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Financial Echoes
Here we decode the insurance and investment landscape and share updates from our journey at Kaushik Paul Wealth Partners. From product insights and business bulletins to goal-setting and legacy creation, each post is crafted to inform, inspire, and empower.
Latest Posts
8 Benefits of Family Health Insurance: Protect Your Loved Ones & Save Money
Family health insurance is more than just a policy — it’s peace of mind. Learn how one plan can cover your entire family, save you …
Honoured with the Zonal Manager’s Trophy – A Milestone of Purpose 🏆
We’re proud to share that Kaushik Paul has been awarded the Zonal Manager’s Trophy (Western Zone) by LIC of India, recognizing our continued commitment to …
Festive Boost at Bengali Cultural Festival 2025 in Nashik
Amidst the vibrant cultural celebrations and aromatic food stalls, our initiative stood out at the Bengali Cultural Festival 2025, Nashik (on 12th and 13th of …
LIC’s New Jeevan Utsav: A Smart Step Towards a Worry-Free Retirement
Planning for a secure and comfortable retirement involves making strategic financial decisions that ensure a steady income stream throughout one’s golden years. One such prudent …
Investor Awareness Program: 21st Feb 2025
We recently had the privilege of organizing an online Investor Awareness Program for the employees of Hitachi Cash Management Services, India in association with AssetPlus …
Master Club HDFC Ergo
Qualified bronze club at Master Club 24 HDFC Ergo …
Hot Topics
LIC’s New Jeevan Utsav: A Smart Step Towards a Worry-Free Retirement
Planning for a secure and comfortable retirement involves making strategic financial decisions that ensure a steady income stream throughout one’s …
A Guide to Bonds in India: An Investment Avenue Beyond Fixed Deposits
What Are Bonds? Bonds are fixed-income instruments issued by governments, corporations, or financial institutions to raise funds. When you invest …
LIC’s Index Plus: Double Advantage of Insurance + Nifty Index Investment
LIC’s Index Plus Plan no. 873 is a Unit Linked Insurance plan (ULIP). It is a Regular Premium, Individual Life …
LIC’s New Jeevan Shanti: Guaranteed Lifetime Income with a One-Time Investment
LIC’s New Jeevan Shanti Plan no. 858 is a deferred annuity plan for guaranteed income for life by paying a …
What is REIT (Real Estate Investment Trust)?
If you are a person aware of recent developments in investment options, you must have heard about Alternative Investments Funds …
Bulletin Update
Recommended
LIC’s New Jeevan Utsav: A Smart Step Towards a Worry-Free Retirement
Planning for a secure and comfortable retirement involves making strategic …
ELSS mutual funds
ELSS (Equity Linked Savings Scheme) Mutual funds are a type …
LIC’s New Jeevan Shanti: Guaranteed Lifetime Income with a One-Time Investment
LIC’s New Jeevan Shanti Plan no. 858 is a deferred …
Everything about NPS
National Pension Scheme (NPS) is a voluntary and long-term investment …
What is HUF and how you can save additional tax with HUF?
HUF – ‘Hindu Undivided Family’ is a unit comprising of …
What is the process of mutual fund redemption and how to approach redemption?
A mutual fund redemption request is the request to withdraw …
Newsletters
Friday Mail: Secure with Guaranteed Income
Friday Mail delivered on 22nd November 2024. Stay updated with …
Friday Mail: Financial-life design checklist
Friday Mail delivered on 23rd August 2024. Stay updated with …
Friday Mail: Why invest in ELSS?
Friday Mail delivered on 16th August 2024. Stay updated with …