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
"Financial literacy is not a luxury; it's a necessity. The earlier we empower individuals with the knowledge to earn, save, and invest wisely, the greater their ability to build a secure financial future."
Raising awareness about financial literacy, particularly in the areas of earning, saving, and investing, is crucial. The earlier one begins to invest, the larger their financial corpus will grow over time.
Financial literacy programs and training are essential for equipping individuals with the knowledge and skills needed to manage their finances effectively.
These programs cover important topics such as budgeting, saving, investing, and understanding credit.
Such programs often include workshops, online courses, and personalized coaching sessions. They are designed to be accessible to people of all ages and backgrounds, from students to retirees.
Ultimately, financial literacy programs empower individuals to achieve financial stability and independence, reducing the risk of financial crises and improving overall economic well-being.
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
