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Financial Health Check Up

 I Strongly Do
 I Do
 I Somewhat Do
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 I Strongly Don’t


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 I Strongly Do
 I Do
 I Somewhat Do
 I Don't
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 I Do
 I Somewhat Do
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 I Strongly Don’t


 I Strongly Do
 I Do
 I Somewhat Do
 I Don't
 I Strongly Don’t


 I Strongly Do
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 I Somewhat Do
 I Don't
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 I Do
 I Somewhat Do
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 I Strongly Don’t


 I Strongly Do
 I Do
 I Somewhat Do
 I Don't
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 I Strongly Do
 I Do
 I Somewhat Do
 I Don't
 I Strongly Don’t


 I Strongly Do
 I Do
 I Somewhat Do
 I Don't
 I Strongly Don’t


 I Strongly Do
 I Do
 I Somewhat Do
 I Don't
 I Strongly Don’t


 I Strongly Do
 I Do
 I Somewhat Do
 I Don't
 I Strongly Don’t


 I Strongly Do
 I Do
 I Somewhat Do
 I Don't
 I Strongly Don’t






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Gold Funds vs Gold ETFs vs SGBs

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Government Schemes and Bank Measures to provide financial assistance during the pandemic

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Family Survival Guide

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Data Gathering Sheet - WILL Revised

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Covid Sectors picking up

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Covid Report Research Desk

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Coronavirus Insurance Plans

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Financial First Aid Kit

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Higher Education funding : Education Loan vs LAS- Which is better

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Market Euphoria and Herd Mentality are Lethal Weapons

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ESOP Accumulation Plan Analysis

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Rent Vs Buy

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Partial Payment of Home Loan vs. Investing

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Should you sell and under construction property now because the price is great or wait till the property is completed to avail LTCG

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GIFT CITY - For Economic and Tax Advantage Business benefits

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Taxes on outward remittance from India

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Employee Pension Scheme - Higher Contribution of Pension- Is it worth it?

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Understanding your Debt Fund Better

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Loan Against Securities

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Behavior Biases Impacting Investment decision making

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Portfolio Rebalancing - what is it and when should one do it

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An analysis of SBI Max Gain Home Loan vs Normal Home Loan Account

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Impact on Loans with Current Rate Hike- May_October22 Credit Policy RBI

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Investment Advisor vs Stock Broker

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NRI Checklist

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SWP vs Dividend - what works

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Understanding Returns on your investment

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New Fund Offering Analysis

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Insurance policies for the physically and mentally challenged people

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To pay capital gains tax or not

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Employee Provident Fund – How to Check Balance, Transfer or Withdraw

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Investment in the Equity Market- an analysis in blocks of 10 years.

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Health Insurance Policy- Make the Right Choice.

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Asset Allocation and it’s Importance

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Asset Allocation Holds the Key to Returns

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Asset Allocation

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Comparison of Online Will Making Services

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How do I know if i have made a Comprehensive Will

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What is estate planning?

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Estate Planning

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Joint Will or Separate Wills

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How Often Should I update my WILL

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Can setting up a Trust suffice the necessity of Estate Planning

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Power of Attorney

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What legal matters are to be considered before writing a Will

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When and how should you set up a TRUST

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Whom Should you Appoint as Trustee of a Trust

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What legal matters are to be considered before writing a Will?

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When and Why should you write a WILL

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Is your WILL in place. What’s your excuse!

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Comparison of Online Will Making Services

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How do I know if i have made a Comprehensive Will

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Power of Subconscious Mind in Investor’s Risk Tolerance & Risk Taking Capacity

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When Behavioral Biases turn away from the simple truth; what do you think happens to financial decision making?

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Common Investor Biases

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5 Rules To Remember While Filing Tax Returns

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There are so many forms! Which Income Tax Form Should I Fill To File my returns

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Six Common Queries for Filing Income Tax Returns

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Avoid These Tax Planning Mistakes

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What are the tax implications of receiving an Inherited Property

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Different Ways To Reduce Tax Liability

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Tax saving options for self-employed/small business units and start ups

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Quick way to pay your advance tax online

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Tax Saving Options

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Ways to ease your Tax Burden

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How to save tax the proper way

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Tax saving options

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Best Tax Saving Instruments

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Taxation on mutual funds and tax offset provisions- Dilshad writes in moneycontrol

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Taxation of Property for NRIs

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Tax planning, tax saving options

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Plan your Tax saving investments before returns would be taxable

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Tax Planning and Financial Investment Strategies

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Capital Gains on Sale of Property – Section 54EC benefit

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Estate planning and different type of estate planning available in India

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Are you aware of the tax benefits corporate employees get?

