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, Author of the book Live Rich Die Rich, is a Certified Financial Planner (CFP) with over 6 years of experience in managing the personal finances of more than 250 families. As the founder of Dalmia Financial Services, he leads client relationships with a dynamic and client-first approach, ensuring personalized financial solutions that help individuals and families achieve long-term security and sustainable growth through strategic planning and smart investments.

Aakarsh is deeply passionate about simplifying personal finance for the masses and making complex financial concepts easy to understand and apply in real life. Through his regular blog posts, financial awareness workshops, and thought leadership initiatives, he strives 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

★★★★★