S VENKATESAN

Welcome's You

“Keeping up an inquisitive & explorative attitude, leads to a constant learning process.”
This approach adds to the already immense potential for innovation that exists in the field of Investment/ Wealth Management Advisory Services. A logically strong finance professional with over 1.5 decades of extensive experience in Financial Investment Advisory services with LIC; elaborated through the distinctive career path.
Mr. S Venkatesan, who was born and brought up in Thanjavur, Tamil Nadu Started his career in 1981 as Audit Assistant/Accountant in an Audit firm. In the year 1986 he has shifted to Hyderabad and started working as a Export Manager.
In the year 1990, he took a brave decision by Involving himself FULLTIME in the Advisory business by Joining LIC as a Insurance Advisor, Since then there is no looking back for Mr. Venkatesan. He has started Essar Exim Financial Services a Proprietorship concern in the same year. His Professional approach & his positive attitude has made to reach a good position in the Insurance field. Since then he is servicing for more than 5000 clients (over 2000 Families)
He is a Professionally qualified Financial Consultant, by completing CFA, CFP, AwFP (CII-UK).
He always wanted to upgrade his knowledge to the current market condition & be unique in the industry. He has visited USA, UK, DUBAI, BAHRAIN, etc., also he had attended MDRT Annual Conference at Vancouver, British Columbia, Canada in June 2010.

Achievement:

• Court of the Table – COT 1 time (Which is the 2nd highest recognition for any Financial Professionals in the World)
• MDRT (Million Dollar Round Table, USA) which is one of the highest recognition for any Financial Professionals in the World, consequently for last 6 Years
• Since 1997, he is a Chairman’s Club Member. It is one among the highest recognition given to an Advisor in LIC.
• Awarded as BIMA RATNA Agent for the last 2 years by LIC
• Awarded as Wealth Manager by LIC
• He was Awarded by Managing Director of LIC for Best Performance
• Appointed as Chief Life Insurance Advisor (CLIA) by LIC where he can appoint advisors under him. (Very few people in the Country have this laurel.
• He has addressed various Professional Programs, conducted Seminars, Orientation Programs, help-desks, to help, guide & support with his expertise on Financial planning, Tax Planning, Investment Planning, Health & Wealth Planning, Retirement Planning, Income Protection Planning, Continuous Income Planning, Corporate Liability Management Planning, Business Continuity Planning, Estate Creation Planning, etc. (This is a continuous effort & Service of Mr Venkatesan)

OTHER SERVICES OFFERED AT EXIM ESSAR FINANCIAL SERVICES

• Insurance (Life & Health)
• Mutual Funds (complete range)
• Portfolio Management Services.
• General Insurance.
• Financial Advisory.
• Business Insurance

Vision & Mission :

Our Vision is to qualify for TOT which is the highest Recognition for any Financial Advisor in the World and should service for more than 5000 Families with 10000 Policies. Also need to appoint and develop 100 Supervised agents and make them to perform to their best.
As financial Planners our job for our clients is to help them reach their maximum potential. We believe that your maximum potential is realized when one is able to increase their money supply and benefits ,while at the same time reduce and eliminate costs and opportunity costs.

Mission :

Planning to start a charitable trust with Minimum ONE CRORE corpus, for monthly distribution for temple renovations, children education, up liftment of poor & needy