Benchmarking Reliability
With a vision to be India’s most trusted name in financial security, we provide tailored solutions for your needs to secure your future and build lasting legacies.”
Kaushik Paul, a seasoned professional with a background in mechanical engineering, transitioned from a notable career in manufacturing to become an entrepreneur with a specialty in insurance and mutual fund investments. With over 12 years of experience, he is dedicated to helping individuals and families achieve financial security and create lasting legacies.
Kaushik is also the author of “8 MONEY SECRETS OF A HAPPY FAMILY“, written in line with his mission to positively impact 100,000 families towards financial security. Leveraging his diverse expertise, including entrepreneurial ventures in IT, Kaushik combines innovation and personalized guidance to deliver financial solutions tailored to each client’s unique goals.
About Kaushik Paul
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.
Dedicated to delivering high-quality services to our clients, we strive to have a strong and ongoing relationship with them, based on trust and efficiency. If you’d like to connect for more, we’re here to assist.
8 Guiding codes
Aligned with our mission and vision, here are 8 ethical codes that reflect our values and principles and steer our actions.
Passion
Loving our work and achieving success with enthusiasm.
Client-Centric
Focusing on the needs and goals of our clients above everything else.
Service-Oriented
Committed to serving and doing good for all our clients. Always.
Portfolio Privacy
We prioritize the confidentiality and security of our clients’ portfolios.
Empower CLIENTS
Educating clients to become informed and confident investors.
Better Ideas
Continuously seeking better ideas, technologies, and strategies to stay ahead.
Honesty & Integrity
Upholding strong ethics and delivering efficient services consistently in all actions.
ContinuAL Growth
Committed to growth through continuous learning and adopting best practices.
Invest, insure and track online.
Diversify with personalized help. 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.