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Real Estate and an Investment ​Option

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Property Management Services offered by Dilzer Consultants.

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Property buying recommendations and Property Management Services

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Plot or a house?

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Is Real Estate a good investment for realizing your financial goals?

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Understanding Financial Ratios as a benchmark

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Understanding Financial Ratios

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Impact on Loans Due to Interest Rate Hikes

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Starting a Business

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Capital Gains on Sale of Property – Section 54EC benefit

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Money Lessons for kids of all ages

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What is the difference between Private Equity and Venture Capital

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How to manage a budget during your vacation?

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How do I ensure I have sufficient money needed for a recurring travel plan?

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Teaching Money Skills to Children and Learning from them!

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Money management mantras for would-be fathers

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Education Loans In India

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Incentive Structures provided to corporates

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Incentive Structures provided to corporates

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Financial Health Check with Personal Financial Ratios

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How to plan for your child’s education goals

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India: Startup ecosystem and startup costs

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Should I refinance my loan?

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Which Loan should we pay off first?

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Should I increase EMI of my loan

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Should I pre pay my home loan?

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Should you review your insurance after home purchase? Dilshad writes in moneycontrol – November 16

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Should I buy a plot on loan to meet my goals or should I reinvest the monies in the market – Which will fare better? By Akhila Muralidhar

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Financial Saving

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Financial Jargon Demystified

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Child Education Plan and Retirement Pension Plan – Insurance Company Analysis

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A Financial Plan is a blue print to your financial goals- By Dilshad Billimoria in Mint

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Bigger House, Higher Net worth — and still why can’t I achieve my goals

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Basic Financial Concepts and the need for Financial Planning

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Checklist for home loan buyers

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Investing for Women: Women and Financial Planning

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Prepayment of home loan on which home? Self occupied or Let out

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Why Financial Planning and its benefits

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How does the repo rate affect your loans?

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Categorization of cars with loan, processing, eligibility and documents

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How much loan can I afford at a time?

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Without a regular income, should I prepay my existing loan or invest?

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How to plan for house purchase down payment of a home

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How to plan for a luxury apartment

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Decoding your Credit Card Bill.

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Doesn’t having many properties help in achieving my goals ?

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Checklist for children turning into majors.

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Educational scholarship from the TATA group

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Should you upgrade your house with increased income?

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How big a house should you buy?

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Invest for a goal and not for tax savings

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Differently abled child - how to secure their future.

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12 Point Agenda to be on top of your finances.

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

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Lease Vs Purchase – option offered by corporates

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Impact of long-term diseases and treatment on your goals-How to prepare for it?

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Investing for Child Education

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Should You Borrow Money To Invest?

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Building a corpus for your goals

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Planning for Child’s Marriage.

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Plan for a vacation without compromising on your long term financial goals.

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Benefits of Financial Planning

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Why is it necessary to have a backup plan while starting a new business

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How do I insure my start-up?

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How do I Insure myself from business losses

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Budget expenses to study abroad

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Plan your expenses to stay abroad

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What should you expect from a financial planner

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Mutual funds in India and their profitability

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Building Blocks of a Financial Planning Practise

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What is not covered by your motor insurance policy

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Points to note while insuring your home

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How to Insure your home

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Exclusions on home insurance

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Types of General Insurance

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How much should I save for my child’s education needs

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Why is planning for child education so important- What about inflation?

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Capital gains- Should one always invest in capital gains saving bonds?

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Importance of Financial Planning

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Preparing for a baby

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How do I save for goals

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Budgeting to save better

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The importance of knowing your net worth

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Gifting Grandchildren

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Do I need a health corpus when i already have medical insurance?

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How will I evaluate the current and future value of my car?

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Financial Independence

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Should I buy a car through loan immediately or wait until I build a corpus to buy a new car few years from now?

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Should I Repair or Just Replace My Old Car?

