About us
Benchmarking Reliability. With a vision to be India’s most trusted name in financial well-being, We lead with a commitment to lasting legacy.
About Kaushik Paul Wealth Partners
Kaushik paul wealth partners is a brand initiative built to guide individuals and families toward lasting financial well-being. While not a separately licensed entity, it serves as a unified platform under which licensed professionals—including Kaushik Paul—offer insurance and investment solutions through their individual registrations.
Rooted in a commitment to personalized service and ethical practice, we assist in designing strategies aligned with your goals—ensuring stability, growth, and peace of mind. Every interaction is guided by Kaushik’s philosophy: that financial planning is not just about numbers, but about nurturing futures with clarity, care, and purpose. Our commitment goes beyond transactions.

Kaushik Paul
Founder
Kaushik Paul, an entrepreneur, is the founder of kaushik paul wealth partners and author of 8 Money Secrets of a Happy Family, a book inspired by his mission to help 100,000 families achieve lasting financial well-being. With a background in mechanical engineering and a journey spanning manufacturing, IT and other entrepreneurial ventures, he blends analytical insight with human empathy.
Kaushik’s approach is clear and rooted—crafting solutions that reflect each family’s unique goals and values. His work relies on contextual understanding, driven by the belief that true financial security means peace, purpose, and freedom.
8 Guiding Codes
Guided by our mission and vision, these 8 ethical codes embody the values and principles that shape our actions—both in how we serve our clients and how we collaborate within our team.
Passion
We love our work and achieve success with enthusiasm.
Client-First
We focus on the needs of our clients above everything.
Service Ethos
We bind to serving and doing good to all our clients.
Privacy
We prioritize the confidentiality of our clients’ portfolios.
Empowerment
We educate to create informed and confident investors.
Innovation
We always seek better technologies, and strategies.
Data Integrity
We safeguard client data with integrity and vigilance.
Excellence
We commit to best practices and continuous learning.
