Certified Financial Planner II Chartered Wealth Manager
AMFI registered Mutual fund and SIF distributor
Government approved (PFRDA/NPS) Retirement Advisor
IRDA Approved-Life, Health, Motor & Business Insurance Advisor
NISM Certified Portfolio Manager | Franchise for Corporate Fixed Deposit | NRI Investment – Gift city
Architecting Global Wealth. Securing Legacies.
At the intersection of global financial precision and bespoke private wealth management, we engineer resilient investment frameworks for discerning individuals, NRIs, and institutional clients worldwide.
Led by internationally credentialed strategists—including Chartered Wealth Managers and Certified Financial Planners —our practice operates on institutional governance, absolute transparency, and a multi-jurisdictional perspective.
A structured approach to managing finances and achieving short- and long-term financial goals.
Build greater financial awareness, discipline, and confidence for smarter money management.
Focus on systematic investments and long-term strategies designed to build and grow wealth.
Protect your financial interests and plan for a smooth transfer of wealth to future generations.
Financial solutions designed around the specialised requirements of businesses and NRIs.
Protecting businesses with comprehensive insurance and risk solutions.
"Partnering with CP Wealth & Financial Services has truly transformed my financial outlook. Their exceptional expertise and tailored strategies have enabled me to establish a robust financial plan that perfectly aligns with my long-term goals. I now feel more secure and confident about my financial future and wholeheartedly recommend their services to anyone aiming to gain control over their financial well-being"
"I was overwhelmed with managing my investments and planning for until I had discussion with CP Wealth & Financial Services team. I had known to CP Joshi, Founder of the company from last 20 plus years, he is known for his customer centricity, integrity & trust. They took the time to understand my unique situation and provided clear, actionable advice. Thanks to their complete guidance, I now have a diversified portfolio and a clear path to financial security."
"CP Joshi the founder of CP Wealth & Financial Services have known as a friend, colleague and a financial advisor for over two decades. His acumen and eye for details has always been seen as an asset to any team, he has been a part of. Always wish CP all the very best!! "
"I have known CP Joshi, founder of CP Wealth & Financial Services, for several years, and I can confidently say he embodies trust, integrity, and exceptional customer focus. Not only is he an excellent professional, but he is also a genuinely great human being. His honest and reliable approach to financial planning has been invaluable to me. He consistently offers thoughtful guidance tailored to my needs. His expertise and commitment to client success have significantly improved my financial outlook. I look forward to a fruitful association with him"
"I have come to know about CP Joshi, founder of CP Wealth & Financial Services, through a common friend whose portfolio is being managed by them for several years, our common friend is very happy with their trustworthiness, knowledge, integrity, Transparency and exceptional client focus approach. I learn more about their deep expertise, combined with a genuine commitment to client success, in every interaction I do with them "
"CP Joshi, has been an exceptional mentor and guide to my financial journey. As someone new to the financial world, I greatly benefited from his deep expertise, Professionalism, dedication, insightful advice, attention to detail, commitment to excellence and personalised approach is truly unmatched. His ability to simplify complex financial matters and provide clear guidance allowed me to make informed decisions with confidence, something I deeply value as a beginner in this field "
Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.
CP Wealth & Financial Services is a venture by its founder and promoter CP Joshi, a Certified Financial Planner, Chartered Wealth Manager, and a professionally qualified expert in Finance, Legal, and Company Secretary ship.He held senior positions in prominent corporations such as Larsen & Toubro Ltd, Hyundai Motors India Ltd, ANZ Grindlays Bank, Bharti Airtel, and my last assignment was as Senior Vice President at Vodafone India Ltd.
A-301, Kenwood Tower,
Charmwood Village, Suraj Kund Road,
Faridabad-121009