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HOUSEHOLDERS INSURANCE ANALYSIS

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How should you go about planning for your child’s marriage?

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Can I set aside my real estate property as a resource to meet my child’s marriage

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The Great Indian Wedding – A look at the costs and planning

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Types of Loans offered

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MCLR Rate Vs Base Rate

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How does increase or decrease of interest rates on loans affect me

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Types of tax benefits available for home loan purchase

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How much loan can I get on my salary?

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Ways to lower tax liability from property sale

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Things to consider before you borrow

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Debt Counselling

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NRIs Buying Real Estate In India

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How to budget for an international trip

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Entrepreneurship

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The Average Time to Reach Profitability in a Start Up Company

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Living abroad after retirement – A know-how

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What is Smart Traveller Enrolment Program (STEP)? Its importance, benefits and enrolment procedure?

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How do Financial Advisors Plan for Client Taxes

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When Should I Dip Into My Emergency Fund?

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I Used My Emergency Fund To Pay For My Hospitalization. How Do I Rebuild It?

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What is to be considered in Home Insurance

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Motor Insurance Options

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Capital Gains on Sale of Property

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What are the factors that influence an investors goal

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What is the difference between your needs and your goals? Why should one plan their investment according to goals?

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Investment in the Equity Market- an analysis in blocks of 10 years.

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Summary – The Richest Man in Babylon.

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Individual vs Company Health Insurance Policy Analysis

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Making Informed Decisions: Switching Health Insurance Policies or Migrating Within Insurers (Portability of Health Insurance)

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EBOOK LIFE INSURANCE

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Factors to consider while buying Health Insurance

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How to choose between Disease-Specific and Critical Illness insurance plans

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Health Insurance Policy- Make the Right Choice

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Have you analysed your insurance policies?

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When should you discontinue an insurance policy

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Is it prudent to buy insurance for a spouse who does not earn?

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What are the data points in term insurance calculation

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How much Life Insurance do you need

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Is Company Provided Health Cover Sufficient?

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Which Health Insurance – Individual or Floater?

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How much health insurance does one need

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Best Health Insurance Policies

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Why are Insurance products inefficient investment options?

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How much life insurance does a person need?

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Difference between Critical Illness and Health Cover

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Critical Illness- How to plan for it

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Impact of long-term diseases and treatment on your goals-How to prepare for it?

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How to choose the right health insurance plan

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Family Floater or Individual Mediclaim – Which one to opt for?

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How much health insurance cover should you ideally take

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Group Health Cover- Advantages and Disadvantages

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How to factor medical expenses into the retirement plan

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5 Questions To Ask Your Life Insurance Advisor Before You Buy (BusinessWorld)

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How much insurance does a non-working spouse need?

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How much Insurance a person needs- Insurance Evaluation methods

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Term Plan with benefits- should one consider it?

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Should you buy term plan online?

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Why Do You Need A Term Plan?

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Are you sufficiently insured through multiple insurance policies?

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What are Top Up Plans and how can they help cover medical expenses at lower costs

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Health and Medical Insurance Plan Options – A comparative analysis of what you pay and what you get among the top 10 health insurers

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Are you under insured- find out how much insurance cover you really need- Dilshad in Economic Times – Wealth

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Did you consider these things while buying insurance?

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Bullet Proof Your Health- COFP FP Pulse Article by Dilshad Billimoria

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Health Plans rated on various parameters: Mint

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Health insurance need

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Importance of Health Insurance

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Covid-19 Health Policies - What is covered and not covered

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Health insurance need

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Term Insurance and Critical Illness Cover- A must!

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Lets see what ICICI Prudential life has launched

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Your policy summary at the click of a button

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Stay fit and pay less for health insurance

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Cancer Care Insurance

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Householders Insurance Policy Analysis

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Is gold a sensible or a sentimental investment ?

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RetirementPlanCorpus

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National Pension Scheme – Analysis

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Systematic Withdrawal Option: A tax efficient way to ease into retirement

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Planning for Retirement: The how and Why

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Transition To A Smooth Retirement

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Reverse Mortgage – how it works

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Why should you start retirement planning early

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Pros and Cons for using insurance for Retirement

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How much corpus do I need to retire peacefully?

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Post Retirement Investment Strategies

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How many more years should you work?

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Can you fund your retirement through rental income?

