Comprehensive Financial Planning
Get a blueprint. Be confident of your financial success.
Feel in control and create a certainty for their future.
Align your tax-savings with your investments goals.
Create a sense of financial security & self-worth.
Create a business and a lifestyle of your choice.
Smartly plan and get better control on spending patterns.
Advanced Retirement Planning
Enjoy a happy, independent and stress-free life.
Pension and Retirement Planning
Ensure a balanced portfolio with surplus liquid funds.
Human interaction is way better than getting advice from any portal or websites or bots. While working with CIIS on my goals, I got more personalised advice which was a perfect fit to my requirements and goals. I have had a great experience with all the advice and funds that Avdesh has recommended me. Never regretted any of the investments made after consultation with him. I like his honesty and candidness about the market situation and setting right expectations for my return. I wish I had started investing early.
Mr. Avdesh Mishra explained all my queries related to health and term insurance in the simplest way. The most important thing for me is time. I like his punctuality and work ethic. He helped to select the right medical plans and his timely advice on investments has always benefited me. He has an amazing personality and works with great dedication. I found him as a perfect advisor for investment and insurance solutions. I would highly recommend, because from my own experience I found CIIS, the best in this business. Talk to Avdesh and he will give better clarity regarding investments and other beneficial plans.
Dr. Ajay Kumar
I have learned a lot about financial markets from Avdesh. He is an avid reader. He is an astute finance professional with a wide spectrum of knowledge in business, finance, and the economy. Avdesh is a warm-hearted, easy-going, lively, and energetic person. He has a witty sense of humor. He is a good listener and considerate toward others. It is fun to be around Avdesh as he is someone with whom you can talk on a range of topics such as finance, business, philosophy, and culture.
My deepest desire is to make financial planning accessible and to help you navigate this financial world with strategic advice and guidance. With a scientific money management process, let’s minimize your risks and maximize your rewards and get you to financial freedom.
I want to prevent another person from going through the agony of losing their hard-earned money, like I did.
Connect with us to begin your journey.