Insure First, Invest Smart.
Welcome! We provide wealth protection and wealth expansion services to our esteemed clients all over India and NRI clients abroad.
Expert Services for You
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. Enjoy peace of mind knowing your family’s financial future is secure.
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
Asset structuring to optimizes your wealth for long-term security, tax efficiency, goal alignment, and efficient transfer.
Know moreDiversify Digitally
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 reliable support, ensuring you get the right solutions. We stay connected.
With a Missionbuild a secured retired 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?
LIC’s Index Plus 873
