Koushik Sur, CFP in

Koushik Sur, CFP

Login to view DISC.
Co-Founder at Myplan8™
📍 Mumbai, Maharashtra, India

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overview
Experience
13 Years
Current Role
Co-Founder
Job Level
Leadership
Location
Mumbai, Maharashtra, India
Personality Overview

How Koushik shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Koushik cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topics
Career

Work history

11-2022
Co-Founder
Myplan8™
8-2021 - 10-2022
Product Consultant
1 Finance
8-2017 - 2-2020
Co-Founder
Findvise (Acquired by Kredent Money)
10-2015 - 8-2017
Financial Planning Advisor
FinPlan Consulting
12-2015 - 1-2017
Co Founder
Uurija- Local Shopping Guide
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
2021 - 2022
Executive Certificate
Indian School of Business
2021 - 2021
Certification on Advance strategy on Venture Capital funding
Erasmus University Rotterdam
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Koushik. Free, 10 seconds.