An intimate cohort to better understand the basics, benefits, best practices and secret sauce of smart investing led by Shantanu Bhargava, Head of Investment Advisory, Waterfield Advisors. 

– Get advice from Waterfield experts on the ground rules of investing, potential returns, diversification, risk management and the multiplicity of factors which should drive your behaviour.

– Discover asset allocation strategies that are no rocket science, just some fundamental guiding principles.  

About Waterfield Advisors: It is one of India’s largest multi-family office and wealth advisory firms, providing holistic advice on finances for HNIs and UHNIs. They advise on financial assets exceeding $4 billion for some of  the most iconic business families of India.

Imp Note: RSVPs will only be accepted through the form and confirmed on a first-come-first-serve basis. The capacity for our events/ experiences may vary and admission will be subject to company policy and discretion.

Date: Monday, May 15, 6 to 8 pm

Venue: Waterfield Office, 7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai