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The Genesis

The seeds of Genesis of Finogent Advisory was set up way back in 2011, when Rajat Dhar - an HSBC banker and Rohini Raina - an Agency Manager at ICICI Prudential Life Insurance, decided to call it quits and set up at truly professionally managed Wealth Management firm; With the core philosophy of being a trusted friend and an advisor to the client.

Initially, the operations started in the name of Cogent Advisory, which in 2016 was consolidated under the name Finogent Advisory LLP. The firm strongly believes in the ethical practices and transparency with the full intention of keeping Client’s Interest’s ahead of its own and in doing so, building wealth for and relationships with clients.

The whole business is based on the core philosophy, of Trust & Professionalism, as is encapsulated in its Vision, Mission, and the Value Proposition and it's every member of the firm steadily follows the principle as laid by the founding members.

PWMS

Private Wealth Management Solutions.

GIMS

Global Investment Management Solutions.

SSS

Specialised Structured Services.

Our Blog

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Core Values & Principles

Mission

“To LEAD our CUSTOMERS to a higher & better quality of life, with more time with them to spend towards their professional & personal Goals; by managing & growing their wealth with TRUST, INTEGRITY & SERVICE EXCELLENCE and delivering with the comfort of trusted friend & Councillor”
.

Vision

“To be the GLOBAL LEADER in PREMIUM Wealth Management by having strong,
unshakable, deep-rooted
foundations in ETHICAL PRACTICES, TRUST, TRANSPARENCY & SERVICE EXCELLENCE”

.

Value

“For Corporate Firms & HNWIs, who need effective, professional & top-notch management of their wealth portfolio with compassion & earnestness of a TRUSTED FRIEND and a COUNSELLOR; FA LLP is a leading premium Wealth Management Firm, managing their assets across diverse asset classes in India & Overseas.”

About Partners

Mr Rajat Dhar

Managing Partner

Mr. Rajat Dhar is the Managing Partner of Finogent Advisory, which is a leading private wealth management and advisory firm. With key expertise in financial planning and global wealth solutions.

The Finogent Advisory handles investments of HNIs and affluent Indians. It also is among a leading few in India for managing UK based pension funds under QROPS.

Mr. Dhar has nearly 6 years of work experience in the BFSI segment.

Mrs. Rohini Raina

Head Corporate Relations

Rohini Raina is Co-Founder & Head Corporate Relations at Finogent  Advisory.  Finogent Advisory is a Premium Wealth Management & Advisory firm, based out of New Delhi.

At Finogent Advisory, she heads Risk Management and Corporate Relations at Global Level. A well-networked professional with expertise in handling key corporate and PR issues

She has been instrumental in the steady growth of the firm.

Timeline

  • Founded 2011
    Cogent Advisory. Started Mutual Fund Business
    2011
  • Setup Equity Trading Desk.
    Covered in Economic Times.
    2012
  • Set Up Global Mutual Fund Vertical.
    Covered in MINT
    2013
  • Set Up Real Estate & Corporate Investment Services.
    Covered in Adviser Perspectives, USA.
    2014
  • Set Up Alternative Investment Vertical.
    Covered in MagicBricks.
    2015
  • Rebranded As Finogent Advisory & Set Up Global Enquities Vertical.
    Featured as Expert in Economic Times.
    2016

Testimonials

Feel the vibe of our customers

Er. Ajnish Rana

Adam Winberg

Developing Officer

"I just wanted to say thank you for the time and energy you put in to making a financial plan for me. I am associated with them more than 3 years now, during this time I have seen the way they are managing my portfolio… it is awesome!!"

Nidhi Srivastav

Robert Caldini

Interface Designer

"It's been close to a year now when I first started using Finogentadvisory’s services. It's been a great experience for me as their representatives are truly professional who treat each and every customer as unique with unique needs. Thanks for the wonderful experience that I had and keep it up."

Ajeet Raj

Roy Steffen

Marketing Manager

"A few months ago, I was lost with my investments. I had no clue how I could efficiently organize all these and evaluate my priorities and monthly liabilities. Luck favored and I came across Finogentadvisory. Now I can just sit back and be rest assured that if I continue the investment plan I can achieve my goals. "

Our Great Clients

We serve our clients across continents and leading multinationals.