“On a mission to help 1,00,000 families live a stress-free, financially secure happy life.”
A major reason for stress in the society is issues related to money matters.
Codes of Action
In line with our mission and vision, these 8 codes of action are guiding us through everything we do.
Utmost care for Privacy of investor portfolio
Ensure Total Security of investor data
Create ‘Aware Investors’ in the process
Honest and productive in walks & talks
Always be in pursuit of better solutions
Be of service and do good to others
Love what you do and get things done
Continual personal and professional growth
Working with a Vision
To be the Prime Choice as an Insurance Advisor and Goal Success Coach for the people in India when it is about achieving their money goals and living a happy life.
What is this website about?
Created by Kaushik Paul, a licensed agent for insurance, and an authorized distributor of investment products, this website is about risk management and money goal success. This website talks about the following topics and more.
- Various aspects of personal finance, including insurance, and investments
- Related knowledge articles (Blog)
- Implementation of personal financial plans
- online investment and insurance support.
- Free account for safe, simple, and seamless investing in mutual funds, NPS, FD, etc.
- Mobile applications for insurance and investments
- and more…
If I start my investing or insurance journey with you, would I get proper service?
We are not an online platform selling insurance and investment products where you buy a product and have access to persons behind call center numbers with limited or insufficient knowledge about investing and insurance trying to provide you with the right solution.
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.
We 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, investments, and other personal finance needs.
Got some more questions?
Write to us at firstname.lastname@example.org and we will take care of all your queries.