Leverage our expertise

Enjoy peace of mind knowing your family’s financial future is secure. Personal financial services from Kaushik Paul Legacy Ventures allows you to focus on what truly matters – creating quality time with your loved ones.

Trust us to safeguard your priorities, ensuring peace of mind and security for a thriving tomorrow. We assist in designing your financial life, aligning strategies with your goals to ensure stability, growth, and peace of mind. Let us guide your journey to financial success. Whether you’re looking for protection products or wealth expansion options, we offer you smart choices. Or if you’d like to connect for more, we’re here to assist.

Diversify with personalized support

Top-rated by Clients

Your satisfaction and success are our top priorities. When you start your investing and insurance journey with us, you can expect exceptional service with a blend of expertise, technology and personalized attention to meet your unique needs. Unlike online platforms, we offer personalized attention, expert guidance, and reliable support, ensuring you get the right solutions. We stay connected with valuable updates. You can contact us for any additional services. Also, we have an address for in-person consultations.

Regular Cashflows and Benefits for Generations.

We help you build a secure post-retirement life.

Golden Rules for Investors

Start at 25Start at 35Start at 40
Monthly SIP 10,000Monthly SIP 10,000Monthly SIP 10,000
Invest till 60Invest till 60Invest till 60
Corpus at 60: 5.51 CroresCorpus at 60: 1.70 CroresCorpus at 60: 91.98 Lakhs

Note: Above calculation is based on 12% assumed rate of return. Disclaimer: We’ve made efforts to ensure accuracy of the calculations given above, but we do not guarantee it. Mutual fund returns are not guaranteed. Read all scheme-related documents carefully. Above calculation is based on 12% assumed rate of return and is not intended to be, nor should it be construed as, investment advice or a recommendation to buy or sell any financial products or securities. Investors should carefully consider their investment objectives, risk tolerance, and financial conditions before making any investment decisions.

Are you making these financial mistakes?

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selecting health insurance

How to select a health insurance policy?

How to select a health insurance policy? Health insurance policies are essential for safeguarding your financials during medical emergencies. An ideal health insurance policy covers the basic costs of hospital stays and treatments and also include benefits like pre- and …
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ELSS

ELSS mutual funds

ELSS (Equity Linked Savings Scheme) Mutual funds are a type of mutual fund that primarily invests in equity and equity-related instruments (more than 80%) and also offers tax savings with the lowest lock-in period. Lock-in Period ELSS funds have a …
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To positively impact 100,000 families towards financial security.

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