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.

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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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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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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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.

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Diversify with personalized support

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 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.

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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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