Waterfield Advisors founder Soumya Rajan on how true wealth management transcends investment strategy
New Delhi, Aug. 14 -- Wealth management is often reduced to simply choosing the right financial products for a portfolio and tracking short-term returns. But, true advisory extends far deeper into family governance, legacy stewardship and long-term values. This core philosophy took centre stage in the latest episode of Let's Mint Money, brought to you by Waterfield Advisors and Mint, where Soumya Rajan, founder and CEO of Waterfield Advisors, spoke to Neil Borate, Editor-in-Chief of thefynprint, about the changing needs of wealth creators across India.
Rajan reflected on her personal journey from her early corporate banking days in Mumbai during the 1990s IPO boom to founding Waterfield Advisors in 2011. She spoke about how a wealth advi...
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