Partnering with Axis Securities

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

Partnering with Axis Securities

As an authorized partner of Axis Securities, I’m proud to offer you access to one of India’s most trusted financial platforms—backed by the strength of Axis Bank and designed to help you grow your wealth with confidence.

What I Offer Through Axis Securities

Through this partnership, I bring you a full suite of investment and financial solutions:

Equity & Derivatives Trading via Axis Direct
Mutual Funds & SIPs across top AMCs
Bonds, Fixed Income & Tax-saving Instruments
Portfolio Management Services (PMS) & Alternate Investment Funds (AIF)
Smallcase & Thematic Portfolios
Insurance & Loan Products
SLBM (Stock Lending & Borrowing)

Why Choose This Platform

Trusted Brand: Axis Bank’s legacy ensures reliability and transparency
Diverse Product Access: Over 20+ financial products under one roof
Seamless Experience: Digital onboarding, real-time tracking, and expert support
Personalized Advisory: I help tailor solutions to your goals—whether it’s retirement, tax planning, or wealth creation

About Us

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.

Our Links

Contact Us

+91 99999 55631

cp.joshi@cpwealth.in

A-301, Kenwood Tower,
Charmwood Village, Suraj Kund Road,
Faridabad-121009

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments.

AMFI Registered Mutual Fund Distributor – ARN-256537 | Date of initial registration – 09-Nov-2022 | Current validity of ARN – 31-Oct-2028