At cProfit Wealth Management, we develop a connection with our clients that extends far beyond financial Planning services, so we are selective about who we choose to bring into our client community. Over the years, we've found that our best clients have the following attributes:

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• Value professional advice.
• Take action on our advice.
• Appreciate simplicity.
• Understand that relationships are built on a foundation of honesty and trust.
• Have reached that point of financial complexity that allows us to add value which far exceeds the fees they pay In return, we will act in our client's best interest at all times. With honesty and integrity, we aim to be a sounding board for all of their financial life matters.

The requirements of our High Net worth Individuals are far and way beyond the needs of a regular retail investor. Apart from the usual investment offerings, CProfit manages their assets by providing structured products, Special PMS which are hardly known in Debt or equity or in real estate although with proven track records, Alternate investments be it in Real Estate-Residential-Commercial-Managed office spaces, Equity or Debt, Startup businesses, simplifying a complex Estate plan, etc.

We offer a convenient and hassle-free way of investing to NRIs who wish to participate in the Indian growth story. We guide our NRI clients at every step of their investment needs so that they have complete peace of mind about their investments in India. Our capability to analyse relevant information in market trends, and the best-in-class investment products plays an important role in assisting our NRI clients in making the right decision. Our experience of capital markets & retail financial services makes us a reliable NRI investment solutions company. Our products, services and technology helps facilitate an excellent investment experience. Our core competency lies in Mutual und advisory,Unique Equity products advisory & Reality Services for our NRI Clients. We follow Need based advisory model after assessing the risk profile and investment objective.

We advise the Institutions and Corporates on their investments be it a fixed income Portfolio Management ,Mutual fund Portfolio Advisory, Equity or Alternate investment guidance, Employer Employee benefit plan advisory or a combo of all and much more. It’s needless to say that we have transactional relationship with almost all of the currently licensed insurers both Life as well as Non-life and have a “Preferred Advisor” status with many of these companies. As such we can guide you on Employee Benefit Solutions, like Group products be it Mediclaim, Gratuity , Superannuation, Leave Encashment, EDLI and Group Term Insurance to corporates and Institutions across the country. We can provide end to end solution. The services include:

• Fund Management Services.
• Assistance in filing and follow up for CIT approval.
• Drafting of Trust Deed & Rules as per IT norms.
• Liability & Retirement Profiling.
• Advise on investment strategy and required asset allocation- regular con-calls with CIO and investment team.
• Free actuarial valuation and AS-15 certification for our clients for audit purpose.
• Free legal advisory services and regular updates on developments and regulatory changes in Employee Benefit sphere.

As aforesaid we advise on Group health Insurance, Group Personal accident solutions, Group Term Insurance, Group New pension scheme (it’s a scheme from PFRDA, Govt. of India which would give tax deduction benefit u/s 80 CC D (2)), Group Gratuity, Group Superannuation, Group Systematic Investment plan, apart from the General Insurance solutions such as Marine Insurance, Directors & Officers Liability Policy, Error & Omission policy, Asset insurance, Workmen Compensation Policy, Office asset Insurance, etc. We believe in constant relationship with our clientele and so we would identify a support team to handle your account to service you on time, which would include experienced, qualified, & dynamic marketing executives who would be your single window for all communications.