Kaushik Gada | KG INVESTMENTS

About

My vision is to help more than 500 families with their healthy active lifestyles and wealth creation, so that they can enjoy their financial goals with ease and peace of mind.

Practice at a glance

5

Years of Experience

150

Families Served

₹20

Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more

Min Lumpsum Investment:₹10,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, Women Investors, Senior Citizens / Retirees, Business & SME Owners, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs

Language Spoken:Hindi, Marathi, Gujarati

Qualification Completed

QPFP – Qualified Personal Finance Professional

CA – Chartered Accountant

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN -188751

IRDAI Licensed Insurance Agent (General)

11112

PFRDA Registered Retirement Adviser

RAN00001481

SIF Distributor (AMFI)

ARN-188751

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

NPS & Govt Schemes

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Kaushik Gada.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Retirement Readiness Check