Setting the Benchmark for Reliability.
With a vision to be India’s top trusted advisor for financial security, we connect you to personal financial products matching your needs, with the best of personalized human help and technological support, not just during the initial process but throughout your financial journey.
About Kaushik Paul
Welcome! We provide wealth expansion and protection services to our esteemed clients all over India and NRI clients abroad. 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. Thank you for visiting, and we look forward to connecting with you!
8 Ethical codes
Aligned with our mission and vision, here are 8 guiding codes that reflect our values and principles and steer our actions.
Passion in Work
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.
Innovative Solutions
Continuously seeking better ideas, technologies, and strategies to stay ahead.
Honesty & Integrity
Upholding strong ethics and delivering efficient services consistently in all actions.
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.