Anxious about Finances?

Simplify
Financial Planning
With X -Capital

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

Discover qualified agents who simplify home buying. We streamline the process, taking the stress out of finding your dream home.

Life Changing
Situations

Experience excellent service in your real estate journey. Our expert agents make home buying, renting, and selling a breeze.

Advanced Retirement
Planning

Experience excellent service in your real estate journey. Our expert agents make home buying, renting, and selling .

Pension and Retirement
Planning

Customer care is our top priority. We're dedicated to providing exceptional service throughout the process.

Caterpillar Insurance & Investment Solutions

Transforming Lives through Smart Investments

X-Capital

Fear of fine print is the main obstacle for investors. Lack of sufficient direction and hectic schedules are other significant obstacles to investing. As a company, CIIS is dedicated to principles that simplify your financial life.

Transparency

We are known for being transparent and honest in explaining products and rendering services.

Trust

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

Truth

Like a doctor, we present the facts and the truth for a healthier financial future.

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.

Satisfied Clients
0 +
Aggregate Portfolio
1 Cr
Positive Experiences
0 %

What People Say

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.
Kishan
Customer
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.
Virat Singh
Customer
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
Anil Kumar
Customer

The Financial Success you desire is now within your reach!

Helping Busy, Ambitious Professionals Live with Confidence and Security by giving them Personalised and Structured Financial Plans Befitting their Needs and Goals.

Services

Comprehensive Financial Planning
Investment for Children
Tax Planning
Financial Protection
Mission Crorepati by 40
Life Changing Situations
Advanced Retirement Planning
Pension and Retirement Planning

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