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Financial Services

Financial and Investment consulting


CPoint is a consulting service provider, in the business of investment and wealth management. We are focused on bridging the gap between savings and investments and creating long term wealth for investors through a range of simple and relevant investment solutions. We provide various types of comprehensive financial services. The more your money works for you, the less you have to work for money. We make your money work harder for you.

Our range of financial planning and wealth management services is sophisticated yet simple to understand. We understand that wealth means more than just numbers and it reflects in the way we approach our relationships. An in-depth knowledge of today’s financial world and sensitivity to future trends enable us to provide timely and impactful portfolio management services.

We provide various types of comprehensive financial services like: