8 steps to create sustainable wealth.

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8 Money Secrets of a Happy Family

Though there is an information overload all around, barely anybody gives you a clear-cut direction on how to deal with your money. This book answers “how to do it” in 8 simple steps. The 8 simple steps revealed in this book will help you create sustainable wealth and become a financially secure, happy family that can handle all its needs, aspirations, and emergencies effectively.

Play Video

8 steps to create sustainable wealth.

8 Money Secrets of a Happy Family

Though there is an information overload all around, barely anybody gives you a clear-cut direction on how to deal with your money. This book answers “how to do it” in 8 simple steps. The 8 simple steps revealed in this book will help you create sustainable wealth and become a financially secure, happy family that can handle all its needs, aspirations, and emergencies effectively.

kaushikpaul

freedom & happiness

We connect individuals & families with best-fitting investment, insurance, and associated financial products for the solution to all their money matters.

In line with our mission and vision, we also indulge in varied awareness-oriented activities and hope to reach out to citizens from all walks and create awareness about goals & money matters.

Team kaushikpaul works with the strong conviction that like anything else in life when it comes to investing and planning for your money goals, simplicity is awesome.

How to achieve your money goals, create sustainable wealth and enjoy a stress-free, abundant life of financial freedom? 

Earning more might not be enough. To know more attend this webinar.

Our Services

The goals of an individual or a family are similar to any other individual and family, but they are not the same and thus require individual attention. Get your plans on track.

Having any insurance plan is not enough. Be sure that your policy is in line with your need and the principles of insurance. Start with a quality check of your existing policies.

Technology is helpful for the overall investment process, and we provide you with the best experience. But on the journey of investing and creating wealth, human help is indispensable.

Technology support for our clients

Insurance app for clients

Insurance App Highlights

  • Portfolio at a glance
  • Online Premium payment
  • Customised solutions
  • Product illustrations
  • Document management
  • Claim intimations
  • Service requests
Investing app for clients

Investing App Highlights

  • Portfolio at a glance
  • Online investment
  • Compare mutual funds
  • Fixed deposits & NPS
  • Goal setting & tracking
  • Return calcuators
  • Financial reports
Insurance app for clients

Insurance App Highlights

  • Portfolio at a glance
  • Online Premium payment
  • Customised solutions
  • Product illustrations
  • Document management
  • Claim intimations
  • Service requests
Investing app for clients

Investing App Highlights

  • Portfolio at a glance
  • Online investment
  • Compare mutual funds
  • Fixed deposits & NPS
  • Goal setting & tracking
  • Return calcuators
  • Financial reports

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