Team and Management

Kailaschandra M Dalal
Co-Promoters

After graduating in Commerce with Actuarial Science as a special subject, he represented New Great Insurance Co. Ltd. as their Chief Agent for Gujarat and Saurashtra. From: July, 1955.

On nationalization of Life Insurance Business, he was absorbed in Life Insurance Corporation of India, as a Development Officer and then in April, 1963as the Assistant Branch Manager.

He resigned from L.I.C. in 1965 and started working as a Full Time Life Insurance Agent.

He started working as a P.P.F Agent from 1972 and still active at his present age of 74.

Kaushal K Dalal
Main Promoters

After graduating in Commerce in 1983, he started working as an Authorized Agent for Post Office Small Savings Schemes, Life Insurance, Mutual funds, P.P.F. Scheme.

Since April, 2002, serving DSFS Advisory Services (Pvt.) Ltd as CEO.

He is the 3rd generation in the family, which is engaged in the Business of Insurance. His Grandfather Mr. Mulchand Dalal was representing Royal Insurance Co. Ltd of U.K., as their Chief Agent for Gujarat and Saurashtra since 1912.

Aalisha Dalal
Certified Financial Planner (CFP)

After graduating in Commerce with Actuarial Science as a special subject, he represented New Great Insurance Co. Ltd. as their Chief Agent for Gujarat and Saurashtra. From: July, 1955.

On nationalization of Life Insurance Business, he was absorbed in Life Insurance Corporation of India, as a Development Officer and then in April, 1963as the Assistant Branch Manager.

He resigned from L.I.C. in 1965 and started working as a Full Time Life Insurance Agent.

He started working as a P.P.F Agent from 1972 and still active at his present age of 74.

She is carrying more than 10 years of experience in financial industry, Her rich experience helps in advising, strategizing and management of business.

Ajay Patel

Sr. Relationship Manager

(Mutual Funds)

Bhavin Joshi

Sr. Relationship Manager

(Mutual Funds)

Nilesh Rana

Sr. Relationship Manager

(Mutual Funds)

Nidhi

Backend Support

(Mutual Funds)

Himmat Makwana

Sales Executive

(Mutual Funds)

Harish Bhojani

Sales Executive

(Mutual Funds)

Yatrik Vachharajani

Sr Insurance Advisor

(Life & General Insurance)

Yatrik Vachharajani

Sr Insurance Advisor

(Life & General Insurance)

Hitesh Mehta

(Accounts Team)

Mayank Patel

(Accounts Team)

Pankaj Khatri

(Health & General Insurance)

Jignesh Bhavsar

Claims & Service

(Health & General Insurance)

Dharmendra Kamboya

Data Analysis

(EDP)