India-based multifamily office Waterfield has launched a wealth advisory platform for women called Heritage.
The platform aims to improve the relationship between high net worth (HNW) women and wealth.
Heritage by Waterfield is a first-of-its-kind, comprehensive wealth advisory service created specifically for female founders, entrepreneurs, heirs and senior business professionals to help women achieve their financial goals, Protect your assets so you can create yourself and your legacy. their family.
Through Heritage, women gain access to Waterfield advice across asset classes, portfolio managers and geographies, as well as access to financial literacy programs, workshops and women-only networking events.
Soumya Rajan, Founder and CEO of Waterfield, said: Women currently own about one-third of the world’s wealth. With her decade of experience advising HNWI women, she recognized the need to evolve the HNWI ecosystem to uniquely cater to this growing demographic.
“With our distinctive offerings, we aim to help women feel confident and secure in their wealth, advise them on their investment decisions, and build strong communities of wealthy women in the country. .”
Waterfield’s Head of Heritage, Nita Shivdasani, added:
“Having spent more than 25 years in the financial services industry, I have always aspired to address women’s empowerment through financial freedom. We can play an active role in closing the financial gap that will help women build financial independence and security for the future.”