
Soumya Rajan
Soumya Rajan is Founder and CEO of Waterfield Advisors
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
Family office and HNIs can be significant investors for social enterprises with their patient and flexible capital. Here's a lowdown of reasons behind their hesitancy and what impact investing can bring to their portfolios
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
We are in the very early days of understanding crypto assets. It is an ever-evolving space and it is important for us to keep an open mind as this asset class develops
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
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
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
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