Waterfield Advisors Launches Discretionary Investment Services for UHNIs and HNI
Live MintWaterfield Financial and Investment Advisors, a portfolio manager registered with SEBI, has announced the launch of Discretionary Investment Services for India's UHNI and HNI investors.Waterfield Advisors is India's leading independent multi-family office and wealth advisory organisation. Soumya Rajan, the founder and CEO of Waterfield Advisors, said that," Waterfield Advisors, a wealth management firm, has developed a discretionary platform for HNIs and family offices who want to minimize their time commitment and involvement in portfolio decisions. He said that the platform "acts like an outsourced investment office" for clients, and that it "leverages meticulous agility in portfolio execution to minimize opportunity loss arising due to delayed action." The Discretionary platform will be headed by Shantanu Bhargava, Managing Director, Head of Discretionary Investment Services, Waterfield Advisors, an industry veteran with over 20 years of experience, along with his team of experts.
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