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AMFI Registered Mutual Fund Distributor
IRDA Certified Life and General Insurance Advisor
Certified Wealth Manager | Certified Financial Planner
NISM Certified Portfolio Manager

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SIP CALCULATOR Calculator
SIP Calculator
LUMPSUM Calculator
Lumpsum
retirement Calculator
Dream Retirement
child marraige Calculator
Grand Wedding
dream vacation Calculator
Dream Vacation
Education Calculator
Child Education
sip topup Calculator
SIP Topup
limited time Calculator
Limited Period SIP
life-insurance Calculator
Life Insurance Need
home loan Calculator
Home Loan vs SIP Calculator
EMI Calculator
EMI Calculator
Dream Car Calculator
Dream Car
cost of delay Calculator
Cost of Delay
Birthday Calculator
Birthday SIP
swp Calculator
SWP Calculator

About Us

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.

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A-301, Kenwood Tower,
Charmwood Village, Suraj Kund Road,
Faridabad-121009

Copyright © CP Wealth. All rights reserved.

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments.

AMFI Registered Mutual Fund Distributor – ARN-256537 | Date of initial registration – 09-Nov-2022 | Current validity of ARN – 31-Oct-2025

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