At CP Investment Services our clients find a diverse product basket that caters to their every financial need. Whether you’re a young professional looking to start your investment journey, an entrepreneur seeking better fund management, or a retiree planning your investments, we’ve got you covered.
With CP Investment Services, you’ll experience convenience, expertise, and a personalized touch all under one roof.
Mutual Fund
We have all the mutual fund schemes on offer by virtually all the AMCs in the country. As a client, you can access any scheme with us, either in physical mode or even in a demat /stock-exchange mode with Trading Account services Trading Account services.
Portfolio Management Services (PMS)
We offer PMS strategies with direct equity and mutual funds as the underlying products from the leading PMS providers in India. Our PMS strategies are exclusive in the market which can be subscribed through us.
Direct Equity
We also offer our clients with NJ E-Wealth A/c services through one of the India's leading & highly reputed distribution houses. With the same you will have easy access to capital market products of direct equity stocks and Exchange Traded Funds (ETFs).
Loan against Security
Loan Against Securities (LAS) scheme, allowing clients to access liquidity without liquidating their investments. Clients can tailor their loans to their specific needs and risk appetite.
Fixed Income
Fixed income is an investment approach focused on preservation of capital and income. It typically includes investments like government and corporate bonds, CDs and money market funds.It offer a steady stream of income with less risk than stocks.
Insurance
Experience quality risk advisory and management services with our insurance solutions. We offer the best of risk management advisory available in insurance.
