About Us

Koushik Ketharam is an investment consultant, personal financial coach and an entrepreneur with over 19 years of experience in the financial sector.


  • Koushik comes from a small town named Kumbakonam, located just 300km away from Chennai.
  • Being brought up in a traditional Tamilian household with strict discipline, financial values were imbibed in him very early in life.
  • After completing his graduation from Chennai, he went to work for a Fintech company called Karvy Fintech as a personal finance executive.
  • His hard work, exceptional analytic skills and love for finance led him to climb up the corporate ladder pretty soon.
  • He became the Branch Manager for Karvy in 2004, Area Manager in 2006 and Regional Head for Financial Product Distribution by 2009.
  • His performance was so impressive that he was offered to pursue a company sponsored Executive Post Graduate Program (EPGP) program from IIM Bangalore.

Entrepreneur Journey

After gaining significant exposure and expertise in the financial sector, Koushik embarked on a journey to build his own venture.

His company pays utmost focus on organic acquisition of clients through referrals.

Koushik believes that as financial professionals, his chief responsibility is to expand his clients’ wealth and safeguard financial security.

Why Choose us

Top notch financial advices

With over 19 years of experience in the financial sector, he has nothing short of top-notch expert advice for you. If you want to give your hard-earned finances in the right hands, he is your man!

100 percent client satisfaction

Mr Koushik prioritises his clients' satisfaction over everything else. He is extremely approachable as well as patient when it comes to dealing with clients. His amiable nature, combined with his expertise makes clients keep coming back for his services

High Success Rate

Mr Koushik has maintained an excellent track record of highly satisfied clients whose finances have amplified under his virtuous guidance. He abides by strict work principles and provides in-depth guidance that leads to a high success rate among his clients.

Personalised services

Mr Koushik doesn't believe in a "one plan fits all" policy. He invests his time to understand his clients, their needs, their goals as well as their limitations and creates a list of personalized services that yields massive results!

Media Exposure

Apart from being a hardcore finance guy, Koushik has also been significantly exposed to media and press.

What Our Clients Say

Mr. Koushik is extremely gifted when it comes to financial planning! I'm very satisfied with the services that I availed from him and I'll definitely recommend him to my peers and friends looking for a financial planner.
B. Sivakumar
Koushik has been my financial advisor for more than a decade. His advice on Mutual Fund investments has been solid backed by research. He has at times taken contrarian views and it has been to bring success. He is trustworthy and professional
S Subramanian
IIT professional & Visiting professor