Mutual Fund Distributor/ Independent Financial Associates

4 weeks ago

New Delhi, India Dalmia Wealth Pvt Ltd Full time

Company DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. With a client-first philosophy, we have earned the respect and loyalty of our clients through prompt responses to their queries. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role Description We are parterning with MFDs and IFAs Dalmia Wealth is a fast growing third party wealth distribution house- We are inviting Independent Financial Advisors and Mutual Fund Distributors to partner with us and be a part of a larger, scalable exosystem. We work across Mutual Funds, PMS and AIFs, and other wealth products with strong AMC tie-ups and tech-enabled support for client engagement and reporting.What we Offer: Opportunity to partner or integrate your existing book under Dalmia Wealth's platform Option to acquire or absorb your current business with continuity for your clients. Access to digital tools, CRM, portfolio dashboards and research reports. Co-branded marketing, lead generation and AMC event participation. Strong back office, compliance and reporting assistance. Transparetn revenue sharing and long term partnership structureWho Should JoinActive IFAs / MFDs managing Rs 25CR + AUMLooking to scale beyond individual capacity with institutional backingCommitted to long-term client relationships and holistic wealth managementOpen to exploring MF, PMS, and AIF opportunities for their clientsIf you’re an advisor ready to take your business to the next level — while retaining independence and trust — Dalmia Wealth would love to collaborate.DM us or email us with subject “IFA/MFD Partnership – Dalmia Wealth ”

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