1964
Foundation
The firm was founded and began its journey in the insurance sector.
Three generations. One legacy of trust.
The firm was founded and began its journey in the insurance sector.
Established the first professional insurance office in Central India, creating a structured office culture to deliver best Professional services in the Insurance Sector.
Shri Ramawtar Agrawal became a prestigious Zonal Manager's Club Member of LIC of India.
Shri Ashish Agrawal joined the business at the age of 18 and carried forward the family legacy.
First to install computers with life insurance software and develop a technology-driven system.
Became a member of MDRT (Global Professional Life Insurance Forum, USA) and Every year we are continuously achieving this recognition of MDRT as on date.
The firm expanded their business in Health Insurance and Loans Vertical
One crore First year Premium (NSP) Achieved and recognised with Court of the table (COT).
Karan joined the business and Entered into Security Market Advisory , Mutual funds. Additionally we stepped into a new business by opening A play school which in today’s date has become one of the best play schools of Bilaspur.
CA Megha Agarwala joined the organization in 2024, Along with the other partners, she has co-led the establishment of MAK Accounting & Bookkeeping Solutions LLP, a venture focused on providing international accounting and bookkeeping services, thereby expanding the firm’s global capabilities.
