AMFI Registered Mutual Fund Distributor
IRDA Certified Life and General Insurance Advisor
Certified Wealth Manager | Certified Financial Planner
NISM Certified Portfolio Manager
AMFI Registered Mutual Fund Distributor
IRDA Certified Life and General Insurance Advisor
Certified Wealth Manager | Certified Financial Planner
NISM Certified Portfolio Manager
Alternative Investment Funds (AIFs) are specialized investment vehicles that cater to sophisticated investors looking beyond traditional assets. These funds, regulated by SEBI, include categories such as venture capital, private equity, hedge funds, infrastructure funds, and special situation funds. We provide guidance on selecting AIFs that align with an investor’s risk appetite, return expectations, and investment timeline.
AIFs offer opportunities to invest in high-growth sectors, unlisted companies, and structured credit products, providing portfolio diversification and potentially higher returns.
We help investors navigate the complexities of AIF structures, including taxation, regulatory norms, and fund selection. Our insights ensure that clients make well-informed choices when accessing these exclusive investment opportunities.
With the increasing interest in private markets, AIFs have gained popularity among HNIs and institutional investors. Our services include due diligence, fund evaluation, and ongoing portfolio monitoring to optimize performance. By bridging the gap between investors and innovative asset classes, we help clients capitalize on alternative investment opportunities while ensuring risk mitigation and compliance with regulatory frameworks.
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
