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Democratizing wealth management in India

Soumya Rajan

|

24 January 2023

Entrepreuners

UHNI

Wealth Management

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Soumya Rajan, founder and CEO of Waterfield Advisors, tells Euromoney why she created her own boutique private wealth firm in Mumbai a decade ago, what makes India such a tough market to crack, why listening to the client is key and how Waterfield is using technology to cut costs – a perennial challenge in private banking.

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