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Soumya Rajan on the Role of Wealth Advisors for Investors | Let’s Mint Money
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Global Investment

•  UHNI

•  Wealth Management

Soumya Rajan on the Role of Wealth Advisors for Investors | Let’s Mint Money

Soumya Rajan, Founder & CEO of Waterfield Advisors, discusses wealth management, asset allocation, global diversification and navigating turbulent markets

podcast •13 August 2026
Let’s Mint Money Ep 4 | Rudra Chatterjee on Modernising India’s Oldest Tea Legacy
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Entrepreneurs

UHNI

Wealth Management

Let’s Mint Money Ep 4 | Rudra Chatterjee on Modernising India’s Oldest Tea Legacy

A deep dive into Rudra Chatterjee’s journey transforming Luxmi Tea into a global brand.

podcast •08 December 2025
Let’s Mint Money Ep 3 | Amruda Nair on Creating Her Own Path in Hospitality
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Entrepreneurs

UHNI

Family Office

Wealth Management

Let’s Mint Money Ep 3 | Amruda Nair on Creating Her Own Path in Hospitality

A candid conversation with Amruda Nair on hospitality, wealth, and forging her own path.

podcast •08 December 2025
Let’s Mint Money Ep 2 | Inside Arihant Patni’s Business Playbook
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Entrepreneurs

HNI

UHNI

Family Office

Wealth Management

Let’s Mint Money Ep 2 | Inside Arihant Patni’s Business Playbook

Exploring Arihant Patni’s journey in start-up investing, his personal finance philosophy, and more.

podcast •06 December 2025
Let’s Mint Money Ep 1 | Manish Kejriwal on Money, Debt and Private Equity
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Entrepreneurs

UHNI

Wealth Management

Let’s Mint Money Ep 1 | Manish Kejriwal on Money, Debt and Private Equity

In the premiere episode of Let’s Mint Money, Manish Kejriwal discusses money, debt lessons, and private equity insights candidly.

podcast •06 December 2025
Capital Conversations Ch 2 – Ep 2 | Swarup Mohanty on Korean vs Indian investing mindsets
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Entrepreneurs

HNI

UHNI

Market Commentary

Wealth Management

Women in Finance

Capital Conversations Ch 2 – Ep 2 | Swarup Mohanty on Korean vs Indian investing mindsets

In this episode, Swarup Mohanty explores Korean influences, investor behaviour, and purposeful wealth creation.

podcast •05 December 2025
Capital Conversations Ch2. Ep 1 | Nilesh Shah on India’s response to AI, China & Tariffs
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Entrepreneurs

HNI

UHNI

Market Commentary

Technology

Wealth Management

Capital Conversations Ch2. Ep 1 | Nilesh Shah on India’s response to AI, China & Tariffs

A deep dive with Nilesh Shah on AI, asset allocation, opportunities for investors today, and more.

podcast •05 December 2025
Inside the Financial Playbooks of India’s Wealthiest Women
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Entrepreneurs

HNI

UHNI

Wealth Management

Private Banking

Women in Finance

Inside the Financial Playbooks of India’s Wealthiest Women

In this 500th episode special of Daybreak by The Ken, Soumya Rajan talks about financial empowerment for women.

podcast •12 August 2025
Capital Conversations – Episode 5 | Navneet Munot on the 3 mistakes stock market investors need to avoid
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Entrepreneurs

HNI

UHNI

Market Commentary

Wealth Management

Capital Conversations – Episode 5 | Navneet Munot on the 3 mistakes stock market investors need to avoid

In the fifth episode of our podcast ‘Capital Conversations’, Navneet Munot shares timeless lessons on resilience, discipline, and investing with purpose.

podcast •04 August 2025
Capital Conversations – Episode 4 | Aashish Sommaiyaa on Investing in Mutual Funds, PMS, and AIF
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Entrepreneurs

HNI

UHNI

Market Commentary

Wealth Management

Alternative Investments

Capital Conversations – Episode 4 | Aashish Sommaiyaa on Investing in Mutual Funds, PMS, and AIF

In the fourth episode of our podcast ‘Capital Conversations’, Aashish Sommaiyaa shares lessons on market cycles and building portfolios that consistently outperform.

