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
The National Pension System (NPS), regulated by the Pension Fund Regulatory and Development Authority (PFRDA), is a government-backed pension scheme designed to offer long-term retirement security. As a registered NPS advisor, we assist individuals in enrolling, managing contributions, and selecting the right pension fund managers based on their risk appetite and long-term goals. Our expertise ensures that clients maximize the benefits of NPS while enjoying the tax advantages under sections 80CCD(1), 80CCD(1B), and 80CCD(2) of the Income Tax Act.
NPS offers a structured and transparent way to build a retirement corpus, with the flexibility to choose between different asset classes, including equity, corporate bonds, and government securities.
We help clients understand the advantages of active and auto-choice investment options and provide guidance on how to balance growth and stability in their pension portfolio. With PFRDA’s oversight, NPS is a secure and cost-effective option for those planning their post-retirement financial independence.
Our advisory services go beyond just enrollment—we continuously monitor and optimize clients’ NPS portfolios to ensure they are aligned with evolving market conditions and their personal requirements. Whether you are a salaried employee, a self-employed professional, or a corporate entity looking for employee benefits, we help you make informed decisions to secure a stable and financially independent retirement.
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
