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
CP Wealth & Financial Services is spearheaded by CP Joshi —a multi-disciplinary strategist holding credentials as a Certified Financial Planner (CFP), Chartered Wealth Manager (CWM), alongside professional qualifications in Law and Company Secretaryship.
Institutional Pedigree & Corporate Mastery
Prior to establishing the firm, Mr. Joshi built a formidable career occupying senior leadership mandates across India’s corporate titans. His illustrious tenure includes executive and leadership positions at:
Since 2017, he pivoted from large-scale enterprise leadership to championing the SME ecosystem, architecting strategic business diversification, financial optimization, and structural expansion.
A Mission Forged in Resilience
While corporate success defined his early career, a deeply personal catalyst shaped his true life's work. Following a significant financial fraud experience in 2021, Mr. Joshi’s long-standing passion for financial empowerment crystallized into an uncompromising conviction.
This pivotal moment redefined his professional North Star: to insulate individuals, families, and institutions from financial vulnerability and guide them toward absolute security, transparency, and generational wealth preservation.
LinkedIn profile: linkedin.com/in/cp-joshi-acs-cwm-cfp-4797975
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
