Dilzer presentation april 2014

Fiduciary Responsibility

Integrity

Walk our Talk

Beat Benchmark Returns

Deliver Bottom Lines

Tactical Asset Allocation to meet Strategic Goals (monitor portfolios closely with Trigger points)

Research Reports.

Risk Tolerance

Technology driven Process & Systems

ISO 9001 Certification

Panel of outlook

Money advisor

CNBC TV18 2008 Nominee

Media Advice

MDRT/COT Awards

o Personalised / Customised/ Consistent Advice (not a Standard Solution to Problems)

o Cut the Jargon (no flowery talk)

o Deliver more than promised (exceed expectations)

o Service Standards and Process inline with ISO 9001(2008) Certification.

o We are not product centric (only solution centric)

o There is no shortcut success mantra (Disciplined savings and consistency with our monitoring can

help realize goals)

Goal Realisation

Practical Realistic Time Bound

o We are in this for the long term, & will provide the hand holding you need to realize your financial goals.

o Focus on Wealth Preservation.

o Client Centricity with Engagement.

o Technology to scale

o Unbiased advice keeping diversification & asset allocation in mind.

o Close monitoring with Bottom line Results!

o 95% of our business comes from Referrals.

o Checks on KYC/ Dividends / Capital Gains and Profit booking done pro- actively by our operations & relationship managers.

o Will Creation.

BBM (Finance)

LUTCF: Life Underwriters Training Fellow USA

CFP : Certified Financial Planner

Dilshad Billimoria BBM, LUTCF CFPCM®Certified Financial Planner. 307 Embassy Center,11 Crescent Road, Bangalore 560 001.Ph   : 91.80.41512337, 91.80 41136147

Email : [email protected] , [email protected]  www.dilzer.netLinkedin Profile  http://www.linkedin.com/in/dilshadbillimoria