Why us?
Organization’s Profile
Cognoscente Fintech Pvt. Ltd. (CFPL), started in 2022 with the view to provide holistic ecosystem to client in stock market and with sole objective of develop a consistent approach for wealth creation for their clients by CA Bharat Malhotra along with Ms. Stutii Malhotra to venture in the Stock & Capital Markets. Their passion for the markets helped the company to grow to what we are today and withstand all the bears of the market and capitalize on the bulls. They have a combined experience of 10 + years in business. The passion to create wealth and extraordinary execution skills has helped CFPL not only to create wealth for its clients but also create a solid base of extremely satisfied clients. “Personalized service is the key for the success” is what we believe in.
CFPL is a proud authorised partner of Kotak Securities with a satisfied client base of 500 + clients in a short span of one year.
Our Mission
- To help our customers build sustainable wealth by providing them with access to smart and reliable investment platforms and information.
- To contribute significantly to financial literacy, which we believe must be the foundation of investment and trading decisions and actions.
- To constantly conceive and implement client-centric solutions which deliver the very best investment and trading options to our clients.
Our Vision
To contribute to investment inclusion across India through user-friendly, state-of-the-art digital technology & platforms, aided by robust information sharing, transparent processes and uncompromising risk management.
The Cognoscente Spirit
- It is the spirit of rising above one’s self that we have internalised at Ventura since our inception.
- This has been core to conceiving client centric solutions and delivering excellence to them.
- This rational drives our choice of technology & platform as well as networking strategy & risk management.
- It fuels our sharing of ideas with each other within Ventura and our approach to problem solving.
- Ventura lives with this spirit.
CFPL- Your Financial Planning Partners
Financial planning is a very important part of overall Investment Planning. Whenever we plan for investment, we need to have clarity on:
- The time horizon we can part our money for.
- The expected rate of Price rise- Inflation.
- Risk – Return characteristic of the products and types of Investment product.
- Asset allocation and portfolio restructuring based on the market sentiments and client goals.
- Risk taking is based on Risk Tolerance, Age, Goals and Time Horizon.
Financial Planning process involves 6 steps
Founder’s Profile
Mr. Bharat Malhotra
Founder
Mr. Bharat Malhotra is a Chartered Accountant (ICAI) of May’ 2011 Batch and NISM certified research analyst in equity and capital markets with rich corporate and entrepreneurial experience.
During his professional journey, he worked with companies like Bharti Airtel, LG electronics, HT Media to name a few. His experience of diversified entity has given him valuable learning in the field of Assurance, Risk Advisory, Due Diligence, IFRS Implementation, Corporate Accounting, equity and capital markets.. He also worked in Business Valuation and Stock valuation for listed entities.
Since 2008, Mr. Malhotra started trading actively in stock market and delved into derivative market for understanding various hedge-based strategies. He is not just an active trader during the period, but also developed various fundamental trading patterns and strategies to minimize risk for retail investors and strategic ways to earn return in a disciplined manner. he is passionately working in the field of finance to provide solutions for wealth creation and appropriate portfolio mix to the clients.
Ms. Stutii Malhotra brings with her sound knowledge on business finance and relevant experience in the field of Equity & Capital Markets.
She is GAFA (Globally Applied Financial Analysis) certified in addition to a certification in Financial Modelling and valuation.
At present, she has partnered with various top stock broking firms and running franchisee business model of Kotak Securities, Axis Securities, Aditya Billa & Kotak Securities.
She is passionately helping clients building profitable portfolio mix, depending on liquidity needs of the clients and providing appropriate hedge-based solutions in mitigating risk in existing portfolios.
Ms. Stutii Malhotra
Founder
Meet our team
Sankalp Arora
Branch Manager
Sankalp brings with him sound knowledge on Marketing and relevant experience in the field of digital marketing.
He is qualitied in the field of Mass Communication in Journalism. In the starting phase of his career, he worked with Samachar Plus news channel.
His keen interest in marketing, motivated him to gain experience with reputed companies like NDTV in the later stage of his career path. He worked and explored various aspects of digital marketing and made himself complacent enough.
His zeal to learn more and diversify his career experience, brings him to SBM Capital Securities. His quick learning abilities made him take on the new sector very swiftly.
His profound interest in marketing, be it digital or offline, and his passion to explore and learn more, makes him an ideal candidate to lead the Marketing vertical of SBM Capital Securities.
