# Soumya Rajan: True wealth management goes beyond investments 2026-08-14T14:26:22+00:00 | Business & Economy | Indian Opinion Desk Corroboration: 1 independent outlet In an interview with Livemint, Waterfield Advisors founder Soumya Rajan said wealth management should not be reduced to investment returns. Her firm focuses on family governance, legacy stewardship, and long-term values. She stressed that asset allocation, not product chasing, drives portfolio performance. Rajan advocated global diversification through LRS and GIFT City, and exposure to alternatives like private credit and private equity. Despite FPI outflows, she is confident in India's structural growth, supported by monthly SIP flows exceeding $3 billion and rising demand from tier-two and tier-three cities. She also highlighted a tie-up with Zephyr Management for international strategies. ## Coverage - livemint.com Tags: GIFT City, LRS, Soumya Rajan, Waterfield Advisors Canonical: https://indianopinion.org/soumya-rajan-true-wealth-management-goes-beyond-investments/ License: Summary and commentary (c) Indian Opinion, reusable with attribution. Facts belong to the linked sources. Cite: https://indianopinion.org/soumya-rajan-true-wealth-management-goes-beyond-investments/#story-in-brief Review state: restored archive article, accurate at time of publication, not offered to search indexes.