Aakarsh Dalmia
Aakarsh’s young age gives him a unique understanding of the thinking and financial needs of today’s generation.
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Aakarsh Dalmia is a highly accomplished financial expert with deep experience in the mutual fund and insurance industry. At just 28 years old, Aakarsh manages over ₹90 crore in mutual fund assets under management (AUM) and serves more than 200 clients across India with his team of 5 employees at his company, Dalmia Financial Services based out of Kolkata.
As AMFI certified Mutual Fund Distributor and a Certified Financial Planner, he specializes in mutual fund distribution, wealth management, insurance solutions, retirement goals, Estate planning and comprehensive financial strategies.
Aakarsh’s young age gives him a unique understanding of the thinking and financial needs of today’s generation. He is passionate about helping younger professionals build a secure financial future through smart investing and planning.
As President of JCI Kolkata and Chartered President of BNI Ethos, Aakarsh has also showcased leadership that bridges generations.
His blogs and articles are regularly published online, offering actionable insights, and he frequently conducts investor awareness sessions to educate individuals on the importance of financial literacy. Aakarsh’s ability to connect with younger audiences and his vast expertise make him a compelling guest speaker for TV discussions on personal finance, wealth-building, and investment strategies.