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Loading…We promise to help you plan better. Research-backed, unbiased financial planning and wealth management for individuals, families and NRIs.
20+
Years of experience
550+
Clients served
5+
Countries
Since 2014
SEBI Registered
Comprehensive, conflict-free advisory across every stage of your financial journey.
Research-backed portfolio construction aligned to your goals, risk tolerance and time horizon.
Know moreA comprehensive, goal-based roadmap covering cash flow, investments, insurance and retirement.
Know moreScientific allocation across asset classes to optimise returns for the risk you are willing to take.
Know moreInsurance and contingency planning to safeguard your family and wealth against the unexpected.
Know moreEfficient, compliant strategies that legally minimise tax and maximise your post-tax returns.
Know moreWills, succession and estate structuring so your wealth transfers smoothly to the next generation.
Know moreCross-border advisory for Non-Resident Indians — compliant investing across geographies.
Know moreESG and social-impact investing plus structured giving aligned with your values.
Know moreThree clear steps from first conversation to lasting financial confidence.
We start with a conversation to understand your goals, family and aspirations — no jargon, no sales.
We build a research-backed, goal-based plan tailored to your risk profile and time horizon.
We implement, monitor and rebalance — keeping your plan on track as life evolves.
Trust built over two decades, grounded in research and a client-first philosophy.
Fee-based, fiduciary advice aligned only with your interests — never product commissions.
Two decades guiding 550+ families across India and abroad to financial independence.
A registered Investment Adviser held to the highest regulatory and ethical standards.
Every recommendation is backed by scientific data and modern planning tools.
Across India, the UK, the USA, New Zealand and Brazil.
“Dilzer helped us plan our retirement with clarity and confidence. The advice is genuinely unbiased — it always feels like they're on our side.”
Long-term client
Retirement planning
“As an NRI, my finances span two countries. Dilzer made cross-border investing simple, compliant and stress-free.”
NRI client
NRI advisory
“Every recommendation comes with the reasoning and the data behind it. That transparency is why we've stayed for years.”
HNI family
Wealth management
Speak to a certified financial planner and get a clear, unbiased view of your financial future.
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