Mumbai, Aug 7, 2019
Sanctum Wealth Management (Sanctum Wealth) today announced the appointment of Yogesh Sodhani to its management team as Market Head for its southern region, based in Bengaluru. In this role, Mr. Sodhani will report to Sanctum Wealth’s CEO, Shiv Gupta.
Commenting on Mr. Sodhani’s appointment, Shiv Gupta said: “We are delighted to welcome Yogesh to the Sanctum family in this time of dramatic change. We are confident that the depth and breadth of his leadership experience in the region and his deep industry insights, will be immensely beneficial in the development of Sanctum’s Southern region and the franchise as a whole.
Commenting on his new role, Mr. Sodhani shared: “Sanctum has demonstrated the capability of offering an end-to-end wealth solutions platform whilst staying true to the bedrock principles of good wealth management. It is my pleasure to join the leadership team that is driving this outcome. The wealth management industry in India is undergoing a paradigm shift, thereby posing an array of opportunities sometimes disguised as challenges. I am keen to partner with Sanctum in its journey to transcend this dynamic environment and move it into the next phase of its evolution.”
Mr. Sodhani has over 20 years of experience, having worked across the financial services sector in wealth management, treasury management, and corporate finance. Over this time, he has held leadership positions in sales and advisory across firms including, Axis Bank, Morgan Stanley, and HDFC Bank. In his last assignment, Yogesh was the Head of the Advisory business in the South for Edelweiss Private Wealth Management.
He is a CFA charter holder with a Masters in Business Administration.
Registered Office: CoWrks, Level 3, Birla Centurion, Century Mill Compound, Pandurang Budhkar Marg, Worli, Mumbai - 400030 Contact number: +91 22 6288 6100 | CIN: U74140MH2015PTC264932
Registered Office:
CoWrks, Level 3,
Birla Centurion, Century Mill Compound,
Pandurang Budhkar Marg, Worli, Mumbai - 400030
Contact number: +91 22 6288 6100
| CIN: U74999MH2017PTC302008 |
Real Estate Regulatory Authority License no. (A51900011805)
For any grievance or disputes please contact us at the above address and phone number or send us an email to grievance@sanctumwealth.com. In case you are not satisfied with the response, you may contact the stock exchanges directly: (NSE) Tel: +91 22 2659 8190 / 1800 2200 58 (Toll free) or Email: atignse@nse.co.in; (BSE) Tel: +91 22 2272 809 or Email: is@bseindia.com.
Filing complaints on SCORES – Easy & Quick a. Register on SCORES portal b. Mandatory details for filing complaints on SCORES I. Name, PAN, Address, Mobile Number, E-mail ID c. Benefits: I. Effective communication II. Speedy redressal of the grievances
Trading and investments in Securities are subject to market risk, there is no assurance or guarantee of returns. Please read the PMS Disclosure Document, Risk Disclosure Document and Dos and Don’ts prescribed by the Exchanges and Mutual Fund Offer Documents carefully before investing
Attention Investors : No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No need to worry about the refund either, as the money remains in the investor’s account. Prevent Unauthorized Transactions in your demat and broking account −> Update your mobile numbers/email IDs with your stock brokers and depository participants. Receive information of your transactions directly from Exchange & NSDL on your mobile/email at the end of the day..... Issued in the interest of Investors. (Ref Circular No : NSE/INSP/27346, BSE/ 20140822-30, NSDL 2014/94/97 & 2015 / 104). KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.