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Director, Family Office Services at Waterfield Advisors Pvt. Ltd.
Director, Family Office Services · Waterfield Advisors
Medha Ajgaonkar — Director, Family Office Services · Waterfield Advisors · Mumbai, Maharashtra, India.
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About
Over 22 years of experience in the field of Financial Services, with 9 years in Banking and the balance in Non-Banking Financial Services. In her previous role, she advised Super High net worth and High Net worth Families, on Investment Opportunities and their Wealth planning. Before joining Private Banking, she specialised in Corporate Finance and Corporate Treasury Advisory, bringing in, the rich Financial experience and Values from her erstwhile organisation viz the Tata Group. Her expertise in Credit assessment and Corporate Finance from her erstwhile job families will continue to play an important role in a market like India. It will help her to partner the Ultra High Net worth Individual along with their Businesses and their Family for their Wealth Planning, Wealth Protection and Wealth Creation, translating into mutually meaningful, long term relationships.
On the personal front, Medha loves to travel and apart from almost all states in India she has travelled to over 25 countries, for the love of experiencing various cultures, food and places of interest. Medha is from the Commerce stream and has done her MMS– Finance, from Symbiosis Institute of Business Management, Pune.
Experience
Director, Family Office ServicesCurrent
Waterfield Advisors · Mumbai Area, India
Jun 2015 – Present
Family Office Services which include Advisory to Family managed businesses and Trusts, completely Independent, Impartial and Client focused, with an emphasis on analysis of all Risk parameters for arriving at the overall advisory plan for the Family. The scope would include the following – • Direct Investing • Alternative Assets • Co-ordinated Estate, Trust and Insurance planning • Accounting and Reporting • Philanthropy • Management of closely held business • Managing Intergenerational succession planning • Practical Education of the Younger generations
Associate Director - West, India