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
True financial stewardship isn't just about accumulating wealth—it is the disciplined insulation of your capital against systemic shocks and the seamless transition of your legacy to the next generation.
We engineer tailored risk and succession strategies designed to fortify your balance sheet today while preserving your multi-generational wealth tomorrow:
Comprehensive capital defense strategies—spanning specialized life, health, keyman, and asset protection structures—engineered to shield your family and business from unforeseen liquidity shocks and liability exposure.
Airtight legal frameworks, including Wills, Private Family Trusts, and corporate succession protocols, designed to ensure your assets are protected from probate delays, tax friction, and family disputes.
Proactive, compliant tax structuring aligned with your investment and estate framework to minimize capital gains exposure, optimize income flow, and preserve maximum capital during generational transfer.
Why Partner With Us?
Wealth preservation requires clinical foresight. We bridge the intersection of legal structure, tax efficiency, and risk insurance to ensure that what took a lifetime to build is protected, preserved, and passed on according to your exact vision.
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
