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
It is important that all the Assets and liabilities created by an individual get passed on the rightful beneficiaries post one leave this world forever.
Estate planning is crucial for ensuring your assets are distributed according to your wishes once you move away from this world. It helps minimize taxes, legal fees, and court costs, providing financial security for your loved ones.
By creating a will, trusts, and other legal documents, you can avoid family disputes and ensure that your beneficiaries are protected.
Overall, it provides peace of mind, knowing that your affairs are in order and your loved ones are taken care of.
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
