Plan your Finances to Secure your Future through Award Winning Equitable Advisor

Take up your Financial Fitness/ Health check up to achieve your Goals

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  • Note:Kindly be informed that we neither have RIA licence right now nor other distribution licences. We work as sub-RIA to RIA Code:INZ000042238 held by Kedia Capital Services Private Limited.

Know Us

We are a Wealth Management company whose inclusive and sensible strategy have won many trusted relationships with High Net-worth Individuals, Corporates, Trusts and Institutions due to its ability to analyze and understand Investment needs of its clientele. We strive to achieve the optimal alignment between your wealth, values, and goals. While we encourage our customers to take up financial planning before initiating the investment process, it is our moral duty to educate and make everyone understand the nuances in the system with our customized Financial Planning tool by upholding our vision.

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Our Services

CASH FLOW PLANNING

A proper cash flow would help you in providing you the required some of monies at times of needs or emergencies.

PORTFOLIO ADVISORY

When it comes to investing your wealth, our approach seeks to maximize growth and stability while minimizing risk and emotion.

FINANCIAL PLANNING

At cPROFIT, we take a holistic approach to managing your wealth by connecting all the financial areas of your life...

INVESTMENT PLANNING

We are focused and disciplined in our approach and always aim to provide our clients with consistent risk-adjusted returns.

RETIREMENT PLANNING

Unlike other goals, this is the only goal that a person has to fund by himself. Retirement Planning is nothing but a 30-30 challenge.

PROTECTION PLANNING

Protecting oneself and the assets is important in the event of an untimely death, a disability, or a catastrophic event.

TAX PLANNING

Tax Planning with cPROFIT ensures planning the purpose of income tax planning which has two main components...

ESTATE PLANNING

Effective estate management enables you to manage your assets during your lifetime and control the distribution of your wealth even... .

INSTITUTIONAL & CORPORATE ADVISORY

We advise the Institutions and Corporates on their investments be it a fixed income Portfolio Advisory ,....

Clients We Serve

We tailor our recommendations to the following array of investor's according to their unique financial situations

  • Resident
    Individuals
  • NRIs
  • Business Owners / Entrepreneurs
  • Corporates
  • Institutions


What Our Clients Say

Meet our team

At cPROFIT we are proud to have fostered a culture that values teamwork and collaboration. Every client of us is supported by a dedicated advisory team. The team works together to deliver the highest level of personalized service, ensuring that client needs are expertly addressed with total confidentiality. This commitment of ours has resulted in maintaining a personalized and longstanding relationship not only with the investor but with their families as well.

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Vanitha C K
President & CEO



Vanitha C K
President & CEO
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R Devarajan
Associate Vice President



R Devarajan
Associate Vice President
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Priya N Shet
Executive-Operations



Priya N Shet
Executive-Operations

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STATUS OF COMPLAINTS

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At The Begining Of the Month Received During the Month Resolved During the Month Pending At the End of the Month Reason for Pendency
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