Estate Planning - Operations and Relationship Management Head @ Universal Trustees
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Cfp Dalvi Location
Mumbai, MH, IN
Cfp Dalvi Work
2025 -
now Estate Planning - Operations and Relationship Management Head @
2024 -
2025 Manager @
2022 -
2024 Assistant Manager @
2016 -
2022 Employee @
2012 -
2015 Articled Trainee @ Anil Joshi & Co.
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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