Indian multifamily office and wealth advisory firm Waterfield has launched Heritage, a wealth advisory platform created specifically for women.
Launched on International Women’s Day, the new service is aimed at wealthy female entrepreneurs, heirs and senior business professionals.
Heritage by Waterfield helps clients achieve their financial goals, protect their assets and leave families with lasting financial legacies.
Soumya Rajan, Founder and CEO of Waterfield Advisors, said: With her decade of experience providing wealth advice to women, we recognized that we needed to evolve our wealth 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. .”
The service provides clients with access to Waterfield’s Portfolio Managers for unrivaled advice across asset classes and geographies.
A specially designed financial literacy program is also offered through the “How Wealth Works” workshops.
The company added that its newly launched wealth advisory platform will also help women entrepreneurs and business women raise venture capital.
Nita Shivdasani, Head of Heritage and Executive Director of Global Client Origination and Coverage, said: Through our three pillars of her legacy, we help women take the right steps towards financial well-being. ”