• Redefining Wealth for Women with Soumya Rajan

  • Nov 7 2024
  • Length: 43 mins
  • Podcast

Redefining Wealth for Women with Soumya Rajan

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  • Summary

  • Empowering Women with Financial Literacy and Independence

    In this inspiring episode of "Stree at the Table," we sit down with Soumya Rajan, the founder and CEO of Waterfield Advisors, one of India's largest independent multifamily offices and wealth advisory firms.

    With over 25 years of experience in private banking and wealth management, Soumya shares her journey from a mathematics graduate to a leader in the wealth management industry. She discusses the importance of financial literacy for women, the challenges she faced in creating a fee-based advisory model, and the significance of aligning interests between advisors and clients. Soumya also delves into the unique challenges women face in managing wealth and how her program, Heritage, aims to address these issues by fostering financial literacy and creating supportive networks for women.

    Tune in to gain valuable insights on women and wealth, entrepreneurship, and the evolving landscape of wealth management in India.
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