Dilshad is intelligent, highly focused, to the point and always ahead of time in term of her financial advisory and makes your feel involved & comfortable to take decisions with her elegant charm & personality. She always stands by you & facilitates right decisions with her pulse of market & financial wizardry at such an early age of her profession. The good thing about her is that she never burdens you with unnecessary stats and jargon of her specialization. She is a good communicator & will definitely achieve a great height in her business of financial planning. I rate her amongst the best in the field & wish her great success.
- Alok Sapre
Dilshad has always given great advice. she is very professional and on time. She always talks sense. would recommend her to anyone.
Dilshad is a meticulous, diligent and highly efficient Financial Planner. She is extremely knowledgeable about all financial aspects and developments. The service she has provided us has been consistently good and useful. It also helps that she is easily accessible for any query.
- Karun Thekepat
Dilshad is a through professional and a true leader in her field of financial consulting. I have been working with her last 5 years and truly impressed with her depth of knowledge both for mutual funds and investment market at a macro level. She meticulously works with her clients to help them move to their goals. She guided me on various investment products with short- & long-term goals. I strongly recommend Dilshad as a financial adviser for those who needs a long-term guide to build capital.
- Rajiv Nandi – Global Delivery Executive at I
I have been taking her support in Financial services in Mutual funds and Insurance for the last 13 years. She has responded very well to my needs and taken good care of the investments. She is so good that I continue to use her support.
- Raghavan Sounderarajan
Dilshad is a thorough Professional. She has a good knowledge of the market. Advises suitably for one’s financial investments. She has been a very good help in my Financial Planning.
- Padma Ashok
We have used Dilshad’s services over the last one year and have been very happy with the outcomes. I have found her to be very professional and thorough in her approach, she makes time to fully explain the details whenever I have had any questions or needed clarity on any of her recommendations. She has helped my spouse and I maintain a good fiscal discipline and we feel quite confident of the future knowing that she is managing our finances. Her staff are very polite, prompt and efficient in all their interactions.
- Rohini Kamath
Dilshad has been my financial advisor since the mid-2000s. She is very professional and understands the mutual fund market in India very well. The process of investment, portfolio review based on my needs, and redemption of funds has been silky smooth. She actively manages my portfolio and gives good timely guidance that has always resulted in capital preservation and growth. Apart from being my financial advisor she has grown to become a very good friend. You can’t go wrong with her services. She and her team and awesome.
- Director of Platform Engineering eBay -San J
Dilshad is a brilliant professional. Her promptness at expediting work issues is worth recommending. I would recommend her professionalism to whoever appreciates hard work with intelligent knowledge at financial planning.
- Firdaus Rabadi
Dilshad is by far, amongst the best investment consultant and advisor I have met. Extremely competent, well -informed, transparent and customer-need focussed, her interaction style makes all the difference. Dilshad has the rare ability to assess the perfect mix of investment options depending on each individual’s requirement and vision, all with a professional yet friendly approach. I would recommend Dilshad’s services to anyone who is seeking sensible, well- informed investment advice while enjoying the benefits of being serviced by a super-efficient and adaptive thinking investment consultant whose prime focus is in ensuring growth, stability and relevancy for your investment mix.
- Suraj Hattangadi
Dilshad is a very knowledgeable and talented financial adviser. Dilshad offered wonderful personalized financial investment advice and assistance. She guided me whenever I called her with a financial problem. Shares, insurance, mutual funds, and whatever financial product it may be, she will be there to help me. She guided me in reducing my losses in the recent market meltdown. Whenever I think about financial advice, Dilshad pops up in my mind. I have recommended her to many of my colleagues and they all are very much satisfied with her service. If you are looking a financial adviser, don’t look anywhere other than her organization.
- Elangovan Angannan
Dilshad has a good understanding of the markets, and her recommendations are pragmatic, reasonably safe, and I always get the feeling that they are what she would do herself. Her office has been extremely supportive of the follow-throughs with different Financial Institutions. I think at the end of the day, she has understood our profile, our needs and her recommendations are focused around these.
