Waterfield Advisors announced three new appointments. Medha Ajgaonkar as Director – Family Office Services, Rohit Karkera as the Associate Director – Investment Solutions and Maulik Bagadia as Assistant Vice President in the Corporate Advisory team, says a press release issued by the company.
Medha is a veteran financial services professional having 25 years of experience, with over 9 years in Banking and the balance in the Non-Banking Financial Services space. In her previous role as Associate Director at Standard Chartered Private Banking, she advised UHNI Families on investments. Prior to that she worked with the Tata Group where she specialised in Corporate Finance and Corporate Wealth Advisory.
Rohit has over 9 years of experience in Investment Research and Product Recommendation. His last assignment was as a Senior Manager – Investment Research in Axis Bank as part of their Affluent Business. He will now be reporting to Munish Randev, CIO at Waterfield Advisors.
Maulik has over 8 years of experience in Corporate Advisory. His last stint was as AVP in Deutsche Bank, Corporate and Institutional Banking.
Speaking about the development, Soumya Rajan, Managing Director & CEO of Waterfield Advisors said, "We are excited to have Medha on board. She comes with vast experience in the financial services industry and has successfully managed wealth for many UHNW families and related corporates. With her extended experience in corporate finance & banking she will also be advising family offices on their overall wealth segregation and structuring.
“Both Maulik and Rohit come with domain expertise and will add value to Waterfield’s advisory proposition,” she adds.
Waterfield Advisors provides advisory services to entrepreneurs, UHNW Families, Trusts and Corporate Clients under two broad verticals including Family Office Services and Corporate Advisory Services.
