Dalmia Advisory Services Pvt. Ltd. (DASPL) was incorporated with an objective of providing financial planning and wealth management solution to investors.

Mission Statement :  

“We all pass through this world once. Let’s do our job with honesty, sincerity and integrity.”

Our Objective :

* To be appointed as your Personal Financial Advisor.
* To assist you in reaching your end goal.
* To provide unbiased advice.
    

Our Value Preposition :

* We are fee based advisors & planners.

* Our primary source of income is Fee received from Clients.

* We give our clients the option to invest through their existing agents. As such you    can be sure that we offer you an un-biased advice which is free from any Conflict    of Interest.

* We intend to reduce your cost by suggesting you products having lesser cost,     without compromising on returns.

    

Key People :

    Certified Financial Planner
    Certified Financial Planner
    Other industry certifications.
    Other industry certifications.
    Over 20 years of experience of managing client’s wealth.
    Over 15 years of experience of managing client’s wealth.
    Training – Conducts various trainings on Financial Planning, mutual funds etc.
    Training – Conducts various trainings on Financial Planning, mutual funds etc.

Author –

Authored two books, namely

    • Retirement Planning & Employee Benefits.
    • Risk Management & Insurance Planning.
 Author –

Authored four books, namely
    • A layman’s guide to Financial Planning (Published by Outlook Money)
    • Introduction to Financial Planning
    • Investment Planning
    • Advanced Financial Planning.
Media –   
                
Writes articles for various financial magazines.

 Media –   
                
Writes articles for various financial magazines.
 
 
 
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