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Waterfield Advisors | Why We Exist
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13 years ago, Soumya Rajan saw a gap between genuine client interests and the wealth management services available.
Realising the dearth of client-centric wealth advisory in India, she set out to create an institution with an unwavering focus on clients and their financial needs. And so, Soumya founded Waterfield Advisors in 2011 with an excel sheet, a sincere dream, and one goal: to offer holistic wealth advisory services that truly align with the interests of the client.
Today, as Waterfield Advisors turns 13, it feels timely to reiterate our values, mission, and the reason for our existence. This Waterfield Day, we present a glimpse into the ideas that make us who we are.
Behind the 13-year story of Waterfield are the unique journeys, dreams, and ambitions of our clients, shaping their financial needs. Their story is at the heart of everything we do.
#wealthmanagement #wealthadvisory #india #financialplanning #finance #assetmanagement #financialadvisor #familyoffice #investmentstrategy #investing #investment #waterfieldadvisors #anniversary
Realising the dearth of client-centric wealth advisory in India, she set out to create an institution with an unwavering focus on clients and their financial needs. And so, Soumya founded Waterfield Advisors in 2011 with an excel sheet, a sincere dream, and one goal: to offer holistic wealth advisory services that truly align with the interests of the client.
Today, as Waterfield Advisors turns 13, it feels timely to reiterate our values, mission, and the reason for our existence. This Waterfield Day, we present a glimpse into the ideas that make us who we are.
Behind the 13-year story of Waterfield are the unique journeys, dreams, and ambitions of our clients, shaping their financial needs. Their story is at the heart of everything we do.
#wealthmanagement #wealthadvisory #india #financialplanning #finance #assetmanagement #financialadvisor #familyoffice #investmentstrategy #investing #investment #waterfieldadvisors #anniversary
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