Sonia WadhwanDealer - High Net Worth Individual's Desk
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
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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
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A series of Uttar Pradesh Government Guaranteed Bonds from maturities ranging from 2021 to 2028
