Tushar CFP is an Investment and Financial planning firm having an ample experience in the asset management / investment sector combining expertise of Financial planning, Estate Planning, Tax planning & also Insurance Planning(Life & Health).

• A trusted and tested name in mutual fund investment in India.
• A Personalised wealth management expert.
• Clients are from various sectors like Business families, Corporate, employed and professionals.

Vision

To be a well Trusted Role Model in the retail wealth management sector.

Mission

• To provide Professional advice which Benefits our Client in following ways:
• Protect and enhances our client assets.
• Builds long term relationship based on Trust,
• Mutual Respect and Integrity.

Philosophy

• Respect Clients needs and sentiments.
• Develop and maintain relationship, trust and confidentiality.
• No short cut route for Wealth Management.
• Admit and share mistakes.

Tushar CFP

Tushar Kanti Paul a B.Sc., Licentiate from Indian Insurance Institute & also CFPCM from Financial Planning Standard Board, also Certified from NISM having experience more than 25 years in the field of Insurance & Investment.

Tushar start wealth management for his clients with satisfactory result for last 10 years.