About Us

CRK FINANCIAL SERVICES (since 2002)


C.RAVIKUMAR, M.COM, MDRT, (USA)

ABOUT OUR CEO
C. RaviKumar, affectionately known as Ravi in the friends circle, CEO of CRK FINANCIAL SERVICES. Ravi is a qualified Financial Consultant, with commendable experience. He earned his clients, just through the word of mouth reference from the people whom he served to their best satisfaction. An able advisor who has a customer angle and always believe to "Find Product for the customers need and not searching the customers for the products". He plays a vital role for the customers as their Fund Manager, Asset Manager, Advisor, and Portfolio Manager and now with a client base of 7500+ customers managing the asset worth of 600 crores.

OUR VISION

  • To be progressive leader in financial consultancy sector and to provide the best of financial planning for our clients.
  • To be the most passionately referred consultant for the optimal and professional service provided by us at CRK.
  • Become the most trusted consultant for the best end-to-end service provided with the best of technology empowering customers make the right decision towards their prosperity.



OUR MISSION

Customer is our Master

  • Committed to provide effective, efficient service with integrity.
  • Right planning at the right time with utmost fidelity.
  • Building lifetime relationships by earning trust.

ACHIEVEMENTS AND EXPERIENCE

  • Reached Rs 200 crores Mutual Fund AUM in 2023
  • ISO 9001:2015 CERTIFIED ORGANISATION
  • Have been in the financial industry since 2002.
  • TOT Member for the past 3 years, since 2021-22
  • Have contributed in making our client 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)
  • Invited for the All India Ace Competition at Macau, Hong Kong in November 2014
  • Honoured by STAR Health Insurance for being the Top Performing agent since 2017.
  • Attended the prestigious MDRT Conference at Florida in June 2017, Los Angeles in 2018, Sydney in 2019 and so on until the latest one in Nashville in 2023.



OUR SERVICES

CRK Financial is a Single Point Service Provider for the investor with following services.

  • LIFE INSURANCE - Policies for Education, Marriage, Pension, Life
  • MUTUAL FUNDS - SIP, STP and Lump sum, ELSS
  • ALL COMPANY DEPOSITS - Fixed and Cumulative
  • POST OFFICE DEPOSITS - Fixed, Recurring
  • GENERAL INSURANCE - Medical, Vehicle, General & Travel
  • BONDS - Tax-Free Bonds, Capital Gain Bonds, GOI Bonds
  • INCOME TAX - Applying of PAN Card, IT filing, Tax planning
  • DEMAT - Shares & Trading
  • OTHERS - Non-Convertible Debentures

PORTFOLIO MANAGEMENT & DIGITAL SERVICES

  • Secured Website
  • Wealth Portfoilo
  • Fingertip info on your Investments
  • Service Request
  • Pay Premium online
  • Periodical renewal / Maturity reminders
  • Mutual Fund - EKYC
  • New/Renewal of Medical Insurance
  • New/Renewal of Vehicle Insurance
  • Transact Mutual Funds Online (SIP, STP, SWP, Purchase, Redemption, Switch)

INFRASTRUCTURE

  • Secured Website
  • Mobile APP: We have our personalized Mobile APP – “CRK” 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 office empowered with latest IT infrastructure to serve clients
  • Staff: Well-trained 25 staff members to handle all customer requirements
  • Customer Support: 24X7 online accessibility through www.crkfs.com
  • Service: Door-step service provided by our staff on just a phone call from your place

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