In this insightful episode of Leadership Lounge with The CEO Magazine, we sit down with Koustubh Gosavi, Founder & Principal Facilitator of Money Works For Us, who is on a mission to simplify mutual funds and make financial freedom achievable for everyday Indians. From a career in mechanical engineering and aluminium manufacturing to building a trusted mutual fund distribution firm, his journey is a powerful example of purpose-driven transition, empathy-led finance, and ethical wealth creation.
With 455+ clients, over ₹25 crore AUM, and a growing reputation for clarity, transparency, and trust — Koustubh has built more than a business. He has built a financial guidance ecosystem where even small investments can lead to long-term stability and freedom.
How his technical background in aluminium manufacturing shaped his work ethic — and eventually led him to discover the power of passive income and financial security.
The turning point during COVID-19 that inspired him to build a people-first mutual fund distribution practice focused on clarity, awareness, and accessibility.
Why financial literacy is still limited beyond metros — and how he simplifies concepts like SIPs, risk profiling, emergency funds, and financial planning.
Why he sees mutual fund distribution as a responsibility, not just a business — guiding people ethically and patiently without selling returns or using jargon.
How every client at Money Works For Us undergoes risk profiling, expectation setting, and education before being guided toward suitable funds.
His philosophy — mutual funds are not about selling products, but understanding people. Finance is emotional, and trust is built through clarity and presence.
Why he believes India is “yet a story to happen” — and why this decade presents the biggest opportunity for wealth creation and economic transformation.
Why finance needs more ethical professionals — and how passion, purpose, and continuous learning can build a meaningful career in this field.
This conversation goes beyond investments — it’s about mindset, discipline, financial clarity, and responsible guidance.
Whether you are a young earner, salaried employee, entrepreneur, or aspiring financial professional, this episode is packed with practical frameworks and real-life examples that make mutual funds simple, logical, and actionable.
Watch the full episode to discover how smart financial planning and small consistent steps can build long-term wealth — and empower every Indian to become financially free.
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