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.
At Diligent Insurance & Investment Consultants, we believe that financial security is not just about products—it’s about trust, consistency, and thoughtful planning.
The word “Diligent” reflects who we are: careful, committed, and consistently attentive to our clients’ financial well-being. We take pride in delivering disciplined advice, proactive service, and long-term value through every stage of our clients’ financial journeys.
Today, we are proud to serve 4000+ families along with a select group of corporate clients, offering comprehensive solutions across:
Our commitment to service is reflected in the trust our clients place in us. We process approximately 900 claims annually, ensuring timely support when it matters the most.
With a managed portfolio of over ₹150 million, we handle a diverse and balanced mix of retail and corporate financial needs, always focusing on protection, growth, and long-term stability.
At Diligent, we don’t just advise—we partner with you in building a secure and confident financial future.
To guide clients with honest advice, simple solutions, and goal-based investment planning, helping them make informed decisions and stay invested for long-term success.
Contact UsTo help families achieve financial security and long-term wealth through smart and disciplined investing.
Contact UsClient First - We always put our clients’ goals, needs, and interests at the centre of everything we do.
Trust & Transparency - We believe in clear communication, honest advice, and complete transparency in every recommendation.
Simplicity - We make investing easy to understand, avoiding unnecessary complexity and jargon.
Disciplined Investment : Stay consistent with your investments to build steady, lasting wealth.
Prioritise Your Goals : Focus on what matters most to align resources with your life’s priorities.
Start Timely : The earlier you begin, the more your money benefits from compounding.
Do Not Time the Market : Invest steadily instead of chasing short-term market highs and lows.
Expert Advice : Make informed decisions with guidance backed by research and market insights.
Patience : Give your investments the time they need to grow and deliver.