Contact
+ (91) - 9560 489 579 (Mobile)
Rajat Dhar, MIMA,CIPM(PMA)
[email protected] Managing Partner at Finogent Advisory
m New Delhi, Delhi, India
www.linkedin.com/in/rajatdhar1
(LinkedIn) Summary
www.finogentadvisory.com
(Company) Mr. Rajat Dhar is the Managing Partner of Cogent Advisory, which
is a leading private wealth management and advisory firm. With key
Top Skills expertise in financial planning and global wealth solutions.
Financial modeling
Financial Analysis The Cogent Advisory handles investments of HNIs and affluent
Sector Analysis Indians. It also is among a leading few in India for managing UK
based pension funds under QROPS.
Languages
English Mr. Dhar has nearly 6 years of work experience in the BFSI
segment. He has experience across Investment Management and
Certifications Global Markets. He also has considerable experience with regard to
CIPM Financial Planning and is one of the early practitioners of fee-based
Financial Modelling & Investment planning.
Banking
Mr. Dhar is well acquainted with Global Market trends and enabled
Honors-Awards
Cogent Advisory to have successful tie-ups with financial institutions
Sword Of Honor
of repute across the globe. He has been leading Cogent Advisory
since 2011. Mr. Dhar is closely assisted by Ms. Rohini Raina, Co-
Publications
founder, Cogent Advisory where she looks after Corporate Relations
Coal India IPO - In layman's terms
of the firm.
BeAware of [1st June 2013] :
Dividend Distribution Tax on Debt
Mutual Funds hiked to 25%, will Mr. Dhar is the member of AIMA (All India Management Association)
become Applicable. and is affliated with the Delhi Management Association of AIMA
Company Report : Idea Cellular
since Oct.' 2013.
Limited
Reduce Tax Outgo & Also Increase
returns by upto 2.5% On Debt Funds AIMA Invited Rajat Dhar to thier 58th Foundation Day & 8th National
Report_Market as on 15 July Management Day at Delhi, 21 Feb.'14. 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 ‘7th Annual Summit on Capital
Markets’, 2013, 11th Annual Conference on Commodity Futures
Market.
Page 1 of 4
CNBC TV18 invited him for Budget Conclave 2012, ‘Investor
Conclave 2013’ and also for ‘CNBC TV18 Budget 2013’, Investor
Camp 2014 and Financial Advisors Forum 2013 – 14.
He is also actively involved in guest lectures at institutions of repute,
like Amity School of Business and is regular visitor at the institute.
The leading national business dalies 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.
Experience
Finogent Advisory
Managing Partner
January 2016 - Present (4 years 6 months)
New Delhi Area, India
As 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.
Cogent Affiliate Network
Managing Partner & Head - Strategy
June 2014 - Present (6 years 1 month)
Identifying 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.
Cogent Advisory
Managing Partner
December 2011 - Present (8 years 7 months)
Page 2 of 4
•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...
HSBC
Wealth Manager - Advance
September 2010 - November 2011 (1 year 3 months)
Handling a total portfolio of INR 200Mn, with INR 40Mn in active FUM (Funds
Under Management), and rest in broking accounts and other asset classes.
IndusInd Bank
Relationship Manager - Wealth Services
December 2009 - September 2010 (10 months)
Investment Portfolio Management
HDFC Bank
Assistant Manager - Retail Branch Banking
July 2008 - November 2009 (1 year 5 months)
Involved in Retail Branch Banking operations.
Page 3 of 4
Education
University of Pune
B.E(I.T.), INFORMATION TECHNOLOGY · (2001 - 2005)
Indian Centre for Telecom & Management
PGDM, Marketing · (2006 - 2008)
Page 4 of 4
