Yogesh Sodhani, Cfa (India)
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Yogesh Sodhani, Cfa (India) Email & Phone Number

Executive Director at Sanctum Wealth Management at Sanctum Wealth Management
Location: Bengaluru, Karnataka, India 8 work roles 3 schools
1 work email found @sanctumwealth.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Work email y****@sanctumwealth.com
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Current company
Sanctum Wealth Management
Role
Executive Director at Sanctum Wealth Management
Location
Bengaluru, Karnataka, India
Company size
90 employees

Who is Yogesh Sodhani, Cfa (India)? Overview

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Quick answer

Yogesh Sodhani, Cfa (India) is listed as Executive Director at Sanctum Wealth Management at Sanctum Wealth Management, a company with 90 employees, based in Bengaluru, Karnataka, India. AeroLeads shows a work email signal at sanctumwealth.com and a matched LinkedIn profile for Yogesh Sodhani, Cfa (India).

Yogesh Sodhani, Cfa (India) previously worked as Executive Director at Sanctum Wealth Management and Managing Partner : Global Wealth Management at Edelweiss Financial Services. Yogesh Sodhani, Cfa (India) holds Cfa, Finance from Cfa.

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Email format at Sanctum Wealth Management

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*@sanctumwealth.com
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AeroLeads found 1 current-domain work email signal for Yogesh Sodhani, Cfa (India). Compare company email patterns before reaching out.

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Profile bio

About Yogesh Sodhani, Cfa (India)

CFA & MBA . More than two decades of core finance experience both on Buy and Sell side. Major Functional areas covered have been Private Banking / Treasury Management (Forex / Interest Rates / Cash Management), Funding (Raising/Deployment), Corporate Finance (Business Finance/Strategy/Cost/Processes/Project Mgmt.) & Capital Markets. Have had the opportunity to be in leadership positions over the years which has given me exposure to manage teams, influence decisions, be a part of strategy/planning/process improvements/change management etc. Am passionate about formulating strategies, driving innovation and building execution teams for growth and success. I enjoy the process of setting up businesses and scaling them up.

Listed skills include Portfolio Management, Treasury Management, Banking, Team Management, and 32 others.

Current workplace

Yogesh Sodhani, Cfa (India)'s current company

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Sanctum Wealth Management
Sanctum Wealth Management
Executive Director at Sanctum Wealth Management
bombay, maharashtra, india
Website
sanctumwealth.com
Employees
90
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8 roles

Yogesh Sodhani, Cfa (India) work experience

A career timeline built from the work history available for this profile.

Executive Director

Current
Sanctum Wealth Management

Bengaluru Area, India

- Market Head: South: Private Banking

Aug 2019 - Present

Managing Partner : Global Wealth Management

Edelweiss Financial Services

Bengaluru Area, India

- Business Head - IFA (EAM) platform. - Head of Private Banking - Advisory Business for South Region

Jan 2018 - Aug 2019

Market Director–South, Private Banking & Nri Business

Axis Bank

Bangalore

- Responsible for setting up (Clients, Team, Infrastructure, processes, Linkages) the business across major cities in South India to establish the Private Banking business. - Identification/Sourcing of opportunities in Merchant Banking / funding (PE/Corporate lending/Debt Syndication) / M & A / Treasury Management space. - Part of the senior management.

Dec 2009 - Jan 2018

Vice President

Morgan Stanley

Bangalore

- Business Development - Private Banking solutions for Corporates & Ultra HNIs- Help corporate treasuries by providing solutions for both Funds deployment as well as raising- Provide Fixed Income solutions based on Interest rate outlook, investment horizon, their risk appetite and cash flow situation. Includes Bonds, CDs, FDs, Structured notes, MF etc..

Sep 2008 - Sep 2009

Dy V P & Regional Head - Treasury Advisory Group

Hdfc Bank

Bangalore

- Drove and managed the Karnataka desk for FX and interest rates products. - Customer profile consists of large Corporate, Emerging corporate. - Product Portfolio includes structured products for FX & Interest rates and Vanilla FX products. - Managed big leap in franchise vanilla FX business through mid-market & distribution channel.- Helped corporate.

Jun 2005 - Aug 2008

Senior Finance Analyst - Business Finance

Intel

Bangalore

- Stretegic long term planning- Budgeting & Planning. (Financial & Head Count) Influence core business decisions. - Managed Finance for Intel’s (South Asia) Sales & Marketing group.- Managed finance for Intel’s Infrastructure group ( Real Estate )- Influenced some of the key decisions in the overall country (India) plan for Intel.- Championed the controls.

