Wealth Manager

Were Building a New Wealth Entrepreneur Platform | Dalmia Wealth

After years of working with high-quality relationship managers across India, one thing has become clear:

many talented wealth professionals want ownership, longevity, and meaning in their careersnot just targets.

To address this, Dalmia Wealth is launching a dedicated business vertical designed to partner with relationship managers and wealth managers who aspire to build their own scalable wealth businesses , while leveraging the platform, credibility, and institutional strength of an established firm.

Founded in 2007, Dalmia Wealth Pvt. Ltd. is one of Indias leading wealth management firms, offering comprehensive investment solutions across asset classes. The firm was founded by Mr. Brijesh Dalmia, a financial services professional with over 30 years of industry experience, and operates from Mumbai and Kolkata, supported by strong in-house research and advisory capabilities.

Our product suite includes:

Mutual Funds, PMS, AIFs, Bonds, Insurance, and other comprehensive wealth solutions.

Why This Platform Exists

We understand the realities many relationship managers face today:

Constant pressure of monthly targets leading to stress and burnout

Limited or no ownership of client relationships

Years of effort building value for the organisationnot for yourself

Income capped at salary and short-term incentives

No annuity income, no enterprise value, no legacy asset

Career resets every time you change organisations

This model works for institutionsbut not always for professionals.

A Different Path: Becoming a Wealth Entrepreneur

Our new vertical enables experienced wealth managers to transition from employee to wealth entrepreneur, without starting from scratch.

What this means for you:

Complete ownership of your client relationships

Annuity-based income linked to AUM growth

Freedom from rigid monthly targetsfocus on genuine advisory

Compounding benefits where todays effort creates long-term income

Ability to build your personal brand with institutional backing

Revenue sharing of up to 70%

Equity participation enabling long-term wealth creation

Flexibility over time, growth, and geography

Creation of a legacy asset with real enterprise value

This is a shift from selling products to building a business.

Who Should Apply

This opportunity is best suited for:

Existing Wealth Managers / Relationship Managers

Professionals with a meaningful AUM book across Mutual Funds, PMS, or AIFs

Advisors who value long-term client trust and ethical advisory

Individuals ready to think like business owners, not just performers

If youve spent years building client trust and believe your work should compoundfor you, not just your employerthis may be the right next step.

Reach out to explore a confidential conversation

Or share this with a wealth professional whos ready for the next chapter