Simplified
Financial Planning
At CIIS, we believe in the power of forethought. We believe that no matter what your situation is, or what you might face in life.

WE ARE

Caterpillar Insurance & Investment Solutions

At CIIS, we believe in the power of forethought. We believe that no matter what your situation is, or what you might face in life, you deserve to and CAN build a beautiful, secure and reliable future where you achieve your goals and dreams. While we are driven by the Big Picture frame of mind, we will never let you compromise on your present. 

Play Video
Be a Hero!
We don’t let our heroes be penny wise and pound foolish. We see a lot of people risking a hard-earned money just gain some hundreds or thousands of rupees. We don’t let that happen. At CIIS, we care about every penny you invest with us.
Ellipse 1 copy 8
Transparency
Transparency
We are known for being transparent and honest in explaining products and rendering services.
Trust
Trust

Servicing our clients for multiple generations is our goal and trust is the fuel we infuse it with.

Truth
Truth
Like a doctor, we present the facts and the truth for a healthier financial future.
0 +
Satisfied Clients
INR 0 Cr+
Aggregate Portfolio
0 %
Delightful Experience
OUR PURPOSE
Transforming our Customers’ lives from being Anxious & Confused to being Confident and Relaxed.
We follow a scientific money management process to take our customers to their flight to financial freedom.
Get a Highly Customised Financial Roadmap
Comprehensive Financial Planning

Get a blueprint. Be confident of your financial success.

Investment for
Children

Feel in control and create a certainty for their future.

Tax
Planning

Align your tax-savings with your investments goals.

Financial
Protection

Create a sense of financial security & self-worth.

Mission Crorepati
by 40

Create a business and a lifestyle of your choice.

Life Changing
Situations

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.

What People Say
Testimonial Image

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.

Prateek Ojha
Manager, HubSpot, Dublin, Ireland
Testimonial Image

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
Assistant Professor, Birla Institute of Technology
Testimonial Image

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.

Gaurav Singh
Lead Engagement Manager, T&A Consulting, Gurgaon
0 +
Years Of
Experience
A note from the Founder,
Avdesh Mishra
After losing my entire assets in the stock market at the age of 27, I realised the importance of financial planning and a financial coach. Being an entrepreneur also taught me the importance of strategic wealth creation.

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.
Blog
The Financial Success you desire is now within your reach!
Connect with us to begin your journey.
Don't miss any updates
Subscribe now to get the latest news and updates about the market trends.
Let's Connect for a Better Future!
WordPress Cookie Notice by Real Cookie Banner