May 2003 - Jun 2005

Manager - Treasury Accounting

Hewlett-Packard

Bangalore

- Managed the transition (to India) of a significant part of HPs global Treasury back office & accounting operations for HP worldwide.- Lead the HP-COMPAQ integrations project for operations which were carried out for India.- Worked with HP design center to define the cash in / cash control process. - Developed end to end process manual for treasury.

Feb 2002 - May 2003

Asst Manager - Corporate Treasury

Usha Martin Limited

Kolkata Area, India

- Established the centralized treasury as a profit center.- Was instrumental in framing the risk management policies & framework for the entire group.- Managed their International & Domestic treasury operations.- Responsibilities broadly included currency hedging, currency trading, cash management, funding, debt management, working capital management.

May 1999 - Feb 2002
Team & coworkers

Colleagues at Sanctum Wealth Management

Other employees you can reach at sanctumwealth.com. View company contacts for 90 employees →

JP Jyoti Prakash Jyoti Prakash Colleague at Sanctum Wealth ManagementDelhi, India, India View → PK Preeti Krishnani Preeti Krishnani Colleague at Sanctum Wealth ManagementMumbai, Maharashtra, India, India View → HS Harsh Shah Harsh Shah Colleague at Sanctum Wealth ManagementMumbai, Maharashtra, India, India View → PG Priyanka Gor Priyanka Gor Colleague at Sanctum Wealth ManagementMumbai, Maharashtra, India, India View → NJ Naman Jain Naman Jain Colleague at Sanctum Wealth ManagementDelhi, Delhi, India, India View → PS Prakash S Prakash S Colleague at Sanctum Wealth ManagementChennai, Tamil Nadu, India, India View → SM Sneha Makhija Sneha Makhija Colleague at Sanctum Wealth ManagementMumbai, Maharashtra, India, India View → SM Shashikant Malusare Shashikant Malusare Colleague at Sanctum Wealth ManagementWashim, India, India View → AY Alekh Yadav, Cfa, Frm Alekh Yadav, Cfa, Frm Colleague at Sanctum Wealth ManagementMumbai, Maharashtra, India, India View → KS Kishor Sardar Kishor Sardar Colleague at Sanctum Wealth ManagementMumbai, Maharashtra, India, India View →
3 education records

Yogesh Sodhani, Cfa (India) education

Cfa, Finance

Cfa

Mba, Finance

Ibs
FAQ

Frequently asked questions about Yogesh Sodhani, Cfa (India)

Quick answers generated from the profile data available on this page.

What company does Yogesh Sodhani, Cfa (India) work for?

Yogesh Sodhani, Cfa (India) works for Sanctum Wealth Management.

What is Yogesh Sodhani, Cfa (India)'s role at Sanctum Wealth Management?

Yogesh Sodhani, Cfa (India) is listed as Executive Director at Sanctum Wealth Management at Sanctum Wealth Management.

What is Yogesh Sodhani, Cfa (India)'s email address?

AeroLeads has found 1 work email signal at @sanctumwealth.com for Yogesh Sodhani, Cfa (India) at Sanctum Wealth Management.

Where is Yogesh Sodhani, Cfa (India) based?

Yogesh Sodhani, Cfa (India) is based in Bengaluru, Karnataka, India while working with Sanctum Wealth Management.

What companies has Yogesh Sodhani, Cfa (India) worked for?

Yogesh Sodhani, Cfa (India) has worked for Sanctum Wealth Management, Edelweiss Financial Services, Axis Bank, Morgan Stanley, and Hdfc Bank.

Who are Yogesh Sodhani, Cfa (India)'s colleagues at Sanctum Wealth Management?

Yogesh Sodhani, Cfa (India)'s colleagues at Sanctum Wealth Management include Jyoti Prakash, Preeti Krishnani, Harsh Shah, Priyanka Gor, and Naman Jain.

How can I contact Yogesh Sodhani, Cfa (India)?

You can use AeroLeads to view verified contact signals for Yogesh Sodhani, Cfa (India) at Sanctum Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Yogesh Sodhani, Cfa (India) attend?

Yogesh Sodhani, Cfa (India) holds Cfa, Finance from Cfa.

What skills is Yogesh Sodhani, Cfa (India) known for?

Yogesh Sodhani, Cfa (India) is listed with skills including Portfolio Management, Treasury Management, Banking, Team Management, Finance, Relationship Management, Capital Markets, and Private Banking.

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