podcast •04 August 2025
Capital Conversations – Episode 3 | Ravi Dharamshi on the Fundamentals of Public & Private Market Investing
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Entrepreneurs

HNI

UHNI

Market Commentary

Wealth Management

Alternative Investments

Capital Conversations – Episode 3 | Ravi Dharamshi on the Fundamentals of Public & Private Market Investing

In the third episode of our podcast ‘Capital Conversations’, Ravi Dharamshi shares lessons from two decades of navigating market cycles and mastering investor discipline.

podcast •04 August 2025
Capital Conversations – Episode 2 | Radhika Gupta on Career, Parenting & ‘Dal Chawal’ Investing
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Entrepreneurs

HNI

UHNI

Market Commentary

Wealth Management

Capital Conversations – Episode 2 | Radhika Gupta on Career, Parenting & ‘Dal Chawal’ Investing

In the second episode of our podcast ‘Capital Conversations’, Radhika Gupta on simple investing, leadership, and balancing career with life.

podcast •04 August 2025
Capital Conversations – Episode 1 | Understanding Markets & Learning from Mistakes with Saurabh Mukherjea
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Entrepreneurs

HNI

UHNI

Market Commentary

Wealth Management

Capital Conversations – Episode 1 | Understanding Markets & Learning from Mistakes with Saurabh Mukherjea

In this inaugural episode of our podcast Capital Conversations, Saurabh Mukherjea joins us to share lessons on investing, asset allocation, market opportunities, and more.

podcast •04 August 2025
Soumya Rajan of Waterfield Advisors on entrepreneurship, liberation and legacy
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Entrepreneurs

•  UHNI

•  Wealth Management

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

podcast •11 January 2024
Soumya Rajan of Waterfield Advisors on turning a 'sceptical' idea into a resilient business
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Entrepreneurs

UHNI

Wealth Management

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

podcast •21 December 2023
Democratizing wealth management in India
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Entrepreneurs

UHNI

Wealth Management

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.

podcast •24 January 2023
How can you earn returns and create a positive social and environmental impact through impact investing
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Entrepreneurs

UHNI

Philanthropy

Impact Investing

Wealth Management

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...

podcast •21 February 2022
Waterfield's Fund of Funds Special
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Entrepreneurs

HNI

UHNI

Wealth Management

Alternative Investments

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)'.

podcast •11 October 2021
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142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

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waterfield financial and investment advisors private limited

SEBI Registration No
INA000001811
CIN No
U74900MH2012PTC234921
PMS REGISTRATION NO
INP000007818

Waterfield Foundation

CIN NO
U85300MH2023NPL397067

Waterfield Sponsor LLP

LLPIN
ABZ-9314

WATERFIELD INTERNATIONAL IFSC PRIVATE LIMITED

CIN No
U66190GJ2023PTC146493
IFSCA Reg No
IFSCA/FME/II/2025-26/174

Complaint Redressal Officer

Ms. Sweeti Suthar

[email protected]

Complaint Redressal Appellate Officer

Biplab Bhattacharya

[email protected]

Contact No:
+91-22-66210700

Waterfield Fund Managers Private Limited

CIN No
U65990MH2020PTC340389
FOF I
IN/AIF2/21-22/0876 (Category 2 AIF)
Name of the Fund Manager
Waterfield Fund Managers Private Limited
FOF II
IN/AIF2/23-24/1275 (Category 2 AIF)
Name of the Fund Manager
Waterfield Fund Managers Private Limited
Co-PMS
INP000008288

waterfield advisors private limited

CIN No
U74120MH2011PTC220601

Status of complaints

Begining of the month: Nil

Received this month: Nil

Resolved during the month: Nil

Pending at the end of the month: Nil

Reason for pendency: N.A.

Principal Officer

Mr. Vivek Rajaraman
Non-Individual Investment Advisor

Mr. Arun Prakash
Non-Individual Investment Advisor (PMS)

[email protected]
+91-22-66210700

Compliance & Grievance Officer

Ms. Shilpa Dadhich

[email protected]

Investor Grievance

[email protected]

Contact No:
+91-22-66210700

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