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.
True wealth stewardship demands a mosaic of legal, tax, and financial acumen. Our ecosystem brings together an elite collective of Chartered Accountants, Company Secretaries, Corporate Lawyers, and CFPs, delivering a seamless, single-window family office experience.
experts in their respective fields to give our clients one stop solution in the area of Private wealth Management"
Authorized specialists in GIFT City (IFSC) structuring, enabling global Indians and international investors to execute USD-denominated investments, alternative funds, and global asset allocation with optimal tax efficiency.
NISM-Certified Portfolio Managers and AMFI-registered distributors for Mutual Funds and Specialized Investment Funds (SIF).
Government of India-recognized PFRDA / NPS Retirement Advisors crafting sustainable, long-term drawdown strategies.
IRDA-approved specialists spanning Life, Health, General, and Complex Business Risk Insurance.
Trusted franchise partners for high-grade Corporate Fixed Deposits, bonds, unlisted securities, balancing liquidity with predictable cash flows.
The Private Wealth Philosophy We do not merely manage portfolios; we engineer financial architecture. By aligning rigorous risk governance with innovative global opportunities—from onshore Indian markets to offshore structures via GIFT City—we empower you to transcend generations.
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
