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.