Company Profile

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

Company Profile

"We are Certified Mutual fund distributor recognized by AMFI, IRDAI Certified Risk advisor for Life and General Insurance & Certified Financial Planner by FPSB and Certified Wealth Manager.

We provide private wealth expertise dedicated to empower our clients to achieve financial goals. With a foundation built on integrity, expertise, and personalized service, we guide our clients through every financial decision, ensuring their wealth grows sustainably and securely. Our commitment is to transform financial aspirations into reality, providing peace of mind and a legacy of financial well-being for generations to come.”

"Our team consists of Certified Financial Planners, Company Secretaries, Chartered Accountants, Lawyers and Independent financial advisors, experts in their respective fields to give our clients one stop solution in the area of Private wealth Management"

Mission

“To positively impact the lives of our clients to achieve their financial goals and have peace of mind”

Vision

“To be the leading personal finance firm recognized for our integrity, expertise, and dedication to client success. We aspire to create a legacy of financial well-being for our clients and their future generations, while contributing positively to the communities we serve.”

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.

Our Links

Contact Us

+91 99999 55631

cp.joshi@cpwealth.in

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

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