In this insightful conversation, Soumya Rajan, Founder and CEO of Waterfield Advisors, shares her remarkable journey from heading Standard Chartered's private banking to building India's first and largest independent multi-family office. With over 40,000 crores in assets under management, Soumya discusses how she transformed wealth management in India by prioritizing client interests and building trust. She provides valuable insights into family office frameworks, the evolution of private market investments, and the future of wealth management in India.
Join us as we explore the intricacies of family governance, succession planning, and investment strategies. Soumya shares personal lessons from her entrepreneurial journey, the importance of staying true to one's values, and her vision for creating lasting impact. From navigating family dynamics to building institutional frameworks, this conversation offers a masterclass in wealth management and leadership.
00:00 Introduction
01:28 About Soumya Rajan
02:30 Experiences that inspired Soumya to start Waterfield Advisors
05:51 Entrepreneurial Drive and Scaling Waterfield
09:03 Family's Reaction to Entrepreneurship
12:03 Overcoming Challenges in a New Market
16:31 Early Support from the Patni Family
21:07 Building Client Relationships
24:41 Traits of Successful Family Businesses vs. Founders
29:44 Framework for Setting Up a Family Office
38:37 Evolution of Family Offices in India
47:53 Participating in India's Growth
53:18 Challenges and Opportunities
1:01:22 Navigating Market Cycles
1:02:35 Expected Returns
1:08:08 Hardest Business Decision
1:10:58 Waterfield's Potential Recognized
1:16:20 Managing Family Dynamics
1:19:40 Personal Growth and Leadership Style
1:23:04 Overcoming Gender Bias
1:23:55 Ambition for Waterfield
1:24:28 Defining True Wealth
1:24:59 Rapid Fire
1:31:01 Closing Remarks
#FamilyOffice #WealthManagement #IndianStartups
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Welcome to The India Opportunity Podcast, hosted by Shrishti Sahu. This channel provides a front-row seat to the visionaries shaping India's future, unlocking the country's immense potential through engaging conversations and inspiring stories.
About the Channel:
Join us as we dive deep into the transformative journeys of entrepreneurs, investors, and innovators who are making a significant impact in various sectors. Each episode is designed to offer insights into the challenges and triumphs faced by those at the forefront of India's growth story. Our mission is to illuminate the paths taken by these trailblazers and to explore the opportunities that lie ahead for India.
About Shrishti Sahu:
Shrishti Sahu is a dynamic entrepreneur and the Managing Director of Swadharma Source Ventures (SSV). With a robust background in startups, private equity, and technology, Shrishti has led investments in over 40 companies. Prior to her role at SSV, she founded a fintech company and served at Meta (formerly Facebook), where she headed startup programs. Her passion for fostering innovation and supporting the next generation of leaders drives her commitment to showcasing the stories that define India's entrepreneurial landscape.
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