In the News Planning For Your Life’s First Liquidity EventFebruary 20, 2020 Better Capital Gains Tax Treatment Encouraged Greater Participation For Financial Assets: Soumya Rajan, Founder & CEO Of Waterfield AdvisorsJanuary 27, 2020 Rethinking Wealth Management For The Next DecadeJanuary 10, 2020 Understanding Generation X And Financial ServicesJanuary 2, 2020 Concentration risk does not reduce as the fund size gets larger: Waterfield studyDecember 30, 2019 Waterfield in $6 million Fund RaiseDecember 19, 2019 Zephyr, TVS Cap, Dalmia lead $6 million funding in WaterfieldDecember 19, 2019 Bharat Bond ETF: 10 things to know about India’s first corporate bond ETFDecember 18, 2019 Fintechs crucial in enabling financial inclusion and independenceNovember 28, 2019 Wealth management: Combining technology IQ with personal touch EQ key to servicing new-age clientsOctober 30, 2019
