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Democratizing wealth management in India

Soumya Rajan

24 January 2023

Entrepreneurs

UHNI

Wealth Management

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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