C.Ravikumar, the director, is a qualified financial consultant with commendable experience and has been member of many prestigious associations and clubs. His client base has grown multifold through just the word of mouth, by references from his satisfied clients. His main motto being, “Refer a friend only when you are happy with the service”.
With the references that you provide through this website, you could enable us serve more customers, making them happy in multiplying their wealth and securing their families for a serene future. We help our clients to make efforts on maximizing wealth, controlling risk and minimizing taxes.
It’s our pleasure to enable you make and maintain your treasure for you and your loved ones. We are fulltime Wealth Managers and financial planners, aiding our clients to invest prudently in a diversified manner such that their family can be safe and secured always.
ACHIEVEMENTS AND EXPERIENCE
Have been in the financial industry since 2002.
Have contributed in making 2000 families achieve their financial goals.
Been a Zonal Manager Club member in LIC
Member of MDRT (since 2008) and member of COT (since 2013)
AMFI member (since 2006)
Have been invited for the All India Ace Competition at Macau, Hongkong in November 2014
Honored by STAR Health Insurance in October 2016 with a trip to Srilanka for being the Top Performing agent.
COT Achievers’ Trip to Kenya in February 2017.
Attended the prestigious MDRT Conference at Florida in June 2017
Trip arranged for achievers by STAR Health Insurance to Thailand in July 2017
PRODUCTS AND SERVICES
Our products and services mainly are focused on improving the financial literacy of our clients, enabling them manage the personal finances properly. It also includes comprehensive financial planning, Insurance Planning, Investment Planning, Children Education or Marriage Planning, Tax Planning, Estate Planning, Mutual funds and Home Loans. In a nut-shell, it can be listed as:
- Life Insurance : Pension, Life, Marriage/ Education Policies
- General Insurance : Medical, Vehicle and General
- Post Office Deposits : Fixed, Recurring
- All Company Deposits : Fixed and Cumulative
- Mutual Funds : SIP, STP and Lump sum, ELSS
- Bonds : Tax-free bonds, Capital Gain Bonds
- Income Tax : Applying of PAN Card, IT filling, Tax planning
Collection of LIC Premium
Reminders for existing clients regarding premium payment
Any other financial assistance and follow ups
- Mobile APP We have our Mobile APP to enable customers get in touch with our services and their investments at their finger tip.
- Premium point facility We are empowered with premium point facility to help clients pay premiums, even after office hours.
- Offices Full- fledged head office and a branch office empowered with latest IT infrastructure to serve clients
- Staff Well trained staff to handle all customer requirements
- Customer Support 24X7 online accessibility through www.chequeleaf.com
- Service Door-step service provided by our staff on just a phone call from your place
AWARDS AND RECOGNITIONS
THE COURT OF TABLE (COT) qualifier for 3 consecutive years.
Qualified For The Global Forum Of Excellence, THE MILLION DOLLAR ROUND TABLE 2009
Awarded for One Day Centurion Agents in Chennai
Awarded For Licensing Of Insurance Agents Under Development Authority Regulation 2004 Conducted By THE LIC OF INDIA, DIVISIONAL TRAINING CENTRE, DIVISION - 1, in Chennai.
Recognition of Participation in Training Programme for MDRT Agents of LIC of India Conducted by Management Development Institute in Gurgaon.
Recognition for Splendid Performance by Fulfilling The Qualifying Conditions for Prestigious M.D.R.T.-2014 BY 31ST March 2013 itself.
Honored by HDFC Deposits for excellence, consecutively for 3 years from 2012
In recognition for Fulfilling the Qualifying conditions for Prestigious M.D.R.T in central office of Bhubaneswar on November 2013
Participated in the Unified training program for Wealth Managers and Financial Advisors in Sales Training centre, Chennai
The MDRT Qualifier In GOPAST For Mission COT &TOT,GENIUS, LEADING LIGHTS in Learning Principles of Life Insurance ,Financial calculations related to time value of money, retirement planning, Mathematics of money, Communication Skills, Personal Effectiveness & Client service Requirements of long term insurance solutions, Succession planning options, Support clients Effectively ,
Under gone Training classes of Rajesh Tagore who is India’s Premier Motivational Trainer in Economic Life Value ,Financial Training and Wealth Management
Corporate Club Training In Academy of Insurance