Avdeshh Mishhra
On a Mission to Create 1000 Global Millionaires by 2047 in India | Investment Strategist for High-Earning Professionals | Founder, CIIS I IIM Calcutta
- Role
- Chief Executive Officer at Avdesh Mishra Capitals Pvt Ltd
- Location
- Gurugram, IN
- LinkedIn followers
- 500 followers
About Avdeshh Mishhra
As the Founder & CEO of Caterpillar Insurance & Investment Solutions I’m dedicated to helping high-earning Indian millennials achieve financial success through personalised and up-to-date investment advisory services. My mission is to create global millionaires in India by 2047, and I’ve been committed to this goal since 2018, having helped over 200 families with their investment planning. At CIIS, we prioritise transparency, trust, and truth in all our interactions, ensuring our clients are always informed and confident in their financial decisions. I stay at the forefront of financial trends and regulations to provide the most current and effective strategies for wealth accumulation and preservation. My services are tailored to meet the specific needs of high-earning young professionals, covering investment strategies, tax optimisation, debt management, and estate planning. As a ‘friendly financial coach’, I bring a unique blend of expertise and empathy to my practice, fostering strong, lasting relationships with my clients. If you’re a high-earning Indian millennial looking to optimise your financial future, I invite you to connect and explore how we can work together to achieve your financial goals.
Experience
Chief Executive Officer
Avdesh Mishra Capitals Pvt Ltd
Feb 2018 — Present · New Delhi, IN
As the CEO of Caterpillar Insurance & Investment Solutions, I am on a mission to redefine financial planning and empower individuals to achieve their dreams. At Caterpillar, we are committed to democratizing financial planning and paving the way for a thousand millionaires in India.Key Achievements and Responsibilities:Visionary Leadership: At the helm of Caterpillar, I provide strategic leadership that drives innovation and puts our clients at the forefront of our solutions.Financial Empowerment: Our primary focus is guiding ambitious professionals towards financial freedom by tailoring money management strategies to their unique needs.Metamorphic Growth: Like caterpillars transforming into butterflies, we help clients build portfolios that yield exponential growth and lasting stability.Personal Transformation: My own journey, which included a significant setback of losing all my assets in the stock market at 27, inspired me to create Caterpillar, ensuring others avoid similar financial pitfalls.Core Values: At Caterpillar, we uphold the values of Transparency, Trust, and Truth, placing our clients\' interests above all else.Comprehensive Services: Our comprehensive services encompass Comprehensive Financial Planning, Investment for Children, Tax Planning, Financial Protection, Mission Crorepati by 40, Life-Altering Events, Advanced Retirement Planning, and Pension and Retirement Planning.I invite you to join us on our mission and connect with me to embark on your financial journey towards prosperity. Together, we can make your financial dreams a reality!#FinancialPlanning #CEO #Empowerment #WealthCreation #FinancialFreedom
Education
Indian Institute of Management, Indore
Executive Programme in Strategic Sales Management, Sales, Distribution, and Marketing Operations, General
Guru Gobind Singh Indraprastha University
Master of Business Administration - MBA, Marketing
2015 — 2017
Delhi University
Bachelor's degree, humanity
2012
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