Soumya Rajan

Waterfield Financial and Investment Advisors

Wealth Advisory Firm

Service Location

Mumbai

Professional Licenses

SEBI RIA

#INA000001811

Fee Based Fiduciary Financial Advisor

No commission-based products

This financial advisor operates on a hybrid structure, offering professional advisory services for a fee, while often providing integrated execution services that may involve separate distribution arms.

Contact Information

Address

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

Website

https://waterfieldadvisors.com/

About Soumya Rajan

Waterfield Advisors is a leading financial planning firm and India's largest independent Multi-Family Office and Wealth Advisory company.

With a strong focus on providing comprehensive financial planning services, they assist clients in managing their wealth, addressing investment needs, and achieving their financial goals.

Founded by Soumya Rajan, a highly experienced professional in the financial services industry, Waterfield Advisors offers personalized advice on global investments, succession planning, family governance, business strategy, and philanthropy.

Their expertise, coupled with a track record of success and recognition in the industry, makes them a trusted partner for individuals and families seeking comprehensive financial planning solutions.

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