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About Avner

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About Avner

At Avner, we work on ideology of wealth preservation and creation and manage risk by suggesting our clients fundamentally strong products. Selection and process is key to our success and of course part of our advice.

Avner is one of the among Top market players in providing Liability Insurance, Indemnity Insurance, Workmen Compensation, School (contents buses and staff), Factory Insurance, Export & Import Insurance, Marine Insurance, Home & Mortgage Insurance, Gratuity & Leave Encashment, Group Mediclaim policy, Group Personal Insurance policy, Motor Insurance. Regarding life insurance, we majorly prefer and deal into Term plan in real sense of Life to be insured.

Promoter of Avner have successfully guided more than 5000 individual and corporates to achieve their financial solution/goal.

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Our Vision Statement

  • To Provide Innovative and Customized Products & solutions in the field of Risk & Financial Planning (Management)
    To Support socially & economically backward class of people through CSR Initiatives
  • To promote products and services honestly and with transparency and build long lasting relationship
  • Personalized human touch with high end technology support for employees and associates for ease of operations and better customer service

Our Mission Statement

To build a platform to bring financial freedom and revolution with help of latest technology

Our consultants have similar professional and educational backgrounds to those at generalist strategy consulting firms but with a significant advantage: 100% of Putnam’s work is dedicated to maximizing the value of the pharmaceutical, biotechnology, diagnostic and device products.

Integrity
OPERATIONAL EXCELLENCE
INNOVATION
CONTINUOUS IMPROVEMENT

About Director

Lalit Agrawal, after years of corporate experience, decided to jump into the startup bandwagon and has put together the Avner venture. He has a vast experience of 25 years and is a veteran of Insurance Industry. He started his Insurance journey way back in 2007 as Agency Manager with highly ranked Aditya Birla SunLife Insurance Co., and was promoted within a year to Branch Managergiven his excellent achievement & performances. He has since led one of the most promising teams in the industrywhile climbing up the corporate ladder.

Later, he worked with the World No 5ranked Insurance giant AVIVA as Branch Head, Cluster Manager for South Gujarat region, and was promoted to Zonal Manager for Maharashtra Region for his achievements where he served until he decided to call it quits and venture ahead.

He specializes in Employer-Employee Insurance, Key man & investment under MWP Act and most of all Group Insurance apart from guiding retail investor on day to day basis, keeping in line with the base theory of 360-degree Financial planning.

Mr. Lalit Agrawal has won more than 50 awards in the last 10 years on multiple occasions for his excellence in customer-product match, in bringing out results &overall regional team performance. He has been awarded not only in India but also in abroad like Thailand, UAE, Dubai, Singapore, Russia etc. for his achievements, ethical business conduct and is considered an authority in financial planning.

Lalit Agrawal

DIRECTOR