

Understanding the Discretionary Model of Wealth Management

Navigating the climate complexity towards greener investments

India's Dollar Billionaires - A Study by Fortune and Waterfield Advisors

Exploring the Four Distinct Family Office Structures

Exploring the concept of Family Investment Funds (FIFs) in GIFT City

Navigating the Financial Aspects of Divorce: A Wealth Advisor's Role

AI for Climate, Not Convenience; A Systems Thinking Approach to Sustainably Develop AI

How do billionaires manage their vast wealth: A deep dive into the world of wealth advisory

The Rise of the Augmented Wealth Manager: How AI, Purpose and Human Expertise Will Redefine Wealth Management in 2030

Blue Philanthropy - The Need for Ocean-Focused Philanthropy

Democratizing wealth management in India

2023 Event Calendar for the Ultra-Wealthy

Family Office trends to watch out for in 2023

5 Sustainability Trends that will shape human behavior For Earth in 2023

The “Woke” Investor: The Next Generation of Millionaires and Impact Investing

A guide to Planning Sustainable Travel

India's Dollar Billionaires - A Study by Fortune and Waterfield Advisors

Why Smart Beta Funds could be the next frontier to get alpha

Unplanned succession may lead to multiple issues in family & business

Philanthropy - A Wealth Management Objective

Waterfield Advisors on how they approach impact investing

Lip service and less support: Financial institutions in India have been unable to help women chalk out investment plans

How high net worth individuals need to navigate market volatility

Journey of the mighty Federal Reserve from a dovish to hawkish position

How can you earn returns and create a positive social and environmental impact through impact investing

Why India’s growing tycoonery will need the skills of family offices?

Budget 2022 – Blueprint for India’s Growth

Waterfield's Fund of Funds Special

You've divested your stake. Now make the money work for you. Here's how

Distribution is storytelling; Advisory is walking the talk

Can Smart Beta investing prove to be better than active management?

LRS 101: An Introduction to Global Investing

How CSR decisions get taken in India

Need: A govt women entrepreneurship fund to encourage female founders

Environmental, Social and Governance Investing–A fad or here to stay?

Pay more attention to underlying growth of the economy rather than market capitalisation

Why wealth managers need to recognise the growing influence of women

Budget should root for growth, ditch deficit concerns.

Opportunities & Challenges for Wealth Practitioners in a Post COVID World

Mutual Funds vs PMS : What to keep in mind before choosing one

Apply disciplined approach with cautious optimism for a better post-COVID investing experience

Surviving a leadership transition

Mr Market has a mind of its own and it often chooses to ignore who is on the throne

Covid-19 will change the way we consume advice and invest in our future

Demystifying the concept of Family Offices

Career Principles with Waterfield Advisors

Steering Wealth Management Industry Through Digital Transformation In The Post Pandemic World

RBI monetary policy outcome on Oct 9, MPC may keep repo rate unchanged as growth remains uncertain

How to get the next gen to really think about philanthropy? | Dandekar Family

What does the next generation think about philanthropy? | Forbes Family | DaanUtsav

With accommodative stance, MPC leaves room for rate cuts after festival season

How to structure your philanthropic capital for long-term giving? | Dandekar Family

Managing family businesses during Covid-19

How can philanthropists with small budgets make a difference? | Forbes Family | DaanUtsav

Budget 2021: 'Tax payers hope no new tax as covid cess is introduced'

Growth-driven Budget 2021 promises economic revival

Financially Independent Women Create An Evolved and Equitable Society

Planning For Your Life’s First Liquidity Event

Rethinking Wealth Management For The Next Decade

Understanding Generation X And Financial Services

Wealth management: Combining technology IQ with personal touch EQ key to servicing new-age clients

Managing 70 family offices & building India’s largest independent wealth advisory firm |Soumya Rajan

Uncover The Layers of Entrepreneurship

Giving trusted advice to family businesses

Your gateway to
top-drawer events across the globe