About Us

Dilzer Consultants Private Limited is a SEBI Registered Investment Advisor. License No: INA 200002239.

SEBI Registered

Dilshad Billimoria is the Managing Director Principal Officer and Chief Financial Planner of Dilzer Consultants Private Limited. She is a CFPCM Certificate Holder from the Financial Planning Standards Board of India (FPSB). She has over 21 years of experience in the financial advisory domain.

Dilshad Billimoria

With over 550 clients, we have created financial peace and independence in the lives of many and helped them realize and accomplish their financial goals. Our clients are from all over the world, including, India UK, USA, New Zealand, Brazil, Dubai, Abu Dhabi, and Singapore.

550+ Clients

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.

360 Degree work approach

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. The goal is to create, grow and preserve wealth.

Spirit of our commitment

Our advisory practice is built on the foundation of trust, integrity and responsibility and hence we are always committed to exceeding the expectations of our clients.

Advisory Practise

Our Journey

Our Presence

Over 500 clients across the globe invest their faith in us.

Mission Statement

"We will enable our clients to achieve their goals by providing the best in financial guidance, and maintaining the strictest possible standards with close and interactive engagement.”

Our Philosophy

We truly believe that when one is financially secure, they also achieve happiness on a mental, emotional and spiritual level. We aim to enable our clients in achieving their goals by providing them with financial guidance and an environment based on trust. We put a lot of our focus into maintaining the strictest possible standards & business ethics, with close and interactive engagement to make our client feels as comfortable and as understood as possible.

Our Team

Founder Advisory and Research Operations Advisory Human Resources
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Dilshad Billimoria

Dilshad Billimoria

MBA CFP CM

Dilshad Billimoria CFPCM is a Certified Financial Planner, Managing Director, and Principal Officer Dilzer Consultants Private Limited: 

She is also a Life Underwriter Training Council Fellow LUTCF American College USA and IAIFM since June 2007.

Dilzer Consultants Pvt Ltd is a Sebi Registered Investment Advisor, since 2014.

Dilshad completed the Foundation Course in Financial Life Planning from Kinder Institute of Life Planning”

The organization provides Professional Investment Advisory and Financial Planning Services for a fee.

Dilshad Billimoria has over 22+ years of experience in the financial advisory domain.

With over 300 families and Assets Under Management of over 200 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 India and all over the world, including 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, and quality advice, which is always in the interest of the client, we ensure long and fruitful relationships with them.

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 has been selected as one of the Top 6 Financial Advisors in India in the book "The Wisest Owl" By Anupam Gupta 2022.
  • Dilshad was selected and incubated at NSRCEL cell in IIM Bangalore in collaboration with Goldman Sachs Women Leadership Program in March 21.
  • Dilshad won the Top 100 Women in Finance Award (All India) from Association of Wealth Management India (AIWMI) September 2020.
  • Dilshad won the best financial advisor Woman Category (South) Award in 2019
  • Dilshad won the best financial advisor Woman Category Award All India in 2018
  • She is on the Executive Committee of the Council of Financial Planners South Chapter and the head Industry Collaboration.
  • 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 recreational activity , and a cleanser of the soul. She has completed two full marathons and run several half marathons.
  • She works with SAHAI – a helpline for people with issues related to depression.
  • 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 is a part of the panel of experts that answer investor queries for the personal finance magazine Outlook Money, ET Wealth.
  • Dilshad is also one of the experts for moneycontrol.com and Mint.
  • 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, The Hindu and Economic Times
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Keshav Kothari

Keshav Kothari

Head Research

Keshav Kothari is a CFA level 3 Holder working with Dilzer Consultants Pvt Ltd since 2019. He is the Research Head at Dilzer Consultants Pvt Ltd.

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Chethan Joshi

Chethan Joshi

Planning and Advisory

Chetan Joshi has been with us since 2020 and plays a crucial role in client onboarding and managing client expectations. Chetan is a Certified Financial Planner and is part of the Planning Team.

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Ganga Tejaswi

Ganga Tejaswi

Planning and Advisory

Gaga Tejaswi is a Para Planner with Dilzer Consultants Pvt Ltd. She joined us in 2022. She is currently pursuing her Certified Financial Planner and NISM XB Certification.

