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
We bridge global Indian capital and corporate treasuries with specialized financial frameworks designed for tax efficiency, yield optimization, and workforce financial empowerment.
Whether expanding global footprint or optimizing enterprise liquidity, our solutions serve corporate boards, institutional treasuries, and Non-Resident Indians (NRIs):
Access tax-efficient offshore investment gateways, multi-currency assets, and IFSC-registered funds engineered specifically for NRIs and global institutional investors seeking seamless cross-border capital movement.
Custom-designed corporate workshops, executive financial coaching, and employee wellness initiatives that reduce workplace financial stress, increase employee retention, and build financial capability.
High-yield, AAA-rated corporate FD structures and short-to-medium-term liquidity solutions tailored for company treasuries, trusts, and surplus corporate funds to maximize yield while maintaining liquidity.
Frictionless cross-border portfolio advisory, FEMA-compliant repatriation frameworks, and dedicated tax-aligned wealth planning for the global Indian diaspora.
Why Partner With Us?
Corporate balance sheets and cross-border portfolios demand institutional rigor. We combine regulatory expertise, tax optimization strategies, and high-touch advisory to seamlessly align business capital and NRI wealth with growth objectives.
Let’s connect @ +919810149861 for a quick chat.
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
