Team and Management - DSFS WEALTH LLP

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

Highly experienced individual in the field of finance, with a rich family legacy in the insurance business. After graduating in Commerce in 1983, he embarked on a successful career path that spans several decades. Kaushal began his career as an Authorized Agent for Post Office Small Savings Schemes, Life Insurance, Mutual funds, and the P.P.F. Scheme. His work in these areas provided him with a strong foundation in financial products and services.

He is one of the pioneers in initiating private mutual fund operations in Ahmedabad, Gujarat. This underscores his innovative and forward-thinking approach to the financial sector, as he recognized the importance of mutual funds as a vital investment tool.

Excellent ability to establish and manage distribution networks for various financial products. This skill has allowed him to extend the reach of these products to a wider audience and provide valuable financial solutions to his clients.

With close to 40 years of rich experience in financial planning, he possesses a wealth of knowledge and expertise in the field. Over the years, he has undoubtedly contributed significantly to the financial well-being of numerous individuals and families by helping them achieve their financial goals and secure their future.

Aalisha D Shah

Certified Financial Planner (CFP)

Aalisha Shah is a Certified Financial Planner (CFP) with over 13 years of extensive experience in wealth management.

With her expertise and knowledge, she is dedicated to helping clients achieve their financial goals and secure their financial future. Whether it's investment planning, retirement strategies, tax optimization, or comprehensive financial planning, Aalisha provides personalized services to guide her clients towards financial success.

Her commitment to financial excellence and her track record of successful wealth management makes her a trusted partner for individuals seeking financial security and prosperity.

Dishant A Shah

Chartered Accountant

Dishant Shah is a professional with a strong background in finance and taxation. He completed his Chartered Accountancy in year 2011.

As a Chartered Accountant, he possesses a deep and comprehensive understanding of the Indian Tax system, making him a valuable resource for individuals and businesses seeking expert advice in investment planning.

His competency equips him with a unique skill set to assist clients in optimizing their financial strategies and investments. His knowledge in financial product distribution enables him to offer sound guidance on investment options, insurance, and wealth management, aligning these choices with tax-efficient solutions.