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
Wealth Creation: Strategic Capital Growth Across Asset Classes
True wealth creation is not about chasing short-term returns—it is the disciplined architecture of multi-asset strategies designed to compound capital, mitigate risk, and capture global growth opportunities.
We deliver bespoke wealth creation solutions tailored to your financial horizon, risk appetite, and liquidity needs across four distinct pillars:
Data-driven selection of equity, debt, and hybrid funds designed for long-term compounding, systematic liquidity management, and tax-efficient wealth accumulation.
High-conviction, professional equity strategies tailored for sophisticated investors seeking direct ownership of focused, high-growth stock portfolios.
Exclusive access to Category I, II, and III AIFs—including venture capital, private equity, structured debt, and hedge strategies—offering non-correlated alpha beyond traditional markets.
Seamless international diversification that unlocks global tech giants, foreign currencies, and emerging international markets to hedge domestic country risk and capture global economic expansion.
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.
Why Partner with Us?
With a wide range of financial products available, choosing those that align with your overall objectives is essential. We help you select and position the right products to achieve your financial goals.
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
