Your financial planning should evolve with you.

Our team of financial experts ensure that your financial decisions are in sync with the market situation, your age, career stage, family responsibilities & long term goals.

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How it works

WHO WE ARE

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.

SERVICES

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.

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Partners in growth

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

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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.

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Planning for Family Goals

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

Let's plan for your family

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.

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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.

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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.

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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.

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WHY US

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.

Complimentary financial planning template
Coverage of top investment instruments for you
Insurance products that offer security & ROI
Dynamic advice based on current market situation
Real time updates on your portfolio vide our app

Free Financial Planning Report

OVER THE EDGE SOLUTIONS

Fundamentals drive success!

Life Insurance

Term Insurance
Guaranteed Plans
Endowments Plans
ULIP

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General Insurance

Health Insurance
Personal accident Insurance
Motor Insurance
Travel Insurance

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Mutual Funds

Equity
Debt
Hybrid
ELSS

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ALWAYS GIVING YOU EXTRA

Our success is reflected in the
achievement of our client's objectives

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Life insurance sum assured

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SIP

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Satisfaction Rating

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HOW WE DO THE JOB

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!

Edit

I have worked with CIIS 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 CIIS for your services and keep it up. Thanks

Edit

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 👍👍

Edit

I have been taking financial advice from Avdesh for the past 2.5 years now. He gives very sound, crisp and valid advice, and provides tailor made financial solutions for your needs. Be it insurance, mutual funds or any other type of long term or short term investment, i can vouch for his advice and be assured that my investment is safe and will provide market benchmark beating returns. A person with a sharp mind and an astute financial sense, he is also very warm and friendly with whom you can discuss your financial goals and problems with great ease. Keep up the good work!

Edit

Being served for last 4 years, its an amazing experience the way Avadesh and his team has guided me for securing financial stability for my unplanned future and looking ahead to have this bond for many more years. Thank you team and keep it up.

Edit

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.

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Let's build something awesome together!

Get started now

Your financial planning should evolve with you.

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

Client-Centered Approach

True Wealth Management

Easy & Efficient Process

Our dedicated research empowers you to achieve your goals

Retirement Planning

Partners in growth

Wealth Management

Planning for Family Goals

Comprehensive Financial Planning

You First

Value for you

Outstanding, Experienced Team

Solutions for every responsible professional

Fundamentals drive success!

Life Insurance

General Insurance

Mutual Funds

Our success is reflected in the achievement of our client's objectives

Our Financial Process

01. Understand

02. Research

03. Financial Plan

04. Implement

Let's build something awesome together!

Our success is reflected in the
achievement of our client's objectives