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
Portfolio Management Services (PMS) are designed for high-net-worth individuals (HNIs) and institutional investors seeking personalized asset management. Unlike conventional investment avenues, PMS offers tailored strategies aligned with an investor’s specific objectives, risk tolerance, and market outlook. Our PMS solutions provide expert-driven, research-backed strategies that optimize returns while maintaining risk control through active management.
With professional fund managers at the helm, PMS allows for concentrated yet diversified portfolios, leveraging equity, debt, and structured products.
We help clients choose the right PMS provider based on their return expectations and investment philosophy, ensuring a strategy that suits their goals. Additionally, PMS provides transparency through detailed reports and performance reviews, enabling investors to track their wealth growth effectively.
Our advisory services assist in selecting discretionary or non-discretionary PMS models, depending on the investor’s preference for active involvement in decision-making. With an in-depth understanding of market trends and macroeconomic indicators, our approach ensures that investments are strategically placed to capitalize on emerging opportunities. By leveraging our expertise, investors can experience personalized wealth management with a focus on long-term wealth creation.
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
