Dilzer Consultants - Investments and Financial Planning

An ISO 9001 (2008) Certified Company


Category: newsletter

What are the benefits of utilising the services of a financial advisor

Should one make financial decisions independently or through a financial advisor Financial advice revolves around money, and the affluent individuals that most financial planners work with have a good amount of it. Financial advice revolves around investments, and how to manage them effectively. A lot of time is often spent on investment portfolios, asset allocation, and decisions about particular investments, including whether to implement them with passive or active strategies.   However the value of financial advice extends far beyond just investment […]

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What are the costs involved in various financial products

Financial products act as an investment avenue and provide the required financial security to the investors based on the risk-return profile of the financial products. Traditionally, in India there were financial products offered by Government like Bank deposits by Public sector banks. Insurance products by LIC. RD, NSC and KVP by postal department. However with the liberalization of financial services industry, a variety of financial products have been introduced through participation of private and foreign entities in addition to the […]

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Understanding PMS and its Fee Structure

WHAT IS PMS? Portfolio Management Services (PMS) is an investment portfolio in stocks,cash, fixed income, debt, structured products and other individual securities, managed by a professional money manager, that can potentially be tailored to meet specific investment objectives. One has the freedom and flexibility to tailor his/her portfolio to address personal preferences and financial goals. Although portfolio managers may oversee hundreds of portfolios, each account will be unique. Investment Management Solutions in PMS, can be provided in the following ways: […]

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Should you pay fees to your investment advisor and why?

Got a toothache, see your dentist! Got skin problems, see a dermatologist! Got problems with managing your finances? Well, that’s when you might want to consult an expert, a good financial planner. The reasons could be anything- Maybe you’ve come into a large inheritance or your own income went up suddenly or maybe you just bought or sold a business. Are you feeling uneasy about about your money ?– you’re not sure where it’s going now or how far it […]

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How to plan for your child’s education goals

President Franklin D. Roosevelt said – We may not be able to prepare the future for our children, but we can, at least, prepare our children for the future. All those worried parents who try each day harder and harder to secure their child’s future are determined in providing the “best-in-class” education. Modern day’s education is not just about pre-primary to plus 2 and a professional degree. The education also includes summer camps, hobby classes, trips to the varied location […]

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