About Kaushik Paul. Welcome! We are passionate professionals based in Nashik, providing wealth expansion and wealth protection services to our esteemed resident clients all over India and NRI clients staying abroad. With years of experience in insurance and investment products, we are dedicated to delivering high-quality services to our clients.

With us, you’ll find a blend of expertise, technology and personalized attention to meet your unique needs. Whether you’re looking for protection products like life insurance, health insurance, general insurance, liability insurance or investment products like mutual funds, bonds, NPS and fixed deposits, or simply want to connect and learn more, we’re here to help. Thank you for visiting, and we look forward to connecting with you!

About Kaushik Paul

Kaushik Paul


An entrepreneur, passionate about helping individuals, families & business owners to overcome their money stressors. Kaushik is on a mission to positively impact 100,000 families towards financial security by helping them navigate the complexities of the financial landscape, make better financial decisions, and create sustainable wealth. He is an authorized agent for life, health and general insurance and a certified distributor of Mutual Funds and other investment products.

Kaushik often publishes blog articles and has authored the book ‘8 Money Secrets of a Happy Family. For more visit www.kaushikpaul.info

Ethical codes

Aligned with our mission and vision, here are 8 guiding codes that reflect our values and principles and steer our actions.

  1. Portfolio Privacy, our utmost care.
  2. Client centric: Prioritizing the needs and goals of our clients.
  3. Empowering minds: create aware investors
  4. Honesty and productivity in walks & talks: Upholding strong moral principles in all our interactions and services.
  5. Always pursue better, solutions that matter – ideas, technologies, and strategies to stay ahead in the ever-evolving financial landscape.
  6. Service first, doing good to all.
  7. Love your work, achieve with passion.
  8. Continual personal and professional growth. Continuous learning, and industry best practices.


If I begin my investing or insurance journey with you, can I expect to receive quality service?

Absolutely! When you start your investing or insurance journey with us, you can expect exceptional service tailored to your specific needs. Your satisfaction and success are our top priorities.

In any online platform, selling insurance and investment products, you buy a product and have access to persons behind call center numbers with limited or insufficient subject knowledge trying to provide you with the right solution. As opposed to this, we are committed to providing personalized attention, expert guidance, and reliable support every step of the way.

Will it be easy to contact you every time we need some service?

Our policy is to keep in touch with you with valuable inputs periodically and of course when you contact us for any additional service need that may arise from time to time. Also, we have an address where you can meet us for offline services related to your insurance and investments needs.

We strive to have a strong and ongoing relationship with all our clients, based on trust and efficiency. We provide personalized human help, with the best of technological support, not just during the initial investing process but throughout your investment journey.

Got some more questions?

Write to us at support@kaushikpaul.com and we will take care of all your queries.

Diversify with personalised help

Invest and track online.

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