Since its inception, In IDeas Finserv has been totally focused on building wealth for its investors through strategic investment planning
In IDeas Finserv offers complete range of financial products ranging from Mutual Funds, Life Insurance, General Insurance, Fixed Deposits, NPS, PMS among others.
We are a firm believer that one size does not fit all when it comes to providing investment solutions and thus strides in providing customized solutions to investors depending upon client risk profile and investment goals.
We believes in doing periodic review of the investments and proper hand holding of our investors.
We will work with you to create a customized plan of action for yourself or your organization. Get in touch to learn more about our vision and consulting approach.
Kausik Mitra has over 19 years of rich experience in the Financial Services Industry including Asset Management, Mutual Funds and Investment advisory. Kausik is an MBA in Finance and holds additional professional certifications in Business Finance, Capital Markets, Mutual Fund & Insurance advisory, and Equity & Currency Derivatives.
Kausik has been at senior management positions in Principal Mutual Fund and Mirae Asset Mutual Fund prior to In IDeas Finserv.
Since founding In IDeas Finserv in 2014, Kausik has been providing professional consulting services to clients from Kolkata and beyond. From strategic planning to innovative solutions, his focus is always on building an efficient and results-driven relationship.