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
Financial literacy isn’t just about numbers; it’s about freedom. The ability to earn intentionally, save strategically, and invest wisely is the ultimate toolkit for a secure future.
We believe that time is your greatest financial asset. Our programs emphasize the critical importance of early investing, showing you exactly how to harness the power of compound growth to build substantial wealth. We strip away the jargon to deliver clear, actionable education on the pillars of personal finance: mastering your budget, optimizing your savings, investing with confidence, and leveraging credit safely.
Whether you are stepping into your first career or planning your retirement, our programs are designed to meet you where you are. We give you the clarity and the tools to bulletproof your finances, avoid costly mistakes, and achieve true financial independence.
Why Partner with Us?
We believe that limited personal finance education often prevents employees from understanding and achieving their financial goals. We partner with your organization to build financial awareness across your team, helping employees become more financially confident, engaged, and invested in the success of your business.
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
