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Soumya Rajan: True wealth management goes beyond investments
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…
The Story in Brief
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.
The Indian Opinion
Wealth management often gets framed as a game for the ultra-rich chasing exotic returns. Rajan brings it back to basics: asset allocation, family governance, and staying the course. The real test is whether her call for disciplined diversification finds traction among India's growing middle-class investors. Watch if monthly SIP flows cross Rs 25,000 crore this year, that will show if small savers are heeding the same advice.
Source: livemint.com
This story was synthesised by AI from the source linked above.
