As MD of this segment, Subodh will be responsible for architecting the sales strategy, scaling the business to new levels, and overseeing the P&L of the business. Subodh brings a superlative understanding of the segment thanks to his experience of managing HNI clients through a 360-degree lens including investments, business lending and corporate finance.
Prior to joining Waterfield, Subodh has worked in organisations such as ICICI Securities Private Wealth and Citibank.
Mr Kaistha said, “I am very excited to join Waterfield Advisors at this juncture to steer the Bespoke segment. Having spent more than 16 years in wealth management, I feel the Bespoke segment (Rs 10-100 crores) should also have access to the advisory model. Waterfield, with its robust holistic solutions under the advisory umbrella, is well geared to fulfil this gap.”
“Typically, the Rs 10-100 crore segment has been served by banks, PMS houses, and distribution-led wealth managers. Leveraging our experience of serving UHNIs for more than a decade, we’ve come to understand that the HNI segment has the risk appetite and interest in venturing beyond traditional asset classes in their investment journey. We want to bring the entire spectrum of products and services to this evolving clientele and I’m confident that under Subodh’s leadership we will be able to scale this proposition to new heights”, said Soumya Rajan, Founder and CEO, Waterfield Advisors.
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