Mr. Dinesh Bhalawala, is a Financial and Estate Planner who pursued his Masters in Commerce, following which he did a certificate course in Information Technology, as well as a course to become a Certified Financial Planner. Since then, he has registered IFA with the Association of Mutual Funds in India and with the Insurance Regulation and Development Authority (IRDA). He is a Gold Partner with ICICI Prudential Mutual Fund, Star Key Partner with HDFC Mutual Fund and a Gold Partner with Reliance Mutual Fund.

Mr. Bhalawala started his professional career with UTI (Unit Trust of India), India’s Oldest Mutual Fund Asset Company. He was associated with the company from 1992 to 2003, wherein he handled numerous jobs, such as Investor Relation, Operation, Human Resources, Marketing, etc. From 2003 to 2011, he was appointed as the Chief Representative of UTI Mutual Fund, Bharuch District. In addition to this, he has been a Chairman Club Member, UTI Mutual Funds in 2012-13 and 2013-14, during the course of which he has set up offices in Surat and Bharuch.

However, it was in 2003 that he started Urmi Investment. The aim of the company, since the beginning, has been to focus on Investor Needs and Providing Goal Based Financial Planning to Investors. Serving around 3000 Investors, Urmi Investment Consultancy provides a number of services like Mutual Fund Distribution, Life Insurance, NRI Investment and Trust Investment. Apart from this, they assist clients in their Regular Income Planning and Portfolio Management. They have an Authorised Service Agent for PAN Card who facilitates PAN Card Services.

  • Mutual Fund
  • Online Share Trading
  • Portfolio Management
  • Insurance
  • Fixed Deposit
  • Derivatives