Avdesh Mishra
Founder and Managing Director
Avdesh is on a mission to create 1,000 millionaires (USD) in India by making financial planning simple, strategic, and accessible. As the founder of CIIS (Caterpillar Insurance & Investment Services), established in 2018, he works closely with busy and ambitious professionals, empowering them to achieve financial freedom through tailored money management strategies and processes.
Inspired by the transformation of caterpillars into butterflies, Avdesh believes in building investment portfolios that deliver exponential growth and long-term stability. This philosophy has enabled countless clients to turn their dreams into reality, and witnessing these successes brings Avdesh immense joy and purpose.
A personal setback at the age of 27—losing all assets in the stock market—became the turning point that underscored the importance of financial planning and the role of a financial coach. This experience, coupled with the lessons learned as an entrepreneur, shaped his expertise in strategic wealth creation and risk management.
Dedicated to preventing others from enduring similar financial hardships, he offers expert guidance to help clients navigate the complexities of personal finance with clarity and confidence.
Vikas Yadav
Co-founder and Head of Research
Vikas Yadav achieved financial independence at the age of 38, driven by a deep understanding of personal finance and equity markets. Now, he channels his passion into empowering individuals to take control of their financial futures.
With over 11 years of experience in equity market investments and more than 2 years of hands-on personal finance practice, Vikas combines technical expertise with practical insights to deliver impactful financial solutions.
Vikas is a proud FPSB® certified professional, holding certifications as:
• Investment Planning Specialist
• Risk and Estate Planning Specialist
• Retirement and Tax Planning Specialist
A mechanical engineer by qualification, Vikas brings a unique perspective to his work, honed by 15 years of experience in research and development. His ability to simplify complex concepts, coupled with his meticulous approach to detail, has enabled him to create tailored, easy-to-implement financial solutions for a wide range of clients.
Whether it’s planning investments, managing risks, or crafting strategies for long-term financial security, Vikas is committed to making personal finance accessible and effective for everyone.