WEALTH
MANAGEMENT

BUILDING WEALTH IS THE PROCESS OF MANAGING RISK, NOT IGNORING IT.

Wealth Management

An experienced team to closely monitor client equity & other capital market investments.

Equity Research

Fund Management & Reporting – Every Month twice

Stock Market

Best-of-breed investment solutions from product providers in Equity, Fixed Income, Derivatives, Currency and Alternate Investment classes.

WHAT WE DO ?

COGNIZ capital was established in November 2012 by the founding members. Wealth management offers comprehensive advice and broad range of financial solutions to private, corporate and institutional clients.

Our service offerings are based on our advisory process, comprehensive investment policies . we aim to provide you right direction in paving path for wealth management.

FOR INDIVIDUALS

Never depend on single income, make investment to make second chance. Our main aim is to create a chance of investment in you and lead your way through success.we know what all are the responsibilities associated with wealth and we all strive to endorse the responsibilities.

  • Investment Planning : rather than proceeding with investment strategies, we usually prefer meetings at first to know who, how and what are you and advice you for your investment.
  • Income planning : after analyzing, we present you the comprehensive analysis of financial planning in order to accomplish your goals and needs without risk.
  • Tax service : We work with you to address all your tax needs and help you in maximizing your wealth reducing tax returns.
    • Tax planning
    • Tax return
  • Estate planning : To help you estimate the value of your estate, you’ll need to take into consideration:
    • Current income and likely future income
    • Life insurance
    • Annual expenses
    • Current assets and debts
    • Tax implications of federal transfer taxes

FOR BUSINESS

These days, nonprofits are facing particularly challenging times.
Donors are discerning, and have more options than ever before from which to choose. Nonprofits must compete with other organizations in their mission “space,” while the expense of running an effective nonprofit continues to rise.

  • Portfolio management
  • Investment analysis
  • Retirement planning