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
At the forefront of financial excellence, we are a multi-certified advisory firm committed to delivering world-class wealth management solutions. Led by a Certified Financial Planner and Chartered Wealth Manager, our practice is built on integrity, precision, and a deep understanding of global financial dynamics.
We are proudly registered with AMFI as a Mutual Fund and Specialised Investment Fund (SIF) distributor, and recognized by the Government of India as a PFRDA/NPS Retirement Advisor. Our IRDA approvals span Life, Health, Motor, and Business Insurance, ensuring comprehensive risk protection for every stage of life.
As a NISM Certified Portfolio Manager, we craft investment strategies that align with your goals and risk profile. We also serve as a trusted franchise partner for Corporate Fixed Deposits, offering secure and high-yield options for institutional and individual investors. For our global clientele, we specialize in NRI investment solutions through India’s premier financial hub—GIFT City.
With a commitment to transparency, innovation, and personalized service, we empower clients to achieve financial freedom and legacy wealth with confidence.
"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"
“To positively impact the lives of our clients to achieve their financial goals and have peace of mind”
“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.”
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
