Wealth Entrepreneur

Relationship Manahgers / Wealth Managers

Founded in 2007, Dalmia Wealth Pvt. Ltd. is one of Indias leading wealth management firms, offering comprehensive investment solutions across various asset classes.

Founded by Mr Brijesh Dalmia, a financial services professional with over

30 years of industry experience.

• Offices in Mumbai and Kolkata
• Strong in-house research and advisory capabilities
• Product suite includes Mutual Funds, PMS, AIFs, Bonds,

Insurance, and other wealth solutions

Pain Points of Relationship Mangers/ Wealth Managers

Constant pressure of monthly targets leading to stress and burnout

• Forced selling of products that may not always align with client interests, creating ethical conflicts
• No ownership of clients most clients remain with the employer when the RM exits
• Years of effort build value for the organisation, not the RM
• Income capped at salary plus limited incentives, regardless of performance
• Earnings stop immediately upon leaving the job
• No long-term asset creation no goodwill or annuity income
• High attrition with zero compounding of career value
• Client relationships remain transactional and employer-controlled

Why Becoming a Wealth Entrepreneur Is a Game-Changer

• Complete ownership of clients

  your book stays with you

• Annuity-based income

  linked to AUM growth
• Freedom from rigid monthly targets; focus on genuine advisory
• Compounding benefits effort today creates income for years
• Opportunity to build a

  personal brand

• Unlimited earning potential

  , driven by AUM, not KPIs
• Flexibility to offer right-fit products, enhancing client trust
• Transition from salesperson to true wealth advisor
• Greater control over time, growth, and geography
• Creation of a

  legacy asset

  with real enterprise value

• Equity participation

  enabling long-term wealth creation
• Revenue sharing of

  up to 70%