About

About Us

Cognizance Financials was setup in 2018 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 platforms 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.

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OUR TEAM
Team 1

MANAGING PARTNER

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We offer following specific solutions to our clients:

Services offered by us to help you in investing for your various stages of your life

Financial Planning
Business Consultancy
Investment Advisory
Product Destribution MF
Product Destribution FD