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
Your wealth should work as hard as you do. We design proactive, data-driven financial strategies that help individuals and businesses turn their life goals into structured realities.
We don’t believe in one-size-fits-all advice. Our process begins with a deep dive into your complete financial picture—assessing income, liabilities, assets, and risk tolerance. We analyze your current trajectory to identify growth opportunities and eliminate inefficiencies.
The Result? Total Financial Clarity.
Navigating today’s financial markets requires specialized expertise. As Certified Financial Planners (CFPs), we act as your personal "financial doctors"—diagnosing your current financial health and prescribing the exact strategies needed to secure your future.
Why Partner with Us?
As part of goal-based planning, we work with you to understand your overall financial objectives, agree on priorities, develop a tailored financial plan, and guide you throughout the journey.
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
