Enjoy Quality Time
Personal financial services from Kaushik Paul 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. Enjoy peace of mind knowing your family’s financial future is secure.
Expert Services for You
We assist in designing strategies in alignment with your goals to ensure stability, growth, and peace of mind with your finances. 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.
Wealth Expansion
We assure you of every effort for risk diversification and selection of investment products suitable to your profile and money goals.
Find out moreWealth Protection
We assure you of every effort to be sure that your insurance is as per your need. Start with a review of your existing insurance.
Discover moreAsset Structuring
Personalized asset structuring to optimize your wealth for long-term security, tax efficiency, goal alignment, and efficient transfer.
Know moreDiversify with personalized support
Invest in Mutual Funds, start a SIP, make a fixed deposit, open an NPS account, compare and buy Term insurance, health insurance and do more from the comfort of your home.
Your Trusted Partner in Finance
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.
Top-rated by Clients
build a secure post-retirement life.
Retirement means no longer working for money. With retirement at 60 and an average life expectancy of 80, you’ll probably need to support 20 years without active income. Loans can fund many goals, but not retirement. You must plan for it yourself. Make retirement your top priority and plan accordingly. Are you prepared?
Golden Rules for Investors
Start Early
BE Regular
THINK Long-term
| Start at 25 | Start at 35 | Start at 40 |
|---|---|---|
| Monthly SIP 10,000 | Monthly SIP 10,000 | Monthly SIP 10,000 |
| Invest till 60 | Invest till 60 | Invest till 60 |
| Corpus at 60: 5.51 Crores | Corpus at 60: 1.70 Crores | Corpus 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?
At 20s: No proper savings, Flashy investments
At 30s: Delaying investments due to liabilities
At 40s: Using retirement savings for other purposes
At 50s: Using risky products to create funds fast
How to select a health insurance policy?
