Dilzer Consultants - Investments and Financial Planning

An ISO 9001 (2008) Certified Company


Awards and Achievements

  • Winner- Best Independent Financial Advisor – National Level (Woman Category) 2018.

  • Top Female Wealth Managers in the country- Economic Times. 2016

  • Winner of Best Financial Advisor Award- 2016 Wealthforum.
  • Rising Star Award- “We are the city” and Barclays Management 2016.
  • SEBI Registered Investment Advisor. License Number INA200002239

  • Outlook Money Helpline Panel expert  since July 2013.

  • ISO 9001(2015) Certification for Financial Planning Division of Dilzer Consultants Pvt Ltd

  • UTI CNBC TV 18 Best Woman Financial Advisor South Nominee 2017/2008.

  • Industry Lead at Council Of Financial Planners (COFP). A forum of Certified Financial Planners.
  • Certified Financial Planner (CFP) Financial Planning Standards Board India since April 2008. (Among 1000 investment professionals in India and 3000 the world over, dedicated to providing quality investment advice on financial planning.)

  • Life Underwriter Training Council Fellow LUTCF American College USA and IAIFM June 2007.

  • Insurance Regulatory Development Authority of India (IRDA) Certified.

  • Association of Mutual funds for India (AMFI) Certified.

  • Contributes articles in Media to Mint newspaper, outlook money magazine, money control, myiris, ET Wealth, Business Line and bloomberg.

Million Dollar Round Table Top of the Table qualifier. 2002, 2003, 2004, 2005, 2006, 2007. Court of Table 2014, Court of Table 2015, MDRT 2016, 2017.

  • ISO Certification

    On 26th July 2012, we embarked upon a journey of attaining ISO Certification for Dilzer Consultants Private Limited (Financial Planning Division). It is with humble honour that we have maintained the superior levels of service to our clients on investment advisory. We look forward to many more years of dedicated service, providing need based financial planning and investment advisory service. 

ISO Certificate July 2016