At CIIS, we are committed to finding unique solutions for your financial needs

Client-Centered Approach

In-depth analysis of the financial profile and goals of the client keep us focused on personalised solutions.

True Wealth Management

Unlike websites or bots; our advisors bring the human element into the equation; thereby ensuring focus on financial decisions from a personal & family perspective

Easy & Efficient Process

We offer unparalleled convenience by offering a dedicated Financial Advisor model that ensures you can focus on things that matter most to you without worrying about managing your financial decisions.


Our dedicated research empowers you to achieve your goals

Our work draws on our experience of managing over 200+ clients with an aggregate portfolio of  INR 50 Cr. 


Retirement Planning

Aimed at middle & senior management professionals looking to let their money work harder for them when they hang the boots of their professional careers.

Partners in growth

For the young couples planning their financial life ahead, we offer personalised planning that encapsulates all your needs & goals.

Wealth Management

For the shining stars of the Indian economy whose ambition is larger than life and they need a team which can measure up with their vision.

Planning for Family Goals

Your family deserves the very best when it comes to planning their financial future & goals.

Comprehensive Financial Planning

Our team of experts represents strong understanding of equity, debt & insurance products thereby ensuring expansive & robust advise for you. No matter how complex, the instrument, we have got your back.

You First

For us, it's "You first" and unlike investment portals; we are not working with the mandate of selling a particular brand or type of financial product. Our views are incisive and independent.

Value for you

Advising hundreds of our clients puts us in front of several unique moneymaking opportunities that are not available in the open market. We are committed to passion on the benefits of this network effect.

Outstanding, Experienced Team

We drive results through expertise & experience. Our strong hiring benchmarks ensure that you are always in learned company so that your time & money is delivering outstanding ROI.


Solutions for every responsible professional

Our clients represent a wide spectrum of professional endeavours. Some are high flying corporate executive & others are dynamic entrepreneurs but what joins them together is their unwavering commitment to their financial goals & objectives.

I get a very good advice even at the time when most of the investment companies are avoiding to get in touch with existing customers . I feel “Care “ is the core value with which these people operate . Way to go 👍👍

Sweta khare Branch head, Max life insurance

I have worked with A2Z investment for almost all of my investments and financial advice. Avdhesh explains things clearly and he is incredibly knowledgeable person. I see him not only a trusted adviser but also an extention to my assets on whom I can rely heavily for all my financial investment. I can sleep better at night knowing that my money is at right place and someone is monitoring it and I am not going to caught out by a taxman as he does everything legally and as per the rule book. Thanks A2Z for your services and keep it up.

Rohit Vermani BPM solution Architect, Sunlife financial services

I was looking for a competent advice to invest money in mutual fund. After discussing my financial goals with Avdesh, I felt confident that I could achieve them. I started investing as adviced and It's been more than a year and I am ahead of my goals timeline. All the discussions I had till now have been fruitful and it has been a wonderful experience.

Ahsan Khan Infrastructure Specialist,IBM India

    Fundamentals drive success!

    Life Insurance

    Term Insurance
    Guaranteed Plans
    Endowments Plans

    General Insurance

    Health Insurance
    Personal accident Insurance
    Motor Insurance
    Travel Insurance

    Mutual Funds



    Our Financial Process

    01. Understand

    We spend time understanding your financial profile & goals.

    02. Research

    Pur financial analysts undertake through research to identify tools that can help you achieve your goals.

    03. Financial Plan

    We share a modular plan that provides alternative routes to achieve your goals with their risk profiles.

    04. Implement

    Timing is everything when it comes to financial success. We implement the right trades at the right time so that you can win!

    Like what you’ve seen? Get in touch to learn more

    Let's build something awesome together!