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How to factor medical expenses into the retirement plan

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Utilising retirement corpus for funding short term goals. Is it worth it?

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Retirement Homes- are they for you?

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What is the health corpus needed at Retirement

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The benefits of investing in equity to meet your retirement corpus

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Building a retirement corpus

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Pre and Post Retirement Investment Options.

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Annuity and lump sum required after retirement.

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Reverse Mortgage during Retirement- Pros and Cons

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Dont take your retirement planning lightly

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EPF Withdrawal- Post Retirement-What you need to do

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Emergency fund- Ways to build and how much is needed

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The Elusive Emergency fund – Why is it needed

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Should you take a loan to cover an emergency?

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The need for an emergency fund

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Health life and emergency fund allocation

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Emergency fund

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Emergency fund

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What is the difference between health corpus and emergency fund? Do we need to build a separate corpus for each?

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Gold Monetisation Scheme

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Gold Monetisation Scheme

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The Financial Journey of Raising a Child: Costs in India and Abroad

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Profit Booking & Portfolio Rebalancing

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Overseas Education Cost

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Portfolio Management Service vs Mutual fund Investment

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Education Funding Scholarships and Loan Institutions for Overseas

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What is ESOP and how is it taxed

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Choose Debt Funds Wisely

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Comparison between Exchange Traded funds (ETF) and Mutual funds

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Difference between Dividend payout, reinvestment and growth option in mutual funds

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Does a Low/High NAV of mutual fund determine its performance?

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How does ELSS compare to other tax saving investments

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Tax Implication on various investment options

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What are the charges on mutual fund Investments

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What are the reasons and benefits of an STP

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Importance of Portfolio Diversification

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Uncovered- Costs in Mutual funds.

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Mutual fund Basics

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MCLR vs Base Rate

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Direct vs Regular Plans in Mutual funds

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Bitcoin Trading

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Impact of Demonetisation and GST rollout on Indian economy

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Savings account vs liquid mutual fund: which is better?

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Plan your investments for tax savings this financial year in advance

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Investing only to save on tax? Think again

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Alternatives to Investing in Debt Fixed Deposits

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Should You Borrow Money To Invest?

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Why are Insurance products inefficient investment options?

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Things one should know before investing in stock markets

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Investing in Debt funds.

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All New Goods and Service Tax (GST) Reforms

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The Arbitrage Edge

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FD vs FMP and MCLR Rates being offered by banks on loans and deposits

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A snapshot into Masala Bonds

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Investing Mistakes to avoid pre and post retirement

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What are the costs involved in various financial products

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SIP Investments versus Lumpsum

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What is the Dividend Yield you are earning

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SUKANYA SAMRIDDHI SCHEME FOR THE GIRL CHILD

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Budget 2016

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Investment Saving Options for the poor

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Budget 2016 Expectations

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Retirement Investment Products

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Mutual fund Metrics

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Analsysis of Returns in various asset classes with co-relation details

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Understanding the nuances of India’s Fiscal policy- By Dilshad Billimoria

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Why HDFC stocks were a better investment than houses in last 8 years

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Benefits of investing in Fixed Maturity Plans (FMPs) over Fixed Deposits (FDs)

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A STUDY ON S&P CNX NIFTY INDEX OF NSE

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Basic Financial Concepts and the need for Financial Planning

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Double indexation benefit on FMPs

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Investing the right way

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Capital Asset and How Capital Gains Tax with indexation can be of help to you

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Understand Your Returns

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How should advisors relook at client portfolios

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Systematic Withdrawal Option: A tax efficient way of earning retirement inflow benefits

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Four Mistakes to Avoid in market crash

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Use corrections to enhance equity portfolio

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Realign Portfolio and continue SIPs STPs

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What PMS is all about!

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FMPs and why

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Market update and what you should do Feb 2011

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Online Access/ Purchase link: www.dilzer.net

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IFCI Infrastructure bond for tax savings

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SBI Bond Issue with 9.25% and 9.50% interest October 2010

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Buy More when Market Value of Investments is lower than the cost

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What are the different strategies used to find out the optimum portfolio for an investor?

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Difference between Dividend payout, reinvestment and growth option in mutual funds

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Does a Low/High NAV of mutual fund determine its performance?

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Growth or Dividend Option in Mutual funds?

