Soumya Rajan - Waterfield Financial And Investment Advisors
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Soumya Rajan

Waterfield Financial and Investment Advisors

Wealth Advisory Firm

Service Location
Mumbai
Professional Licenses
SEBI RIA
#INA000001811
Fee Based Registered Financial Advisor
No commission-based products

This financial advisor operates on a fixed AUM or fee-only basis, ensuring their recommendations are aligned with your best interests.

Contact Information

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

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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