Dilzer Consultants Private Limited

सामान्य जानकारी

Dilshad Billimoria is the Director and Chief Financial Planner of Dilzer Consultants Private Limited.

She is a CFPCM Certificate Holder from Financial Planning Standards Board of India (FPSB). Dilzer Consultants Private Limited is a SEBI Registered Investment Advisor. License No: INA 200002239.

The above certifications, ensure, the Financial Planner has a fiduciary responsibility and always works in the interest of the client. The Financial Planning Division of Dilzer Consultants Pvt Ltd, has also attained ISO 9001(2008) certification.

MISSION STATEMENT
To be consistently client-focused, providing holistic financial planning and need-based investment solutions with a view to maximizing returns and creation of wealth commensurate with the client’s investment goals”.

Dilzer Consultants Private Limited has over 15 years of experience in the financial advisory domain. With over 262 clients, we have created financial peace and independence in the lives of many people and helped them realize their financial goals. Our clients are from all over the world, including, India UK, USA, New Zealand, Brazil, Dubai, Abu Dhabi, and Singapore.

We offer a progressive planning practice that differentiates itself by being disciplined, well researched and profitable. Our processes and practices start at grassroots, ensuring all angles are covered in the decision making process.
It is our belief that by providing a personalized and consistent service experience, we ensure long and fruitful relationships with our clients. We have an all woman's team that are dedicated to meeting client needs, goals, aspirations and focus our energies in making this happen for our clients!

Our Value Systems are intact and Client Interest foremost. Integrity, and Fiduciary Capacity of our client, is of paramount importance. We always work in the interest of the client and suggest the best possible solution given the information available to us. We are transparent about our services, fees and what we can and cannot deliver and the same is communicated in our Letter of Engagement with our clients.

Awards and Achievements
• SEBI Registered Investment Advisor. License Number INA200002239
• Outlook Money Helpline Panel expert since July 2013.
• ISO 9001(2008) Certification for Financial Planning Division of Dilzer Consultants Pvt Ltd
• Dilshad is the Joint Secretary of Council Of Financial Planners (COFP). A forum of Certified Financial Planners.
• 2008 CNBC TV 18 : Best Independent Financial Advisor nominee.
• Certified Financial Planner (CFP) Financial Planning Standards Board India since April 2008. (Among 2000 investment professionals in India and 3000 the world over, dedicated to providing quality investment advice on financial planning.)
• Life Underwriter Training Council Fellow LUTCF American College USA and IAIFM June 2007.
• Insurance Regulatory Development Authority of India (IRDA) Certified.
• Association of Mutual funds for India (AMFI) Certified.
• Contributes articles in Media to Mint newspaper, outlook money magazine, money control, myiris, ET Wealth, Business Line and bloomberg.
Million Dollar Round Table Top of the Table qualifier. 2002, 2003, 2004, 2005, 2006, 2007. Court of Table 2014, MDRT 2015.