Dilzer Consultants - Investments and Financial Planning

An ISO 9001 (2008) Certified Company

   SEBI REGISTERED INVESTMENT ADVISOR

Our Team

Dilshad Billimoria
Independent Certified Financial Planner(certified by Financial Planning Standards Boards of India) and Director of Dilzer Consultants Private Limited: Investments and Financial Planning Division.

Dilzer Consultants Pvt Ltd is a Sebi Registered Investment Advisor. The organisation provides Professional Investment Advisory and Financial Planning Services for a fee. Dilshad Billimoria has over 14 years of experience in the financial advisory domain. With over 255 clients and Assets Under Management of over 100 crores, we have created financial peace and independence in the lives of many people and helped them realise 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. The Financial Planning Division, prepares financial plans for clients following a detailed process of Initial Discussion, Data Gathering, Financial Plan preparation, Implementation and Review. Their Investment Advisory service is in the area of Mutual Funds, Risk Management, Investment Planning, Wealth Management, Tax Planning, WILLs, Estate Planning and Retirement Planning. Financial Planning has always amazed and intrigued her. There is always more to Personal Finance, like behavioral finance, people’s attitude to money, savings, childhood encounters, that affect decision making and therefore investment planning. The greatest satisfaction is in creating and implementing a Financial Plan for people, and seeing it take shape! She says: “It is our belief that by providing personalized and consistent service,quality advice, and advice always in the interest of the client, we ensure long and fruitful relationships with our clients. In the true spirit of our commitment, we conduct open discussions to seek first to understand what is important to the client and then to be understood when finding solutions to their financial position.”• Dilshad is on the Executive Committee of the Council of Financial Planners South Chapter and the Assistant Treasurer. • She is also a member of Financial Planners Guild of India (FPGI) an organization dedicated to providing highest standards of ethical advice in the field of financial advisory. • She enjoys running as a recreation sport, and a cleanser to the soul. • She volunteers at the Spastics Society of Karnataka once a week. • She also provides financial literacy to woman as part of the Winvestor forum(a DSP Black Rock Initiative for helping woman on basic financial questions.) • She has been selected as part of the panel of experts to answer investor queries for the personal finance magazine Outlook Money. • Dilshad had been nominated by CNBC TV 18 as the best independent financial advisor in 2008. • Dilshad’s articles and views are regularly published in Outlook Money, Moneycontrol.com, Mint Newspaper, Financial Planning Standards Board of India Magazine, and myiris.com 

Advisory

Operations

 
Rashmi Hingne
Senior Para Planner – Advisory

It’s been about a year, that I am with Dilzer Consultants and the experience has been enriching, to say the least. Getting back to a career in finance after a long break I was looking at something that I won’t get bored ofwith time, and Personal Finance seemed to be the area, as Financial Planning is gaining importance not only as a career but also in our personal life as well. Finding a person to work with who is not only competent but also who works in the best interest of clients was a challenge and I am happy I stumbled upon Dilzer. As I got to know more about the company and Dilshad, my confidence that I am working with one of the best people in the field is only increasing. The organization is extremely professional- financial planning is done with great attention to detail and advice given is in the best interest of the client. Our happy clients are a testimony to this fact. It is very satisfying to be a part of planning process of people from diverse backgrounds and there is lot of learning in the whole process. Dilshad is very approachable as a boss, answering all our questions patiently and involving us in all things relevant to planning. Flexible timing is only an addition to the many things that I like about working with Dilzer. As our consultancy grows, I hope to be a part of the success story of Dilzer.

 
Rituparna Das
Relationship Manager Operations

Dilzer has given me the platform I was looking for to shape up my career which was a little unstable post my delivery in a constant effort to balance between my family & career. With suitable office timing, location, a team of experienced women to work with and a guide like Dilshad whose focus is on constant Women Empowerment what more could I ask for. In Dilzer I have got the opportunity to utilise my professional experience, scope to learn & do new things, freedom to express ideas & independence at work. Dilzer has not only provided me an opportunity to work in my desired sector but also is giving me a good exposure, ability to balance between family & home. In an organisation by a woman, with women & with a wide range of financial advisory & guidance for clients & support to its employees, satisfaction & comfort at the work place, it’s just like a home away from home.

Shalini S
Relationship Manager Operations

Working at Dilzer is a great pleasure & a privilege for me. Dilzer Consultants Private Limited allows me the opportunity to be in contact with Clients across the globe. “I’m delighted to work for a company with such deep compassion because it provides quality services to clients according to their comfort and needs. I have developed a lot during my time here and continuously grow because of the challenges and opportunities that come my way. The opportunity to work with such a diverse group of people has been invaluable. We are very team-driven, and we operate in a way that puts collective goals to go ahead. I have found the company and the people I work with to be amazing. The thing I appreciate most about the company is that it has given me the opportunity to balance work and life through working timings. I managed to contribute to the company and I still have time for my family. I am honoured to be a part of this organization and feels like being part of a family.

G Saraswathi
Relationship Manager Operations

My career with M/s. Dilzer Consultants Pvt Ltd., started in the year of 2011. It has undoubtedly been a great journey of over 4 years. The journey has been full of excitement, challenges and unmatched experience. I have learned lot of advent process in the past four years, which is really helpful me to resolving our client queries with accuracy as well as within stipulated time period. I/We understand the “Client First”. Our Client satisfaction and client service is the “Mantra” we constantly recite. This service oriented philosophy runs throughout the organization, from top to bottom. Our efforts are constantly in improving our existing services. Our work culture is linked to the four values that drive everything we do: Reliability, Integrity, Innovation and commitment. I have a very much strong belief in our organization growth and I am very proud being of M/s. Dilzer family. Look forward a great path ahead- together.

Mala SD
Relationship Manager Operations

I started my career with in Dilzer in July 2011. Its been 5 years that I have been working with Dilzer and it has proved to be a good experience for me. I have learnt a lot and I have developled myself both ‘personally and professionally’. I receive a lot of support from my colleagues. I have always had opportunities and challenges beyond the current profession and my career progression has been quite impressive. My Colleagues and seniors have been very supportive towards developing my skills with adequate mentoring. It’s been a very good experience because I have got several opportunities to improve my skills, my experience,adjust with changing situations at work and give my best efforts in terms of productivity and efficiency.” The whole experience has been great and I am very happy to be a part of this organization.