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Kaushal Kumar Email & Phone Number
Founder and Managing Partner
at
Fincreed Wealth
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Founder and Managing Partner
Location
Bengaluru, Karnataka, India
Company size
Who is Kaushal Kumar? Overview
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Quick answer
Kaushal Kumar is listed as Founder and Managing Partner at Fincreed Wealth, a with 3 employees, based in Bengaluru, Karnataka, India. AeroLeads shows a matched LinkedIn profile for Kaushal Kumar.
Kaushal Kumar previously worked as Founder & Managing Partner at Fincreed Wealth and Private Banker - kotak wealth at Kotak Mahindra Bank. Kaushal Kumar holds M.B.A, Marketing, First Class With Distinction from Ramaiah Institute Of Technology.
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Fincreed Wealth
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Profile bio
About Kaushal Kumar
A competent professional with close to 20 years of experience in wealth management , Banking and Financial Services . www.fincreed.com
Listed skills include Banking, Crm, Portfolio Management, Competitive Analysis, and 18 others.
Current workplace
Kaushal Kumar's current company
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Fincreed Wealth
7 roles
Kaushal Kumar work experience
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Founder & Managing Partner
CurrentFincreed is an investment management firm based in Bangalore. We’re dedicated to creating a new kind of approach that puts you first. With our stewardship-level service and unwavering commitment, we are your team dedicated to helping you maximize your financial success.http://www.fincreed.com
Dec 2019 - Present
Private Banker - Kotak Wealth
Jul 2018 - Nov 2019
Assistant Vice President Sales
Client Consulting , CDD, consulting in KYC remediation, Payments and cash management..Risk and other functional departments for business transformation and efficiency ennoblement .
Jan 2017 - Jun 2018
Senior Relationship Manager
Client Consulting across South Asian countries and GCC , Risk Review, Client communication and strategy, Cross Border solutions Banking, Customer Relationship Management and strategy, Risk management and member of Digital transformation group.
Sep 2013 - Dec 2016
Relationship Manager
Responsible for handling the Premier Portfolio and as well for NR piece.• Mentoring the PWMs channel for the portfolio. • To focus on customized solutions and services to the clients with portfolio Analysis with software like CRMS and Dashboard.• One point contact and face of the Bank as far as Premier bracket is considered.• Leading and guiding the servicing and branch operations team to proactively service the Premier customers.• Increasing the wallet share for as much Banking Products• Focus on revenue generations .• Proper financial health check up as per requirement and risk appetite..• Ensuring compliance and due diligence with respect to International Standards.• Motivating and knowledge enhancement of the service team and also the Advance and PWMs for greater quality service and operations. • Helping clients when needed and as well guiding them to opportunities to invest in Indian Markets and other Asset classes
Dec 2010 - Sep 2013
Area Manager - Team Handling
Key Result Areas: Team Management - Managing marketing operations for promoting various products and accountable for sustainable growth. Driving B2B Initiative with organizations for business development. Mapping client's requirements & providing expert advisory services. Leading and managing the performance of FOS to ensure efficiency in business operations . Monitoring performance of team members to ensure efficiency in delivery . Quality assessment, Product segmentation , placement and training .
Oct 2005 - Nov 2010
2 education records
Kaushal Kumar education
M.B.A, Marketing, First Class With Distinction
B.C.A, Computer/Information Technology Administration And Management, First Class With Distinction
FAQ
Frequently asked questions about Kaushal Kumar
Quick answers generated from the profile data available on this page.
What company does Kaushal Kumar work for?
Kaushal Kumar works for Fincreed Wealth.
What is Kaushal Kumar's role at Fincreed Wealth?
Kaushal Kumar is listed as Founder and Managing Partner at Fincreed Wealth.
Where is Kaushal Kumar based?
Kaushal Kumar is based in Bengaluru, Karnataka, India while working with Fincreed Wealth.
What companies has Kaushal Kumar worked for?
Kaushal Kumar has worked for Fincreed Wealth, Kotak Mahindra Bank, Citibank India, Citibank N.A, and Hsbc Bank.
How can I contact Kaushal Kumar?
You can use AeroLeads to view verified contact signals for Kaushal Kumar at Fincreed Wealth, including work email, phone, and LinkedIn data when available.
What schools did Kaushal Kumar attend?
Kaushal Kumar holds M.B.A, Marketing, First Class With Distinction from Ramaiah Institute Of Technology.
What skills is Kaushal Kumar known for?
Kaushal Kumar is listed with skills including Banking, Crm, Portfolio Management, Competitive Analysis, Relationship Management, Cross Selling, Retail Banking, and Management.
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