Sonia WadhwanDealer - High Net Worth Individual's Desk

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areas of expertise
  • Negotiation
  • Client Relationships
  • Debt Market Research
  • Growth strategy
education
  • Certified Financial Planner
  • B.Com Graduate

– Executes security trades on behalf of UHNI clients based on fixed income investments.
– Draws from knowledge on specific markets to develop a trading strategy that responds to trends in the current market to enact trades on the sell side and the buy side.
– Maintain clients relationship with daily interactions and frequent visits.
– Monitor market trends and information to cope with the ongoing market conditions and guide the same to clients.

publications

  • Transfer Funds to ICCL

    Things to consider before closing a deal with a Bond Desk Ensure you have a Net Banking limit equal to the amount you wish to invest in Bonds Add Beneficiary Beneficiary Name: Indian Clearing Corporation LimitedBeneficiary Account Number: 8715962Beneficiary Account Type: Current AccountBank Name: Reserve Bank of IndiaBranch: Fort, MumbaiIFSC Code: ICLL0000001 Please use the

    August 4, 2020
  • Weather the storm: Tips to handle your finances

    No one anticipates these times. We are all in it together! We want to reach out with some perspective and guidance on your personal finances. Don’t let stress short-circuit your decisions Stress often leads us to feel very action-oriented. We skip over the thinking and feeling and get right to doing. We encourage you, as

    August 4, 2020
  • Trading Holidays for Year 2020

    List of Trading Holidays for Calendar Year 2020 – Indian Debt Market

    April 13, 2020

contact details

26048050
5, Prabhat Kunj, 24th Road, Khar West, Mumbai

Social Profiles

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    how can we help you?

    Contact us at the SMEST office nearest to you or submit a business inquiry online.

    A series of Uttar Pradesh Government Guaranteed Bonds from maturities ranging from 2021 to 2028

    10.15% UPPCL 2028
    INE540P07350, Face Value INR 1,000,000.00

    Looking for a First-Class Business Plan Consultant?