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. This session aimed to educate participants on the basics of investing and mutual funds, following the AMFI (Association of Mutual Funds in India) guidelines. Investing wisely is key to achieving […]
Investor Awareness Program: 21st Feb 2025 Read More »
Qualified bronze club at Master Club 24 HDFC Ergo.
Master Club HDFC Ergo Read More »
Gaining Insights into Health Insurance with SBI General On January 3rd, 2025, we had the privilege of attending a full-day training session on health insurance products conducted by SBI General Insurance. This comprehensive session provided in-depth knowledge about their diverse health insurance offerings, including individual and family floater plans, critical illness coverage, Super top-up options,
Gaining Insights into Health Insurance with SBI General Read More »
26th November 2024 We are thrilled to announce another milestone in our journey! After successfully completing the IRDAI Pre-Licensing Test, we are now authorized to offer the entire range of general insurance products through SBI General Insurance. This partnership with one of India’s most trusted financial service brands enables us to provide comprehensive solutions, including
Expanding Horizons with SBI General Insurance Read More »
16th November 2024 We recently participated in the Joint Team Meet of LIC Branch 962, a gathering of esteemed insurance advisors and development officers. The event, graced by inputs from the respected SBM Madam, focused on equipping advisors with strategic tools and insights to achieve key milestones in the insurance business. The discussions provided a
Strategic Growth Insights from LIC Joint Team Meet Read More »
connect@kaushikpaul.com 
