Kuldeep Madan
Questioner · DISC type cKuldeep is the Founder and CEO of Madan+, where he provides innovative life insurance and complex financial planning for high-net-worth clients. A New York University alumnus, he is a highly regarded specialist in personal, business, and estate planning, and frequently speaks at industry events to top advisors.
Outside of his direct client work, Kuldeep is passionate about educating other financial professionals and has a history of community involvement, including volunteering with NY Cares during his university years. He was also a member of the Tau Delta Phi Fraternity.
He hosts an exclusive "M+U Masterclass" for 150 hand-picked advisors in premier locations like Miamis Nobu Eden Roc.
Read the full overview →How Kuldeep shows up
They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They are more likely than others to negotiate on pricing and terms. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.
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DISC profile (public)
Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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