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Gourav Roy Email & Phone Number
Financial Planner
at
Dilzer Consultants ( SEBI Registered Investment Advisor )
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planner
Location
Kochi, Kerala, India
Company size
Who is Gourav Roy? Overview
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Quick answer
Gourav Roy is listed as Financial Planner at Dilzer Consultants ( SEBI Registered Investment Advisor ), a with 31 employees, based in Kochi, Kerala, India. AeroLeads shows a matched LinkedIn profile for Gourav Roy.
Gourav Roy previously worked as Portfolio Assistant at Peakalpha and Summer Intern at Impactguru. Gourav Roy holds Post Graduate Diploma In Management, Human Resources Management/Personnel Administration, General And Operation Management, Pursuing from Xavier Institute Of Management And Entrepreneurship.
Company email context
Email format at Dilzer Consultants ( SEBI Registered Investment Advisor )
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Dilzer Consultants ( SEBI Registered Investment Advisor )
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Profile bio
About Gourav Roy
As a certified Investment Advisor (NISM SEBI) and Portfolio Assistant, I manage client relationships and deliver tailored financial planning services, including retirement planning and risk management. I conduct comprehensive financial reviews for my own clients, generate detailed performance reports, and collaborate with operations, customer advocacy, and insurance teams to optimize processes. My daily responsibilities also include insurance gap computation, tax planning, benchmarking, and portfolio XIRR calculations, all while continuously enhancing my expertise through NISM VA and XA certifications.
Current workplace
Gourav Roy's current company
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Dilzer Consultants ( Sebi Registered Investment Advisor )
4 roles
Gourav Roy work experience
A career timeline built from the work history available for this profile.
Portfolio Assistant
CurrentAs a certified Investment Advisor (NISM SEBI) and Portfolio Assistant, I manage client relationships and deliver tailored financial planning services, including retirement planning and risk management. I conduct comprehensive financial reviews for my own clients, generate detailed performance reports, and collaborate with operations, customer advocacy, and insurance teams to optimize processes. My daily responsibilities also include insurance gap computation, tax planning, benchmarking, and portfolio XIRR calculations, all while continuously enhancing my expertise through NISM VA and XA certifications.
Apr 2024 - Present
May 2023 - Sep 2024
Customer Service Associate
Customer Service Associate:• Resolved online ordering issues and concerns to promote a seamless ordering process for customers • Assisted Clients with product related questions to facilitate online ordering process.
Sep 2020 - Mar 2021
Team & coworkers
Colleagues at Dilzer Consultants ( SEBI Registered Investment Advisor )
Other employees you can reach at dilzer.net. View company contacts for 31 employees →
PM
Padmini Manikandan
Colleague at Dilzer Consultants ( Sebi Registered Investment Advisor )Bengaluru, Karnataka, India
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SR
Shalini Raj
Colleague at Dilzer Consultants ( Sebi Registered Investment Advisor )Bengaluru, Karnataka, India
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AT
Ayesha Tabassum
Colleague at Dilzer Consultants ( Sebi Registered Investment Advisor )Bengaluru, Karnataka, India
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RS
Raghavendra Suryavamsam
Colleague at Dilzer Consultants ( Sebi Registered Investment Advisor )Bengaluru, Karnataka, India
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CS
Charlies Sailin
Colleague at Dilzer Consultants ( Sebi Registered Investment Advisor )Tampa, Florida, United States
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RM
Rashmi Mahesh
Colleague at Dilzer Consultants ( Sebi Registered Investment Advisor )Bengaluru, Karnataka, India
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SK
Sridhara Kumudavalli
Colleague at Dilzer Consultants ( Sebi Registered Investment Advisor )Bengaluru, Karnataka, India
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AT
Ayesha Tabassum
Colleague at Dilzer Consultants ( Sebi Registered Investment Advisor )Bengaluru, Karnataka, India
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DB
Dinshaw Billimoria
Colleague at Dilzer Consultants ( Sebi Registered Investment Advisor )Bengaluru, Karnataka, India
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NP
Nikita Premanand
Colleague at Dilzer Consultants ( Sebi Registered Investment Advisor )Bengaluru, Karnataka, India
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Padmini Manikandan
Colleague at Dilzer Consultants ( Sebi Registered Investment Advisor )Bengaluru, Karnataka, India
View →
SR
Shalini Raj
Colleague at Dilzer Consultants ( Sebi Registered Investment Advisor )Bengaluru, Karnataka, India
View →
AT
Ayesha Tabassum
Colleague at Dilzer Consultants ( Sebi Registered Investment Advisor )Bengaluru, Karnataka, India
View →
RS
Raghavendra Suryavamsam
Colleague at Dilzer Consultants ( Sebi Registered Investment Advisor )Bengaluru, Karnataka, India
View →
CS
Charlies Sailin
Colleague at Dilzer Consultants ( Sebi Registered Investment Advisor )Tampa, Florida, United States
View →
RM
Rashmi Mahesh
Colleague at Dilzer Consultants ( Sebi Registered Investment Advisor )Bengaluru, Karnataka, India
View →
SK
Sridhara Kumudavalli
Colleague at Dilzer Consultants ( Sebi Registered Investment Advisor )Bengaluru, Karnataka, India
View →
AT
Ayesha Tabassum
Colleague at Dilzer Consultants ( Sebi Registered Investment Advisor )Bengaluru, Karnataka, India
View →
DB
Dinshaw Billimoria
Colleague at Dilzer Consultants ( Sebi Registered Investment Advisor )Bengaluru, Karnataka, India
View →
NP
Nikita Premanand
Colleague at Dilzer Consultants ( Sebi Registered Investment Advisor )Bengaluru, Karnataka, India
View →
4 education records
Gourav Roy education
Post Graduate Diploma In Management, Human Resources Management/Personnel Administration, General And Operation Management, Pursuing
Bachelor Of Commerce - Bcom, Business/Commerce, Honours, 51%
Business/Trade/Commerce, Isc - 80.5%
Icse - 74.4%
FAQ
Frequently asked questions about Gourav Roy
Quick answers generated from the profile data available on this page.
What company does Gourav Roy work for?
Gourav Roy works for Dilzer Consultants ( SEBI Registered Investment Advisor ).
What is Gourav Roy's role at Dilzer Consultants ( SEBI Registered Investment Advisor )?
Gourav Roy is listed as Financial Planner at Dilzer Consultants ( SEBI Registered Investment Advisor ).
Where is Gourav Roy based?
Gourav Roy is based in Kochi, Kerala, India while working with Dilzer Consultants ( SEBI Registered Investment Advisor ).
What companies has Gourav Roy worked for?
Gourav Roy has worked for Dilzer Consultants ( Sebi Registered Investment Advisor ), Peakalpha, Impactguru, and Amazon.
Who are Gourav Roy's colleagues at Dilzer Consultants ( SEBI Registered Investment Advisor )?
Gourav Roy's colleagues at Dilzer Consultants ( SEBI Registered Investment Advisor ) include Padmini Manikandan, Shalini Raj, Ayesha Tabassum, Raghavendra Suryavamsam, and Charlies Sailin.
How can I contact Gourav Roy?
You can use AeroLeads to view verified contact signals for Gourav Roy at Dilzer Consultants ( SEBI Registered Investment Advisor ), including work email, phone, and LinkedIn data when available.
What schools did Gourav Roy attend?
Gourav Roy holds Post Graduate Diploma In Management, Human Resources Management/Personnel Administration, General And Operation Management, Pursuing from Xavier Institute Of Management And Entrepreneurship.
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