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We are associated with Insurance Sector since 1944. Our Grandfather Late Sri Manik Chand Khaitan sowed the seeds of tree now bearing the fruits which are enjoyed by us & our clients.



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My family is also fully involved in insurance.

My Grandfather, Late Manik Chand Khaitan was also one of the LIC veteran after independent days since 1956 & before pre-independence days as sun life agent since 1944.
   
My Father, Sri Atam Prakash Khaitan worked as D.O. in LIC since 1963 and retired on 2003 & still active at present.
   
My wife Anju Khaitan is agent since 2002, Branch Manager Club since 2008 and Divisional Club Member since 2009 & Zonal Manager Club since Sep.2015 & near Chairman Club Member under No. 1 D.O. Mr. M. R. Nag in Kolkata.
   
My Brother, Mr. Natwar Lal Khaitan is agent since 2008. 

 Qualification & Achievements

 Online Service Facilities

All Intimation & Reminders like Premium Due Date, Maturity Date, Money Back Date, Newsletter & Product Information are periodically forwarded via Email & SMS to alert our clients.

Our Clients can view their Insurance Portfolio through our Website www.aim4u.in or Mobile App “yashwant khaitan”. These bring your Insurance details & needs at your door step. So all your Insurance Portfolio are in your Finger Tips.

 

 Our Service Activities

We handle LIC, Mediclaim, Motor Vehicles & claim related to all types of Business or Commercial Insurance. Apart from the above we provide all types of Services related to insurance Sector. We have a team of experienced staff who help & assist our clients to select between the types of Policy available. Our aim is to provide to our client Maximum gain at low pain. To cater these needs of our clients our team is regularly trained & updates with all new concepts & policy that are followed by the Insurance company. We are master in reviving Deed policies.

Service Activities:

  1. Premium Point.
  2. Premium paid Certificate.
  3. Premium Mode Change.
  4. Change of Address.
  5. Correction in Policy Bond.
  6. Hand Delivery Policy Bond.
  7. Duplicate Policy Bond thru Affidavit.
  8. Title Change after Daughter’s Marriage.
  9. DAB Addition at the time of Major.
  10. Change of Nominee at the time of Major, Married & on Death.
  11. Lapse Policy Revival means like New Policy Rules Applicable.
  12. Premium & Maturity Intimation thru SMS, Mail & Phone.
  13. Premium Calendar Chart with Loan Interest & Comprehensive Chart.
  14. Renewal  Intimation for Mediclaim & Motor Insurance Every Year.
  15. Outstanding Claims Follow Up on Daily Basis & Resolve it.
  16. Claim Intimation, Document Collection, Submission, Re-Submission of all papers, solve all Problem.Transportation, Continuous Follow up via Phone, Asking & Reporting to clients to

                                                                     

  Value Added Services.

A) Revive Deed Policy:

We are master in reviving Deed Policy.

B) Bank Related Services:

Surrender Value Quotation for Bank Purpose.

Assignment to Bank & Re-assignment to Policy Holder.

C) Loan against Policy:

Loan is arranged against all types of Policy.

 

What we do: One stop shop for all your Insurance & Financial needs.

 

Performance, Achievements,  Honours, Awards, Recognition & Certificates

       September 2015 ZM Club Membership     

       January 2014 MDRT                                      

       January 2014 Star Performer                         

       December 2013 Super Star                             

       March 2012 wealth Manager                        

       October 2007 Centurion Agent Award

       January 2007 MDRT

       June 2006 Bima Ratna & Golden Jubilee Merit Award

       February 2006 Merit Award

       January 2002 Started Career as LIC Agent

 

Sector Wise Clients: List of Major Clients are Given on another Page.

 ‘Trust’ is our Core Value.

 

For Further Details:

Please contact: (+91) 98310-05921/ 98316-05921

You can also E-mail at "yashwant_khaitan2009@yahoo.com" or "support@aim4u.in" For more information you can connect us on our website "www.aim4u.in" &

through Facebook & Linkedin.

Download our free App “yashwant khaitan” (From Google Play Store).

 
 

Vision:

To set the benchmark by being the “Best in its Class” in our fields and to create value for our customers, wealth for our policy holders. To become the first choice wealth advisors for medium-high net worth individuals.
& a future for our employees, while giving back graciously to society a piece of our success. 
To be No. 1 in the field of insurance.  Prove that Insurance Business is the world’s best & noble profession.
Bring Professionalism in Insurance Business in India, so that Parents will motivate their children to become Insurance Professional.

Mission:

To achieve international standard of excellence in all aspects of finance & business with a special focus on customer service. Adding more to life of all individuals by providing personal touch, security & customized solutions to make their dreams comes true.

 
 

 

 

 

 

 
 
 
 
 
 
 
 
 
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