Dalvi Wealth Management Ltd

Associate Partner Practice of St. James's Place Wealth Management

Ranjeeta Dalvi DipPFS, MCom, MSc, Director

Ranjeeta has over 10 years’ experience in financial planning and prides herself on providing a holistic, high level financial planning service to her clients. Her aim is to give clients access to top quality advice across the whole financial services spectrum with particular emphasis on investment planning, estate planning, retirement planning and access to mortgages.

She was invited to join the prestigious St. James's Place Wealth Management as an Associate Partner Practice in the Autumn of 2016 having enjoyed an extremely successful career with HSBC. She is looking forward to enhancing her career within the Partnership, as it enables her to place her clients at the centre of everything she does; something which she felt was becoming far more difficult in a large corporate organisation.

Shivani Prabhune, Operations Director

Shivani has over 10 years’ experience in financial services. She is instrumental in delivering our aim of the best possible service and is committed to building long term relationships with all of the company’s clients. Her role is to support the team in maintaining an expanding client base, and support development of the Practice. She aims to make it an enjoyable experience for clients to work with our team.