Dhanraksha
Brief Overview
Ravi began offering wealth advisory services on April 21, 2003. Over the years, he has come to deeply understand that each person's financial journey is unique and can be reshaped. He prioritises & truly listens to what matters most to clients by crafting a tailoring pathways and assists them in achieving their financial goals.
He specialises in uncovering the financial DNA of individuals. Clients value him as their “Financial Coach” for providing impartial advice that considers the unique context of their family’s financial aspirations and challenges.
He specialises in uncovering the financial DNA of individuals. Clients value him as their “Financial Coach” for providing impartial advice that considers the unique context of their family’s financial aspirations and challenges.
Educational Qualifications
- ● SEBI Registered NISM VA - Exam - Mutual Funds
- ● SEBI Registered NISM XXI A Exam - Portfolio Management Services
- ● IRDA Qualified Insurance Agent
- ● Certified ICF Coach - International Coaching Federation.
- ● Life Insurance Marketing & Research Association International, Inc (LIMRA)
Clients & Financial Planning
- ● 600+ Clients and families served
- ● Over Rs 300 Crores in AUM across Mutual Funds, Real Estate, PMS & Other financial Products.
- ● Had the privilege for being the trusted Executor in the Wills of their clients
- ● 100% Persistency Ratio
Awards, Accolades & Contributions
● Life Member at Million Dollar Round Table (MDRT)
● Country Chair at MCC, India
● Qualified 6 Times for Court Of the Table (COT)
● Received the Max Life Chairman’s Award Twice
● Qualified 14 time for CEO’s Award at Max Life
● Qualified for the MDRT 17 times - From across the World less than 1% of the entire population of Financial Advisors qualify for MDRT.
● Trained over 9000 financial advisors over 200 sessions across the globe and has spoken at the MDRT USA event consecutively for the past 5 years.
● Country Chair at MCC, India
● Qualified 6 Times for Court Of the Table (COT)
● Received the Max Life Chairman’s Award Twice
● Qualified 14 time for CEO’s Award at Max Life
● Qualified for the MDRT 17 times - From across the World less than 1% of the entire population of Financial Advisors qualify for MDRT.
● Trained over 9000 financial advisors over 200 sessions across the globe and has spoken at the MDRT USA event consecutively for the past 5 years.
