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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

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Family Floater Or Individual Health Insurance Plan
March 3,2023
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What are Top-up Health Insurance Plans, and how can these be beneficial
April 1,2023
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Safeguard Your Future with Term Insurance: A Guide to Pure Risk Life Coverage
August 12,2023
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Navigating the Maze of Health Insurance: A Guide to Informed Decision-Making
January 25,2024
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From College Grad to Adulting: Your Guide to Getting Health Insurance
March 16,2024
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Why Millennials are Rethinking Health Insurance After the Pandemic
February 15,2025
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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-2028

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