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Amarnath Chinnaveer

Amarnath Chinnaveer

Para Planner Advisory

Amarnath CN joined Dilzer Consultants Pvt Ltd in 2022. He is a Certified Financial Planner and Para Planner at Dilzer Consultants Pvt Ltd

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Sridhara K

Sridhara K

Client Connect and Research

Sridhara K

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Roopesh PC

Roopesh PC

Planning and Advisory

Planning and Advisory

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Nischita

Nischita

Planning and Advisory

Planning and Advisory

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Sivanagendra Reddy

Sivanagendra Reddy

Planning and Advisory

Shiva Reddy

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Haseena

Haseena

Head Operations and Compliance Officer.

Haseena Begum holds a B.Com degree. She has been working for Dilzer as Relationship Manager Operations since January 2018. Haseena is responsible for handling operations related to work and implementation at Dilzer Consultants Pvt. Ltd. for its clients, besides handling tax-related matters.

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Saraswathi

Saraswathi

Asst. Operations Head

Saraswathi holds a B.Com degree . She has been working as relationship manager operations at Dilzer since November 2011. Saraswathi is responsible for handling operations related work and implementation at Dilzer Consultants Pvt Ltd for our High Net worth Clients.

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Mala

Mala

Relationship Manager Operations

Mala is a BCom by qualification. She has been working as relationship manager operations since July 2011. Mala is responsible for handling operations related work and implementation at Dilzer Consultants Pvt Ltd for for its clients, besides handling tax related matters

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Ayesha Tabassum

Ayesha Tabassum

Relationship Manager Operations

Ayesha Tabassum has a Bachelor of Commerce Degree in May 2010. She is NISM VA Certified and has been with Dilzer since 2022 

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Rashmi BM

Rashmi BM

Relationship Manager Operations

Relationship Manager Operations

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Vidya Mithan

Vidya Mithan

Senior Developer

Software engineer with 7+ years experience working in the complete product development life cycle of successfully launched applications. Highly accomplished in manipulating visual hierarchy. A regular contributor to system enhancement. A trainer who successfully motivated a group of young developers into getting highest accolades for their recent endeavors.

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Monica Pillai

Monica Pillai

HR Consultants

Monica is a People Operations professional with 20 years in the field. Her work has spanned creating and heading People Operations functions for organisations, designing and facilitating life skills workshops, coaching, and writing. In the last two years, she has channelled her energy towards growing organisations and entrepreneurs of start-ups, advising them on their people strategy.

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Amit

Amit

Senior Dev Ops Consultant

Amit has more than 21 years of industry experience in multiple domains, including finance.
He is also one of the directors of Gigamodules Software Services LLP (2011).
Gigamodules has been a technical partner to Dilzer Consultants Pvt. Ltd. since 2014, and have been working with us for Web Hosting, Securing our website, as well as Custom Development work in PHP.

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Amaranath Ambiti

Amaranath Ambiti

Indian and US Tax Laws Consultant

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Suresh A

Suresh A

Estate Planning, WILL Creation and Trust formation Consultant

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Dipayan Das

Dipayan Das

Corporate Lawyer

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Geetha Athmaram

Geetha Athmaram

Human Resource Head

Human Resource Head

Why Us

Values

We value our clients and put their interest in the forefront. Their integrity and fiduciary capacity are of paramount importance to us. We cut the jargon and deliver what we promise.

Trust

We walk our talk and practice what we preach. We are transparent about our services, fees, what we can deliver and what we cannot. Hear what our clients have to say.

Process Driven

We are more about being solution centric than product centric. Our strategies are practical, realistic and timebound. Our methods and processes follow SEBI RIA guidelines.

Competent

We recommend solutions after an in-depth analysis of investment options based on scientific data. Every recommendation that we make is backed by research and data, helping us suggest options that are cognizant of our client’s risk tolerance.

Technology Driven

Our Reporting and Financial Plan Platform thrives on technology making risk profiling accurate to enable better decision making, with robust, comprehensive and up-to-date reporting.

Credibility

There is no shortcut to success. Our credibility comes with our Director, Dilshad Bilmoria ,who is a panel member of Outlook Money. She has also won the Best Woman Financial Advisory Award 2018 and 2019 - All India. She is a regular columnist at MINT, Outlook Money, Financial Planning Journal, myiris.com and has authored many articles on her blog.

Awards