Partner
Current
Dalmia Financial Services
Jan 2020 - Present
AeroLeads people directory · profile
Rajesh Dalmia Email & Phone Number
Certified Financial Planner CM
at
Dalmia Financial Services
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 100%
Current company
Dalmia Financial Services
Role
Certified Financial Planner CM
Location
Kolkata, West Bengal, India
Who is Rajesh Dalmia? Overview
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Quick answer
Rajesh Dalmia is listed as Certified Financial Planner CM at Dalmia Financial Services, based in Kolkata, West Bengal, India. AeroLeads shows a matched LinkedIn profile for Rajesh Dalmia.
Rajesh Dalmia previously worked as Partner at Dalmia Financial Services and Director at Dalmia Wealth Pvt Ltd. Rajesh Dalmia holds B.Com, Finance from Magadh University.
Profile bio
About Rajesh Dalmia
Certified Financial Planner | Author | Financial Trainer | 35+ Years of Expertise in Personal FinanceI am a seasoned Certified Financial Planner and a AMFI certified Mutual Fund Distributor with over 35 years of experience guiding individuals and families toward financial independence. I specialize in mutual funds, insurance solutions, and retirement strategies, tailoring solutions to help clients secure their financial future.As an author of multiple books on financial planning and course book of CFP Curriculum in India, I am passionate about sharing practical, easy-to-understand insights that empower readers to make informed financial decisions. I also conduct financial training sessions, designed to simplify complex concepts and foster financial literacy.Driven by the belief that financial security is achievable for everyone, I have dedicated my career to helping people create sustainable wealth-building plans. Connect with me to explore how I can assist you in achieving your financial goals.
Listed skills include Training, Strategic Financial Planning, Student Recruiting, International Education, and 12 others.
Current workplace
Rajesh Dalmia's current company
Company context helps verify the profile and gives searchers a useful next step.
Dalmia Financial Services
3 roles
Rajesh Dalmia work experience
A career timeline built from the work history available for this profile.
Jul 2007 - Dec 2016
Director
Mandar Learning Academy Pvt Ltd
Content Development, Training Modules on Financial literacy, Advisor Training, Marketing.
Mar 1992 - Jun 2007
3 education records
Rajesh Dalmia education
FAQ
Frequently asked questions about Rajesh Dalmia
Quick answers generated from the profile data available on this page.
What company does Rajesh Dalmia work for?
Rajesh Dalmia works for Dalmia Financial Services.
What is Rajesh Dalmia's role at Dalmia Financial Services?
Rajesh Dalmia is listed as Certified Financial Planner CM at Dalmia Financial Services.
Where is Rajesh Dalmia based?
Rajesh Dalmia is based in Kolkata, West Bengal, India while working with Dalmia Financial Services.
What companies has Rajesh Dalmia worked for?
Rajesh Dalmia has worked for Dalmia Financial Services, Dalmia Wealth Pvt Ltd, and Mandar Learning Academy Pvt Ltd.
How can I contact Rajesh Dalmia?
You can use AeroLeads to view verified contact signals for Rajesh Dalmia at Dalmia Financial Services, including work email, phone, and LinkedIn data when available.
What schools did Rajesh Dalmia attend?
Rajesh Dalmia holds B.Com, Finance from Magadh University.
What skills is Rajesh Dalmia known for?
Rajesh Dalmia is listed with skills including Training, Strategic Financial Planning, Student Recruiting, International Education, Financial Advisory, Team Management, Investments, and Financial Planning.
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