Dilzer Consultants - Investments and Financial Planning

An ISO 9001 (2008) Certified Company

   SEBI REGISTERED INVESTMENT ADVISOR

Category: newsletter

How do I save for goals

We all have financial goals that we want to achieve in our life. Realising these goals can be a bit challenging taking into account present financial obligations but one can work towards such goals by adhering to a good financial plan. Let us take the example of Mr and Mrs Sharma. They have some dreams and life goals. A few of them are: Buying a 3 bedroom flat in an upcoming locality Getting a good branded car Saving for an […]

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Portfolio Management Services

As per the latest report from Credit Suisse, the total Indian household wealth stood at $5 trillion while the country is home to 2,45,000 millionaires. This report also mentions that the number of millionaires is expected to reach 372,000 while the total household income is likely to grow by 7.5% annually to touch $7.1 trillion by 2022. This shows that the wealth in India has grown on an average of 9.2% per annum since Y2K which is faster than the […]

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How to construct an ideal portfolio

Starting with an essential emergency fund( cash reserve ) , then Insurances, Asset Allocation as per one’s risk profile, timely rebalancing of portfolio, Estate Planning etc. all  focus on risk management along with strategies to beat inflation and generate  decent returns to achieve financial goals. An important part of asset allocation includes investments in Equity, Debt  Cash and Gold.. However , picking the right mix of MFs requires guidance from a professional than a novice looking for a jackpot. The best […]

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Mutual funds or Direct Equity- which is a better option?

Wealth creation requires skill, knowledge, time and risk taking capability. Investment through long term equity is the ideal strategy to plan for long term goals and beat inflation.   There are two options to invest in equity market – Equity based Mutual Fund and Direct Equity. Mutual Funds: Mutual fund is a professionally managed investment scheme, usually run by an asset management company that brings together a group of people and invests their money in stocks, bonds and other securities depending […]

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