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

  • RBI Monetary Policy Highlights

    On 5th Feb 2021, RBI Governor Mr. Shaktikanta Das announced the monetary policy after the MPC’s 3 day meet earlier this month. Here are the highlights of this announcement: The MPC unanimously voted to keep the following rates unchanged: Repo rate at 4%, Reverse Repo Rate at 3.35%, MSF and Bank rate at 4.25%. As

    February 5, 2021
  • 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

contact details

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

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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

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