ACHIEVE FINANCIAL FREEDOM
Save money, create quality time, enjoy peace.
Save money, free up valuable time, and 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.
Our Services
Leverage our expertise to design your financial life. Trust us to safeguard your priorities, ensuring peace of mind and security for a thriving tomorrow. 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
Elevate your financial future with our investment services. We assure you of every effort for risk diversification and selection of investment products suitable to your profile and money goals.
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Wealth Protection
Discover a spectrum of protection with our authorized insurance services. 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.
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Asset Structuring
We provide personalized asset structuring to optimize your wealth for tax efficiency, safeguard your investments, and align with your financial goals, ensuring long-term security and efficient transfer.
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Design Financial Life
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.
Talk to usDiversify 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.
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
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.
Regular Cashflows and Benefits FOR Generations.
We help you build a secure post-retirement life.
Starting your investments early is crucial. It gives your investments more time grow harnessing the true power of compounding.
Golden Rules for Investors
Start Early
Invest Regularly
Invest 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?
