Rajesh Dalmia

Rajesh Dalmia Email and Phone Number

Certified Financial Planner CM @
Rajesh Dalmia's Location
Kolkata, West Bengal, India, India
Rajesh Dalmia's Contact Details

Rajesh Dalmia personal email

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.

Rajesh Dalmia's Current Company Details
Dalmia Financial Services

Dalmia Financial Services

Certified Financial Planner CM
Rajesh Dalmia Work Experience Details
  • Dalmia Financial Services
    Partner
    Dalmia Financial Services Jan 2020 - Present
    Kolkata, West Bengal, India
  • Dalmia Wealth Pvt Ltd
    Director
    Dalmia Wealth Pvt Ltd Jul 2007 - Dec 2016
    Kolkata, West Bengal, India
    Founded this company in 2007
    View
  • Mandar Learning Academy Pvt Ltd
    Director
    Mandar Learning Academy Pvt Ltd Mar 1992 - Jun 2007
    Kolkata Area, India
    Content Development, Training Modules on Financial literacy, Advisor Training, Marketing.

Rajesh Dalmia Skills

Training Strategic Financial Planning Student Recruiting International Education Financial Advisory Team Management Investments Financial Planning Finance Wealth Management Mutual Funds Soft Skills Online Marketing Higher Education Financial Planning Content Development Student Recruitment

Rajesh Dalmia Education Details

Frequently Asked Questions about Rajesh Dalmia

What company does Rajesh Dalmia work for?

Rajesh Dalmia works for Dalmia Financial Services

What is Rajesh Dalmia's role at the current company?

Rajesh Dalmia's current role is Certified Financial Planner CM.

What is Rajesh Dalmia's email address?

Rajesh Dalmia's email address is da****@****ail.com

What schools did Rajesh Dalmia attend?

Rajesh Dalmia attended Magadh University, A N College, Modern Sainik School.

What are some of Rajesh Dalmia's interests?

Rajesh Dalmia has interest in Health, Personal Financial Planning, Financial Planning Education, Higher Education Abroad.

What skills is Rajesh Dalmia known for?

Rajesh Dalmia has skills like Training, Strategic Financial Planning, Student Recruiting, International Education, Financial Advisory, Team Management, Investments, Financial Planning, Finance, Wealth Management, Mutual Funds, Soft Skills.

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