Introduction of Kaushal Mandalia

Kaushal is reknowned Professional with more than 6 years of Rich Working Experience in Financial Services Including Insurance and Broking. Kaushal is certified by Insurance Regulatory and Development Authority, India, Certified by Association of Mutual Funds in India and also Certified as ASSOCIATE FINANCIAL PLANNER by Financial Planning Standard Board, INDIA.

Kaushal is associated with Various Management School as Visiting Faculty and Member of Advisory Commitee. His area of Interest lies with Financial Planning, Investment Planning, Retirement Planning, Insurance Planning, Risk Maangement, Making your Brand on WEB, Communication Skill Building, Presentation Skills etc.

He has excellent creative abilities which includes making Inspirational and Motivational Audio Visual Customized Presentations, Writing Articles on Latest Financial News and Making Excel Based Financial Calculators. You can  visit 'Resources' Section of this website to see his work.


The Core Skill Set of Kaushal lies with

Distribution Management (For Financial Products)

Sales Management

Team Management

Content Development

Productivity Enhancement

Training on Financial Planning

You can contact him on kaushal@thefinancialplanners.in