Become financially Independent with Dalmia Financial Services

Dalmia Financial Service: A Lineage

Providing personalised guidance to satisfied clients for more than 3 decades every step of the way.

250+

35

Years of experience

Happy clients

stacked round gold-colored coins on white surface
stacked round gold-colored coins on white surface

About Us

Helping individuals with their personal finance.

Aakarsh Dalmia is a Certified Financial Planner (CFP) with over 6 years of experience in managing the personal finances of 250 families. As the founder of Dalmia Financial Services, he heads client relationships with a dynamic approach, ensuring personalized financial solutions that help individuals and families achieve security and growth through strategic planning and investments.

Aakarsh is passionate about simplifying personal finance for the masses, making financial concepts more accessible and understandable. Through his regular blog posts and financial awareness workshops, he aims to empower people to make informed decisions about their money and build a secure, prosperous future.

Rajesh Kumar Dalmia, a seasoned Certified Financial Planner and AMFI-certified Mutual Fund Distributor, has over 35 years of experience helping individuals and families achieve financial independence. Specializing in mutual funds, insurance, and retirement strategies, he tailors solutions to secure clients' financial futures.

As an author of multiple financial planning books and contributor to the CFP curriculum in India, Rajesh simplifies complex financial concepts. He also conducts training sessions to promote financial literacy, driven by a passion for empowering others to build sustainable wealth.


Aakash Dalmia

Rajesh Kumar Dalmia

Learn. Progress. Thrive.

Make informed decisions with our insights and comprehensive financial planning services.

"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

person holding iphone 6 near macbook pro
person holding iphone 6 near macbook pro

★★★★★