C P C & Company (hereinafter referred to as ‘CPC’) was established in 2009 and has grown to meet the
challenges of the complex world of business and emerging technologies. We cater to the evolving
needs of the industry and our clients.
Families planning children's education or marriage
Individuals planning retirement
NRIs looking for investment planning in India
Our Investment & Wealth Advisory Services
We offer end-to-end financial advisory services, including:
1. Financial Goal Planning
Retirement Planning
Child Education Planning
Marriage Planning
Wealth Creation Strategy
Emergency Fund Planning
2. Investment Planning
Mutual Fund Advisory
Equity Investment Guidance
Fixed Income Investments
Bonds & Government Securities
SIP (Systematic Investment Plan)
Lump Sum Investment Planning
3. Tax-Efficient Investment Planning
Income Tax Saving Investments
Capital Gain Tax Planning
Portfolio Structuring for Tax Efficiency
Investment Planning under various provisions of the Income Tax Act
4. Wealth Management
Portfolio Review & Monitoring
Asset Allocation Strategy
Risk Assessment
Investment Performance Analysis
Periodic Wealth Review Reports
5. Business Owner Wealth Planning
Personal vs Business Wealth Structuring
Surplus Fund Management
Family Wealth Planning
Succession & Estate Planning
Our Investment & Wealth Advisors are financial experts who provide personalized investment strategy, financial planning, portfolio analysis, tax-efficient investment guidance and wealth management solutions on a part-time, retainer or project basis, helping individuals and businesses make informed financial decisions and achieve their long-term wealth creation goals.
