Brijesh is a Certified Financial PlannerCM based out of Kolkata. He is the founder director of “Dalmia Advisory Services Pvt. Ltd.” which provides financial planning and wealth management solutions to its esteemed clients. Having an industry experience of over 15 years, Brijesh has a very strong fee based advisory business model. He regularly writes for several leading publications. His opinions are sought very often by the print media on various issues and new developments related to financial markets.
He is the author of book titled “A Laymans Guide to Financial Planning” published by Outlook Money. He has also authored 2 books (“Investment Planning” and “Advance Financial Planning”) for CFPCM Certification program in India which are approved by Financial Planning Standards Board, India.
He has a passion towards training. He conducts regular training programs on motivation, mission statement, business development, financial planning, goal setting, Sales, ethical advisory practices, etc. Till now he has conducted over 300 programs across India covering over 10,000 participants. He is also invited as a guest speaker by several companies, NGO’s, trade bodies, associations and forums. He is also a faculty for various modules of CFPCM Certification program.
Brijesh is very actively involved with Round Table India and is currently the Chairman of the Kolkata Chapter CPRT 34. He is also in the board of Directors of ‘Foundation of Independent Financial Advisors’, an all India association of financial advisors. Brijesh’s hobby includes reading, surfing, writing and listening to music. Tennis and Cricket are his favorite sports.
Ms Ruchika Gupta
Ms Ruchika Gupta is an alumini of St. Xaviers College Kolkata. She was awarded a silver medal in MBA from VisvaBharati University.
She is Director in leading Hindi daily SANMARG. She is also the Director of RVG Enterprise Private Ltd & San Entertainment – one of Kolkata’s leading Brand management companies. She was Chairperson of FICCI FLO Kolkata for the year 2012-13. She conceptualized ‘Aparajita’ with FICCI FLO, an award function which honors successful women from all disciplines through popular votes.
She takes Corporate Social Responsibilities very seriously and works with NGOsto supportslum Children. She has conceptualized scholarship schemes for the promotion of Hindi through RAG Awards. The ‘Sanmarg Foundation’ grants scholarships to needy children for higher education.
Mr Himanshu Ajmera
Mr Himanshu Ajmera is an alumini of StXaviers College Kolkata. He has diversified business interest based in Kolkata.
He is the Promoter Director of Accord Capital markets Ltd(Member of BSC, NSC, NSDL, CDSL, MCX, CDX). He is the Promoter Director of Bengal Silver Spring Projects Limited, Silver Spring Club, Space Circle Club & Resort Pvt. Ltd, The Circle Club.
Mr.Ajmera has a long association with the education sector. He is a Committee Member of Bhawanipore Gujrati Education College.