Waterfield Advisors’ Post

HERitage by Waterfield Advisors hosted an insightful workshop in collaboration with YFLO Delhi, exclusively curated for women investors. Swipe for highlights! The session brought together an incredible community of women eager to learn, question, and grow their wealth. Led by Riddhiman Jain, CFA, our Head of Investment Strategy & Solutions, and Vipul Bhowar, our Head of Equities, the workshop explored how investors can structure portfolios across asset classes, identify opportunities in evolving markets, and build future-ready investments. Nita Shivdasani Bhambhani, our Head of HERitage, conducted case study exercises with participants to give them a hands-on experience in building an asset allocation mix in real-life scenarios. We were thrilled to see so many women investors join us, engage in thought-provoking discussions, and make the session truly interactive and inspiring. Thank you for making the event memorable! Saumya Lohia Agarwal | Aaradhana Dalmia | FICCI FLO