Cogent Advisory

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).