dilzer presentation april 2014
DESCRIPTION
TRANSCRIPT
![Page 1: Dilzer presentation april 2014](https://reader033.vdocument.in/reader033/viewer/2022061220/548a9e56b47959674d8b4677/html5/thumbnails/1.jpg)
![Page 2: Dilzer presentation april 2014](https://reader033.vdocument.in/reader033/viewer/2022061220/548a9e56b47959674d8b4677/html5/thumbnails/2.jpg)
Fiduciary Responsibility
Integrity
Walk our Talk
![Page 3: Dilzer presentation april 2014](https://reader033.vdocument.in/reader033/viewer/2022061220/548a9e56b47959674d8b4677/html5/thumbnails/3.jpg)
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
![Page 4: Dilzer presentation april 2014](https://reader033.vdocument.in/reader033/viewer/2022061220/548a9e56b47959674d8b4677/html5/thumbnails/4.jpg)
ISO 9001 Certification
Panel of outlook
Money advisor
CNBC TV18 2008 Nominee
Media Advice
MDRT/COT Awards
![Page 5: Dilzer presentation april 2014](https://reader033.vdocument.in/reader033/viewer/2022061220/548a9e56b47959674d8b4677/html5/thumbnails/5.jpg)
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.
![Page 6: Dilzer presentation april 2014](https://reader033.vdocument.in/reader033/viewer/2022061220/548a9e56b47959674d8b4677/html5/thumbnails/6.jpg)
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
![Page 7: Dilzer presentation april 2014](https://reader033.vdocument.in/reader033/viewer/2022061220/548a9e56b47959674d8b4677/html5/thumbnails/7.jpg)
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.
![Page 8: Dilzer presentation april 2014](https://reader033.vdocument.in/reader033/viewer/2022061220/548a9e56b47959674d8b4677/html5/thumbnails/8.jpg)
BBM (Finance)
LUTCF: Life Underwriters Training Fellow USA
CFP : Certified Financial Planner
![Page 9: Dilzer presentation april 2014](https://reader033.vdocument.in/reader033/viewer/2022061220/548a9e56b47959674d8b4677/html5/thumbnails/9.jpg)
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