Euromoney Podcasts

Wilson on Wealth – Soumya Rajan of Waterfield Advisors: Democratizing wealth management in India

January 23, 2023 Euromoney Season 1 Episode 1
Euromoney Podcasts
Wilson on Wealth – Soumya Rajan of Waterfield Advisors: Democratizing wealth management in India
Show Notes

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.