Become financially Independent with Dalmia Financial Services
Your Partner in Wealth Creation
Helping Individuals with their personal finance
Overview of Dalmia Financial Services
At Dalmia Financial Services client relationships are at the forefront of everything we do. The products and services that we suggest, the guidance that we provide are all tailored to your unique needs. From your first income to your retirement and further, we intend to be there and expertly help you navigate money matters. It is a journey we want to take with you!
Our Values
Explore our Finance Solutions curated just for you.
Transparency and Simplicity
Making finance easy to understand by explaining products openly, so clients know exactly what they’re getting and feel confident in their choices.
Client-Focused Solutions
Prioritizing each client’s unique financial goals and creating tailored plans that align with their needs, rather than a one-size-fits-all approach.
Empowering Through Knowledge
Providing clients with clear information so they feel informed, confident, and in control of their financial decisions and long-term goals.
Honesty and Trust
Building strong, trusted relationships by offering honest advice and acting ethically, creating lasting bonds with clients based on integrity.
Safe Growth Strategies
Combining growth with safety by recommending plans that balance returns with security, ensuring clients’ financial futures are protected and steadily growing.
Learning and Adapting
Continuously staying updated on industry changes to offer relevant, adaptive financial strategies that best serve clients in a changing world.
Transparency and Simplicity
Client-Focused Solutions
Empowering Through Knowledge
Safe Growth Strategies
Learning and Adapting
Honesty and Trust
Calculate. Evaluate. Progress
Plan every step of your investment journey.
"I highly recommend Aakarsh Dalmia and his team! They made my health insurance process stress-free, handling approvals swiftly and supporting me through every step. Reliable, caring, and always there to help!"
Nilesh Goel
"Aakarsh Dalmia and his team have been fantastic! They made my mutual fund investment process seamless, handling everything efficiently and providing guidance at every stage. Trustworthy, knowledgeable, and always available to help!"
Rohan Raj
★★★★★
★★★★★
Visit Us Today!
Expertise in mutual funds, portfolio management for individuals. Operating pan India and abroad.
Opening Hours
Mon-Fri 9am-5pm
Note:
AMFI Registered Mutual Fund Distributor
Dalmia Financial Services
Mutual Fund Investments are subject to market risks. Please read all scheme related documents carefully.
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Insurance
Mutual Funds
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Demat Accounts
GOI/RBI Bonds
Tax Free Bonds
Loan Syndication
Portfolio Management Services