- Diwakar Menon
Dilshad has been our family financial advisor for several years now – and we have been satisfied clients
Her detailed retirement planning has been valuable in understanding investing for long term.
We’ve also benefited from her advice on diversifying investments across various categories.
Dilshad is also very approachable – and her dedicated staff at office is very helpful with all paperwork and queries.
Her recent online portfolio update has also been very useful.
Thanks, Dilshad for your financial suggestions and advice over the years!
- Roopashree HM
I am yet to come across a more thorough professional that Dilshad….and her knowledge of the financial markets is exceptional. Her insights are valuable, and she makes sure that your money is treated the same way as she would treat hers.
- Sachit Murthy
I have known Dilshad since 1984 through his father who was not only professionally connected, but also, we lived as neighbours.
Dilshad has been a brilliant person right from her school/college days. She has been carrying out the Financial Advisory Service assignment that she took after her studies in an extremely professional manner.
I have been using her expertise with great satisfaction. Her amicable nature has helped her in expanding her business many folds in a short span of time. I wish her great strides in her business & personal life.
- Om Khanna
I know Dilshad professionally (my financial advisor) for the past 6 years. I always trust her recommendations and instincts.
- Ranjit Abhyankar
I have been investing with Dilshad for well over 5 years now. My experience suggests that Dilshad is a very good financial advisor for people with long term investing aspirations and very little time to investigate Mutual Funds, track them & do other associated paperwork. Every fund recommended till date has been a good one without exception. Dilshad’s approach seems to also incorporate the sound principle of never attempting to time or predict market conditions.
- Mezjan Dallas
Dilshad is an excellent financial planner – I appreciate the personalised attention, she’s always available to assist and explain the finer points of planning that I often miss. I also appreciate the frequent information she gives us through mailers. Helps make informed choices. Thanks, Dilshad!
- Sherry Bharda
I know Dilshad for over 11 years and she is the one who is guiding me in all my financial investments. Her versatility about the market gives her that competitive edge… I would say she is very genuine…thinks in line with the client requirement…approaches the business in a very professional way. She has gained confidence of clients by sheer performance. I have no hesitation in recommending her to all my friends. I sincerely wish her all the very best.
- Sainath K
I have known Dilshad since 1984 through his father who was not only professionally connected, but also we lived as neighbours. Dilshad has been a brilliant person right from her school/college days. She has been carrying out the Financial Advisory Service assignment that she took after her studies in an extremely professional manner. I have been using her expertise with great satisfaction. Her amicable nature has helped her in expanding her business many folds in a short span of time. I wish her great strides in her business & personal life. O P Khanna
- OP Khanna
Dilshad has been extremely watchful about my investment portfolio into MFs and has always been recommending necessary changes only if and when needed, in my best interest. Extremely dedicated and self-driven to help safe guard the interests of her clients. Very professional in her work.
- Shivabhushan Yadwad
I have known Dilshad for over 7 years and has been managing my investments and providing financial advice to me. She is extremely thorough in her work and understands the client’s requirement very well before giving advice. She is very well informed on her subject and provides service very appropriately and promptly. She does not need follow-up and is a self-starter. Above all what I like most is her integrity and honours the client’s requirement first and then her business interest. Over the period of my acquaintance she has become a good family member and a great friend. I will have no hesitation in recommending her to anyone needing services on investment front.
- Gopalakrishnan SS
It was nice meeting you today regarding the discussion we had. Your suggestions had helped us to see the things in a better way through all the clutter and has made it easier for us to take certain decisions. We really appreciate your approach of listening to your clients, guiding them towards their specific goals for what they exactly need and enriching their lives by giving them a sense of control.
Your approach is very compassionate and at the same time professional and genuine and we believe that these are certain qualities which differentiates you from other competitors, which in turn has represented itself in carving a success story for your firm in a short duration.