Diligent Insurance & Investments Consultants
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Investing Made Simple, Results Made Real

About Us

Founded by Deepak Dalvi, a Post Graduate in Finance and a Certified Financial Planner (CFP) with over 23 years of industry experience, our firm is built on deep expertise and a client-first philosophy. His vision has been to simplify complex financial decisions and provide practical, goal-oriented solutions for individuals and businesses alike.

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25+

Years

Of experience in Financial service

Tailored Services. Smarter Returns

Our Services

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Portfolio Guidance

Investing is not a one-time activity — it’s an ongoing journey. As markets change, goals...

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Insurance Services

Insurance policies are designed to safeguard different aspects of your life — from your income...

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Tax Optimization

Is Your Tax Planning Aligned with Your Financial Goals? Many investors make the mistake...

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Digital Investment

The world has gone digital — and so has investing. Gone are the days of long forms...

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Goal-based Investment

Every financial journey begins with a dream — a new home, your child’s education, a comfortable...

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Investor Education

We believe that an informed investor is a confident investor. Our mission is not just to help...

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Let’s discuss how we can help make your business better

Boost Your Business Today

Strategy is the key to success

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Customer Support

We stand by you at every step, ensuring clarity, confidence, and seamless service in your financial journey.

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Tailored Plan

Your goals are unique — so are our strategies, designed to fit your needs and aspirations perfectly.

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Research-Based Decision Making

Every recommendation is backed by in-depth analysis, market insights, and proven expertise

Get your investment aligned to your Goal

Financial Calculators

SIP Wealth creation

Child Education

Dream Home Plan

Retirement Plan

Child Marriage

Dream Vacation Plan

Our Testimonials

Client’s Feedbacks

“I’ve known Deepak Dalvi for 10 years, and I can say with full confidence that he is one of the most dependable insurance professionals I’ve met. What sets him apart is not just his credentials — he’s Post graduate, CFP, MFD & Insurance experts etc. — but how he handles clients during actual crises. I experienced this first-hand during my accident three year back. While I was dealing with the shock and hospital formalities, he took complete charge of the claim process. From paperwork to coordinating with the insurer and hospital TPA desk, he was available on call day and night. My claim was settled smoothly without a single follow-up from my side. He doesn’t push products. He listens, understands your family’s needs, and suggests what’s truly required. No jargon, no hidden terms. Just honest advice. If you want an advisor who will stand by you when it actually matters, not just while selling the policy, Deepak Dalvi is the person to trust. His service before and after the sale is exceptional. Highly recommend him to anyone looking for genuine, reliable insurance support.”

Mr JOSEPH DSOUZA
Mr JOSEPH DSOUZA
Senior Govt officers

“The level of expertise and personalized attention provided for my insurance and investment needs has been outstanding. Every recommendation is well thought out and aligned with my long-term financial goals. Their proactive approach and consistent support truly make them a dependable financial partner.”

Mr Siju Lawrence
Mr Siju Lawrence
Technical Manager - Danial & Sons

“Deepak and Rashmi have been providing me with excellent investment advice and overseeing my family's equity and insurance portfolio for over three years. We are very pleased with their services. They have helped us establish a sound financial portfolio that is tailored to our specific goals and objectives. Both are well educated in their respective fields and are available to guide you with all the queries that you throw at them with a personal and well researched approach. Looking forward to a long-lasting relationship with them.”

Mr Harshal Barge
Mr Harshal Barge
Head HR - Miraj Studio

“I truly appreciate the quality of financial advice provided. The guidance is always practical, well-structured, and aligned with my long-term goals. It has helped me make better financial decisions with confidence.”

Mr Minesh Nilankar
Mr Minesh Nilankar
Graphics Designer

“Professional and reliable financial advice with a clear focus on long-term goals. The approach is transparent, well-structured, and client-centric, making financial planning simple and effective.”

Mr Rajnath Patel
Mr Rajnath Patel
Sr. Manager, Skoda Auto Volkswagen India Ltd.

““Working with Diligent Insurance has been an outstanding experience. Their team demonstrates deep knowledge and expertise in Vehicle Insurance, Medical and Accident Policy. Handling above 400 Vehicle Insurance Services of RAJESH CARGO MOVERS in a very efficient manner since last 7 years. I had a very positive experience with Diligent Insurance company. From the moment I reached out, their team was responsive, knowledgeable, and genuinely focused on helping out staff to find the right coverage for our needs. The entire process—from consultation about Group mediclaim policy, Group Accidental Policy setup—was smooth and transparent, with no hidden surprises. What stood out most was their customer support. Whenever we had questions or needed assistance, they were quick to respond and provides clear, helpful guidance. During our claim process, they handled everything efficiently and kept us informed with every step of progress, which gave us a lot of peace of mind and hassle free claim settlement. Overall, I appreciate their professionalism, reliability, and commitment to customer satisfaction. I would definitely recommend them to anyone looking for trustworthy insurance services.”

Leena Shetkar
Leena Shetkar
Director Rajesh Cargo Movers India Pvt Ltd
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Experts You Can Rely On. Advice You Can Trust

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