Rajat Dhar, Mima, Cipm(Pma), Mdrt - Court Of Table (Usa) Email and Phone Number
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Mr. Rajat Dhar is the Managing Partner of Finogent Advisory LLP, which is a leading Muti-Family Office, with key expertise in global wealth solutions.The Finogent Advisory LLP handles investments of UHNIs Indians in India & overseas. Mr. Dhar has nearly 15 years of work experience in the BFSI segment and UHNWI portfolio management. He has experience across Investment Management and Global Markets. He also has considerable experience with regard to Financial Planning and had been one of the early practitioners of fee-based planning.Mr. Dhar is a member of AIMA (All India Management Association) and is affiliated with the Delhi Management Association of AIMA since Oct.’ 2013.Mr. Dhar is also Director - Investments at INDIAN INVESTORS FEDERATION which is the Non - Profit Organization that develops collective thought- leadership to strengthen the investment & business ecosystem for Indians in India or abroad. Under this platform, we have been able to bring in Investors, Platform Providers & Funds together to create synergies in the Investment ecosystem. Mr. Dhar has channeled various investor meets and has enabled many platforms, funds & investors to benefit immensely from such engagement. Thus, Rajat Dhar has been instrumental in creating an engaging community of UHNWI and Fund Managers / CIOs creating a vibrant engagement platform and ecosystem. Over the years Rajat Dhar has been invited on various platforms such as AIMA, ASSOCHAM, and the likes and has been a part of numerous panel discussions. Mr. Dhar has been invited by ASSOCHAM at the ‘National Conference on QFI’s for deliberation on the same. He has also been invited at the ‘7th Annual Summit on Capital Markets’, 2013, 11th Annual Conference on Commodity Futures Market.He is also actively involved in guest lectures at institutions of repute, like Amity School of Business and is a regular visitor at the institute. The leading national business dailies like Mint, The Economic Times, etc. have covered the advisory of Mr. Dhar on topics ranging from complex investment products, financial planning to taxation and cash management.
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Managing PartnerFinogent AdvisoryDelhi, India -
Director (Investments)Indian Investors Federation Jan 2020 - PresentNew Delhi, Delhi, IndiaRajat Dhar, the Director at INDIAN INVESTOR FEDERATION is a veteran banker carrying with him over 13 years of banking and wealth management experience.At INDIAN INVESTOR FEDERATION, Rajat Dhar is the HEAD of INVESTMENTS and is responsible for the KNOWLEDGE, EXPERTISE, and dissemination of relevant information to the investor community. -
Managing PartnerFinogent Advisory Jan 2016 - PresentNew Delhi Area, IndiaAs the Principal Partner, Rajat is responsible for the envisioning the strategic vision of the firm; setting up structure to address the diverse needs of clients in the wealth management space. At Finogent, Rajat acts in the capacity of CEO and ensures that all departments adhere to the strategic Vision & Mission. -
Managing PartnerCogent Advisory Dec 2011 - PresentNew Delhi Area, India•Private Equity & Fund Raising : Spearheading Private Equity Fund Raising activities, & optimising the HNI, & institutionl networks to create funds. •Industry / Company Research & Pitch Books: Providing Research Services to Institutional Clients, HNI Investors. Covering a range of sectors & companies. •Financial Planning & Wealth Management: Heading "Financial Planning & Wealth Management" divsion. Involved in developing Service Portfolio & "VALUE ADDED" Services. SHNIs (Super-HNIs) having direct access to Managing Partner.•Risk Management - Corporate & Retail:Involved in providing Risk Management Services - Statutory / Internal Control / Quality Control, to host of clients. •Business Development:Is responsible for Business Development and has forged strategic "Affiliate Partnerships" with a couple of Management Consulting Firms.•Management Consulting:Providing "Business Restructuring Service" and "New Business Set UP" Services. Involved in Start-Up projects... -
Managing Partner & Head - StrategyCogent Affiliate Network Jun 2014 - Dec 2020New Delhi Area, IndiaIdentifying Indian and Global financial vendor partners and entering into collaborating arrangements with them. Setting up systems and processes, both in house and client end facing.Managing financial assets of UHNI and business houses, and developing business, both in India and overseas.Analysing the Indian and global product lines and restructuring the service package, so as to provide the best bouquet of services to the firm's clients. -
Wealth Manager - AdvanceHsbc Sep 2010 - Nov 2011New Delhi Area, IndiaHandling a total portfolio of INR 200Mn, with INR 40Mn in active FUM (Funds Under Management), and rest in broking accounts and other asset classes. -
Relationship Manager - Wealth ServicesIndusind Bank Dec 2009 - Sep 2010Investment Portfolio Management -
Assistant Manager - Retail Branch BankingHdfc Bank Jul 2008 - Nov 2009Involved in Retail Branch Banking operations.
Rajat Dhar, Mima, Cipm(Pma), Mdrt - Court Of Table (Usa) Skills
Rajat Dhar, Mima, Cipm(Pma), Mdrt - Court Of Table (Usa) Education Details
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University Of PuneInformation Technology -
Indian Centre For Telecom & ManagementMarketing
Frequently Asked Questions about Rajat Dhar, Mima, Cipm(Pma), Mdrt - Court Of Table (Usa)
What company does Rajat Dhar, Mima, Cipm(Pma), Mdrt - Court Of Table (Usa) work for?
Rajat Dhar, Mima, Cipm(Pma), Mdrt - Court Of Table (Usa) works for Finogent Advisory
What is Rajat Dhar, Mima, Cipm(Pma), Mdrt - Court Of Table (Usa)'s role at the current company?
Rajat Dhar, Mima, Cipm(Pma), Mdrt - Court Of Table (Usa)'s current role is Managing Partner.
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What schools did Rajat Dhar, Mima, Cipm(Pma), Mdrt - Court Of Table (Usa) attend?
Rajat Dhar, Mima, Cipm(Pma), Mdrt - Court Of Table (Usa) attended University Of Pune, Indian Centre For Telecom & Management.
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Rajat Dhar, Mima, Cipm(Pma), Mdrt - Court Of Table (Usa) has interest in Consulting, Reading, Teaching, Report Writing.
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Rajat Dhar, Mima, Cipm(Pma), Mdrt - Court Of Table (Usa) has skills like Portfolio Management, Financial Modeling, Private Equity, Investment Banking, Valuation, Strategy, Risk Management, Financial Analysis, Business Development, Mutual Funds, Financial Advisory, Debt Restructuring.
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