Cognizancewealth

WELCOME TO

COGNIZANCE FINANCIALS

Cognizance Financials was setup with the goal of providing independent and client centric wealth platform to offer personalized solutions to our clients. Where YOU are of utmost importance as “Client fit is Everything”. We wish to keep delivering to our clients personal relationship led services with direct access to our people and knowledge.

Although we are based in Jaipur but we believe that wealth management has crossed the boundaries of world. With best in class and highly developed technical infrastructure we are present everywhere for YOU, it provides us enough size and scale to deliver experience combined with expertise.

We offer financial management solutions to Residents, Non-residents and non-individuals. Our core wealth management services include portfolio management, broking services, loans management, and wealth planning.

Our independent platform gives you access to a wide range of products for investment which are well researched and customized solution for you. As independent wealth planners, we can work with you in a clear & transparent partnership and offer you objective, comprehensive advice.

We provide opportunities to our International Business clients through an extensive array of investment options in equity, debt, international funds, real estate, commodities or insurance that will strengthen their portfolio.

We are young platform but with over 15 years of experience in financial industry/wealth management.

Product & Services

Equity

In finance, equity is typically expressed as a market value, which may be materially higher or lower than the book value. The reason for this difference is that accounting statements are backward-looking

Fixed Income Products

Our widest open architecture investment platform coupled with broking capabilities allows us to offer wide range of fixed income solutions which fit your needs. Basis our research view on interest rates,

Structure Products

Structured products are pre-packaged investments that normally include assets linked to interest plus one or more derivatives. They are generally tied to an index or basket of securities, and are designed to

Insurance

Our open and independent architecture allows you to choose what fits you.We provide you the freedom to compare and choose between multiple available options provided by

Research and Advisory

Cognizance Wealth’s Research and Advisory Services (RAS) team’s ability is the intellectual foundation of Cognizance Wealth team and basis for many of its long term relationships.

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OUR CLIENTS

We provide a variety of audit, assurance, and consulting services focused on the investment industry to a diverse client base with Domestic and key financial markets around the world.

Our clients manage all types of strategies with a variety of client types, including institutional clients, high net worth individuals, charitable organizations, pension and profit sharing plans, retail investors, state or municipal government entities, mutual funds, private funds, insurance companies, and banking or thrift institutions.