About CIIS
Let’s Plan to Make Your Life Easy

At Caterpillar Insurance & Investment Services (CIIS), we believe that Financial Growth is not an overnight journey but a gradual process of metamorphosis. Like Caterpillars in nature that silently and effortlessly transform into Butterflies, likewise, we help charter the flight to financial freedom so your money can grow exponentially.

We also know that you are busy, and we understand that wealth creation sounds complicated to you. And, we are here to simplify it, for you and encourage you to set the foundation for a secure future by introducing you to easy, accessible, and friendly (not preachy) Financial Planning!

Our Maxim

We are driven by a people-centric, not a profit-centric, ideology. We want you to get the optimum value for your hard-earned money.

You can count on us to be there for you, no matter what the future holds. We will help you overcome your hurdles and live a life of confidence and happiness.

The CIIS Speciality

At CIIS, we celebrate your individuality.

Each client has a distinct uniqueness – be it in their stories, personalities, goals, or aspirations.

Your uniqueness inspires us to create personalized plans that are tailored to your needs, goals, and financial situation.

We want you to be the Hero of your Financial Journey.

When you choose CIIS, your dreams and aspirations for the future will be fulfilled without compromising on the present. Helping you go on your dream holiday will be an equal priority as that of ensuring a secure retirement.

For your Financial Health
Helping you make the Right Decisions
Simplified Process and Ease of Access
No-more long call-centre waiting times
No exhausting document searches
Who we work with
Young Professionals

As we advise young professionals on how to achieve their goals and prepare them for their future responsibilities, if you are one of them, let’s set the foundation for your success. If you want to be a Crorepati at 40, we have a plan in place for you. 

Recently Married Professionals

A marriage is a big milestone of transition, and hence we help newlywed couples create an action plan for their finances, enabling them to accomplish their goals together. Got recently married? Let’s help you sail financially through your marriage with total confidence and peace of mind.

Professionals with Young Children

We assist our clients in planning for their children’s bright and successful futures by pursuing long-term goals for the entire family, such as term insurance, education corpus, and overall family prosperity.

Approaching Retirement

Be a hero and get a financial portfolio that ensures dignity, happiness, and independence after retirement, with a wide range of insurance and investment tools. When you plan the smart way, you make life easy not just for yourself but for your family too. 

Have a Question?

We are living in the information age. You are bombarded with articles, videos, and so-called reels that provide investment information. A coach, on the other hand, tells you what you need and assists you in transitioning from where you are to where you want to be, or at times, where you should be. 

A financial plan functions like a road map, allowing you to reach your destination more quickly and without as many roadblocks (losses). It helps you achieve a balance between the present and the future.

This is highly subjective and dependent on your age, lifestyle, obligations, and future goals, among other factors. We are sorry, but as a responsible business, we cannot provide you with ambiguous responses.

There are numerous tax-saving investment options available. But the one you choose must align with your risk tolerance and future objectives. Consult with a consultant or a coach.

As soon as possible to maximise the benefits of compounding. Before clicking the purchase button, you must consider your risk tolerance and asset allocation.

Consult With our specialist now
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