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What is the right time to invest in mutual funds

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Equity vs Mutual fund vs Real Estate

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

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How to construct an ideal portfolio

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Portfolio Management Services

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Risk Tolerance

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Government Application papers- how to apply for aadhar and PAN Offline and Online procedure

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How often is portfolio evaluation needed

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Analysis of Dividend Payout vs Systematic Withdrawal Option

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Difference between Portfolio Evaluation and Portfolio Re-Balancing

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Risk Reward Ratio

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Product Categorisation

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Five ways to measure mutual fund risk

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10 points you must know while investing in Mutual Funds

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FACTS YOU SHOULD KNOW BEFORE INVESTING IN MUTUAL FUNDS AFTER THE NEW GUIDELINES PUT FORWARD BY SEBI

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Comparison between Stock Market Real estate and Other Investment products

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How to avoid capital erosion arising out of inflation

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The Pros and Cons of Investing in Stocks

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Risks Associated with Direct Equity Investing

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High Volatility and Investing

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Tips to manage your finances if you are settling abroad.

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Tax Planning for the Financial Year

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Personal Risk Factors

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Factors a first time investor must think about before investing

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Alternative Investment Funds

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Ratios in Equity Investing- What to look out for?

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The best financial apps which help you save money and time!

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Taxation of NRIs and PIOs

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Factors to be considered while selecting mutual fund schemes

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What is Chart Reading? Different ways of interpreting a chart.

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An Investors look at eco sustainable businesses and solutions

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An Investors look at Government Subsidies Sectors and Products

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WHAT IS MARKET INDEX? DIFFERENT INDEX THAT THE INVESTOR SHOULD FOLLOW WHILE INVESTING IN INDIA AND ITS RELEVANCE?

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What are International Funds and Factors to be considered while investing in International Funds

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A Rich Life

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What is Real Estate Investment Trust (REIT)?

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What is Cross Border Investment and its regulations in India?

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ELSS vs PPF

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Artificial Intelligence in Investing

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The Automatic Millionaire – Book Review

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What is the best alternative to consulting

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Chaos Calm or Cheer

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Investment Risk

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Home Loans in India

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Am I borrowing money efficiently?

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How to optimally manage loan

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Student Loans and Current Trends

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Why take Joint Home Loan

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How to optimally manage my loans

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Why take a Joint Home Loan

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Did you know

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Did you know ?

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WILL

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International investing

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Equity and Debt Parameters

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Banking ratios

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Asset correlation

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Arbitrage Funds

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Post Tax returns on investments options

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Coffee Can Philosophy – Large Cap Fund

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PMS- Portfolio Management Service

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All you need to know about P2P- Peer to Peer Lending

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How to organise your finances

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Myths about investing Jan 2019

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Mistakes while choosing Investment Dec18

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Mistakes while choosing an Investment

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Mutual Fund Suitability Matrix

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INSURANCE POLICIES FOR LIFE

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The complete guide on Estate Planning and Will

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Income Protection and Personal Accident Insurance Policies

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Home Loan buyers Checklist

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NRI Investor’s checklist on change in Residence Status

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Taxation on RSU, ESOP and ESSP

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FINATHON: Drawing parallels between Financial Planning and Marathon

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Difference between Term, Endowment, ULIP, and Pension Plans

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Different types of health insurance

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Health Insurance August 2019

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Guide to organise your financial life

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Insurance policies for life

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FAMILY SURVIVAL GUIDE

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Ever thought about what will happen to your loved ones in your absence

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Complete guide to Estate Planning and Will

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Documents in case of Death of Family Member to be ready

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Women's Day 2019

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Different type of insurance for different type of people

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Difference between a Will and a Trust

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Changing Demographics on Savings

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Budgeting and planning for the Financial Year

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Impact of 2019 budget on your Personal Finance

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Budget Planning for the new Financial Year

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Best ways to repay debt

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10 Bad financial habits one must stop

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Millionaire Migrants

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5 Must ADD-ONs in your Retirement Plan

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10 reasons for Indian HNIs o consider Residency and Citizenship by Investment

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Your options for Residency and Citizenship by Investment

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What do we do?

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Products and Services we offer

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Not happy with your credit score?

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Challenge in converting physical share certificates into Demat mode

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Best ways to Repay debt

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Difference between a Will and a Trust

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