Cogent Advisory is a Premium Wealth Management & Advisory firm, specializing client investments across Globe. It is a niche Investment & Advisory firm catering to Ultra HNIs & Institutions.
The firm follows a fee based approach, with detailed financial planning carried out for its clients. This removes the conflict of interest. The Firm acts as the Portfolio Managers of its clients at the Global Level.
The Firm's International / Global Investment services enable its clients' portfolios to be diversified across geographies & currencies.
Having a strong affiliate partner network, across the globe, ensures that we get the best possible products and services available to our clients.
Firm employs state of art Verve Technology for portfolio management and is employs CRM on cloud services.
Firm offer 100% online investment & portfolio management (although offline modes are also available). This enables our Clients to access their portfolio from anywhere they are in the world.
Best in Class services are provided to clients which they can access from any where in the world.
Now, the firm has multiple contact points for its clients across 3 continents, covering cites : Queens, New York, U.S.A (NORTH AMERICA); London, U.K (EUROPE) ; New Delhi, India (ASIA).
Company Details
- Employees
- 5
- Founded
- -
- Address
- 4th Floor, Statesman House,, Barakhamba Road,connaught Place,united Kingdom
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- cogentadvisory.com
- Keywords
- Global Portfolio Management, Financial Planning & Wealth Management, Real Estate Portfolio Management, Tax Planning, Investment Portfolio Restructuring, Consulting & Advisory, Debt Restructuring.
- HQ
- New Delhi, Delhi
Cogent Advisory Questions
Cogent Advisory's website is cogentadvisory.com
Cogent Advisory's LinkedIn profile is https://www.linkedin.com/company/cogent-advisory
Cogent Advisory has
5 employees.
View email and phone details for 5
employees at Cogent Advisory.
Cogent Advisory's industry is
Investment Management
Cogent Advisory's categories are Investment Management
Cogent Advisory's founding year is 2011
