About Me
Kaushik Paul, a seasoned professional with a background in mechanical engineering, transitioned from a notable career in manufacturing to become a trusted advisor in insurance and mutual fund investments. With over 12 years of experience in personal finance, he is dedicated to helping individuals and families achieve financial security and create lasting legacies.
Kaushik is also the author of "8 Money Secrets of a Happy Family", written in line with his mission to positively impact 100,000 families towards financial security. Leveraging his diverse expertise, including entrepreneurial ventures in IT, Kaushik combines innovation and personalized guidance to deliver financial solutions tailored to each client’s unique goals.
About Work Experience
With 18 years plus experience as an entrepreneur, Mutual fund distributor, Insurance advisor, & Goal Success Consultant, I have been helping my clients manage & protect their wealth.
Experience & Qualification
Qualification
BE
Experience as an Advisor
12 Years
Total work Experience
18 Years
Services and Advisory Offered
Mutual Fund
Life Insurance