Cfp Dalvi Email
Estate Planning - Operations and Relationship Management Head @ Universal Trustees
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Cfp Dalvi Location
- Mumbai, MH, IN
Cfp Dalvi Work
- Estate Planning - Operations and Relationship Management Head @ (April 2025 - Present)
- Manager @ (July 2024 - April 2025)
- Assistant Manager @ (April 2022 - August 2024)
- Employee @ (March 2016 - April 2022)
- Articled Trainee @ Anil Joshi & Co. (September 2012 - September 2015)
Cfp Dalvi Education
- BIRLA COLLEGE
B.Com (Accounting, Financial Management, Company Secretarial Practice, Management Studies)
2012-2014 - BIRLA COLLEGE
Bachelor of Commerce (B.Com.)
2009-2014 - BIRLA COLLEGE 2011
- BALAK MANDIR SANSTHA’S ENGLISH MEDIUM SCHOOL 1997-2009
Cfp Dalvi Summary
- Cfp Dalvi, based in Mumbai, MH, IN, is currently a Estate Planning - Operations and Relationship Management Head at Universal Trustees Private Limited. Cfp Dalvi brings experience from previous roles at Universal Trustees Private Limited, M. P. Chitale & Co., Chartered Accountants and Anil Joshi & Co.. Cfp Dalvi holds a 2012 - 2014 B.Com in Accounting, Financial Management, Company Secretarial Practice, Management Studies @ BIRLA COLLEGE.
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