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 to know the adequate Risk cover in terms of life and non-life area. Insurance is risk cover and it’s NOT an investment!
Risk coverage is one of the important aspect of personal financial management. Be it term insurance, ULIP in the area of life insurance and all other aspects of General insurance such as health and other assets risk coverage is extremely important for an individual.
We help our clients to choose the right product, value and risk coverage to minimise the risk associated with it.
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
