His deep and personal connections with his clients have enabled him to have a friendly presence in their lives.
How will it be if your financial planner is not just someone who is knowledgeable but also someone who empathically understands you and provides you with friendly and not preachy advice? Yes, that’s how our Founder, Avdesh Mishra, CEO at Caterpillar Insurance & Investment Solutions (CIIS), personifies A Friendly Financial Coach.
His dream is to create billionaires and make financial planning accessible to all. Be it a Full Financial Planning or Protection, Tax Management, Investments for Children or becoming a Billionaire at age 40. He is on a mission to bring ease and comfort through financial security to his clients.
Known for taking personal responsibility for the work committed
Because, for him, small things in business relationships also matter
Keeping the client’s interest foremost, comes naturally to him
A Knowledge giver and always updated with latest information on Finance
Stands and supports his clients during unexpected and challenging moments
Understands the power and feeling of confidence that stems from financial security
I appreciate Avdesh’s instant query resolution, attention to detail, the push to invest to achieve goals. I am super happy and satisfied. More than that I sleep well at night without thinking much about my investments.
Abhijat Varshneya
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 ethics.
Dr. Ajay Kumar
Avdesh is dependable and trustworthy, above all, he will give you the right advice considering long-term vision. He understands his clients’ requirements well and suggests appropriate investments.
Gaurav Agrawal
Born into a humble North Indian family, Avdesh is an amalgamation of his mother’s determination and zest for knowledge, as well as his father’s sharp intellect and fiery spirit. He possesses an entrepreneurial spirit from a very young age, but like most young people, he did not immediately discover his passion.
Avdesh has never shied away from exploring and taking risks, be it during his young years or in his career. His source of strength and inspiration lies within a unique quality of determination and resilience that has helped him navigate the highs and lows of his life.
He has navigated plenty of roadblocks in his life, including a period of great financial distress where he hit rock bottom. However, not one to let life’s curveballs deter him, he used this turmoil as a lesson that would eventually inspire him to create CIIS.
Making clients feel safe and financially cared for is something Avdesh learnt from his own personal experience with finances.
After being inspired at a Career Guidance seminar in 12th grade, Avdesh got a Cabin Crew Diploma and started working at Qatar Airways at nineteen.
He completed his graduation and while pursuing his MBA, Avdesh also worked at a Business process outsourcing (BPO) to support himself financially.
While working at the BPO, he dabbled in stock market trading and later he quit his job to pursue stock trading full-time and he ended up losing a large sum of money.
Avdesh worked as an insurance agent and he realised a majority of people did not invest in risk management and protection of their wealth due to lack of awareness.
The financial crisis he had to overcome personally became a driving force behind the foundation of CIIS. It gave him the opportunity to help people from his own experience.
OUR FOCUS
We focus on you first. It’s not about selling any financial product to you. Our goal is to benefit you with the right set of investment solutions.