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.
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.
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.
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.