Waterfield Advisors founder Soumya Rajan on how true wealth management transcends investment strategy
· livemint.com
In the latest episode of Let’s Mint Money, Waterfield Advisors founder and CEO Soumya Rajan discusses family governance, the importance of the right asset allocation conviction and navigating global market shifts.
Wealth management is often reduced to simply choosing the right financial products for a portfolio and tracking short-term returns. But, true advisory extends f...