About Me

AMFI Registered MFD, Aspiring CFP & Completed graduation in B.tech food technology.

With a background in B.Tech, I’ve always been driven by data, systems, and logic. I realised that many professionals work hard for their money but don’t have a “system” to make their money work for them. That’s why I founded CN Dalvi & Co. Financial Services.

Currently, I manage over 60+ satisfied clients, focusing on goal-based investing rather than market speculation. As an aspiring Certified Financial Planner (CFP) and a AMFI Registered MFD, my approach is built on three pillars. Data-Backed Research: Using my technical background to analyse fund performance beyond just “past returns.” Digital Transparency: Partnered with Asset Plus to provide my clients with a world-class mobile app for 24/7 portfolio tracking and paperless investing. Goal-Centric Planning: Whether it’s retirement, child education, or wealth creation, every SIP we start has a purpose. What I offer: Mutual Fund Distribution & SIP Planning. Portfolio Review & Rebalancing. Digital-first investment experience (no paperwork, ever).

Helping MSMEs to get registered with UDYAM and managed their wealth. Based in Nashik, serving clients across India digitally. Ready to simplify your finances? Let’s connect with me.

http://www.assetplus.in/mfd/ARN-302286