About Us | Our Mission | Our Activities | Our Team

About Us
Mandar Learning Academy Pvt. Ltd. is a high quality provider of cutting edge education and training services to individuals and organizations in financial planning and capital market modules. Through this:-

1. Student attains their career goals in the financial services sector.
2. Advisors attain financial planning expertise for offering need based solution to their clients, based on in depth industry knowledge.
3. Relationship managers acquire modern and scientific financial planning tools for guiding their HNI clients.
4. Bankers to offer personal financial planning advice to their clients
5. Software professionals get to know about the personal finance industry.
6. Companies meet qualified human resource needs.

Our Mission
The Institute’s mission is “to be a leading provider of cutting-edge education and training services to individuals and organizations to help them excel in meeting challenges and further assist in attaining their respective career goals and human resources needs.”
Key points of our mission are:

1. Our business includes addressing requirements of organizations as well as individuals.
2. Help meet challenges that require high level of performance and productivity.
3. Assist individuals in meeting their career goals by making them employable/getting them jobs.
4. Assist organizations in meeting their human resource needs.

Our Activities

1. Education
   • Education Provider for CFP^CM in India.
   • Education provider for other programs like Diploma in Personal Financial Planning.
   • Classroom training
   • Research & Development
     
     
2. Training & workshops
   • Workshops for independent financial advisors,
   • Workshops for independent investors,
   • Workshops for housewife on financial literacy programs,
   • Workshop for school & college going kids on financial literacy programs,
   • Workshops for corporate for their employees & advisors.
     
     
3. Customized content development
• Content development for the corporate.
• Content development for the training institutes.
• Content development for specific seminars.
  
  
4. Bridge the gap between students & corporate
   • We assist corporate by providing qualified human resources for their operation and expansion requirement.
     
   • We equipt individuals with domain knowledge of financial planning and capital market to make them employable.

Our Team
Our team is made up of a number of highly qualified professionals with diverse experience in the areas of education, training, industry and administration. With extensive academic as well as practical experience, our trainers are able to relate theory with practice and experiential learning. We work within a culture that creates an environment for participants that stimulate diverse and high quality learning experience.

Key People:

Mr. Rajesh Dalmia, CFP^CM
He is a young and dynamic professional in the field of financial services sector and carries 20 years of experience in this field. A commerce graduate, aged 41 years, he has been instrumental in developing his financial planning business. Mr. Rajesh Dalmia has made his presence unique in the financial services industry. His contribution includes - writing print media articles, conducting workshops on financial planning, authoring books on CFP curriculum and being on the panel of experts with personal finance portals. He has built a successful business model in investment advisory and financial planning based on the ethical market practices. He has received several awards for his performance over the years.

Mr. Brijesh Dalmia, CFP^CM, LUTCF(IN)
A commerce graduate, aged 35 years, he has been instrumental in developing his financial planning business in the Eastern region of India and carries 15 years of experience in this field. He writes regularly for leading financial publications. His opinions are sought very often by the print media on various new developments related to financial markets. He has a passion towards training. He undertakes regular training programs and is invited by companies to undertake training sessions on financial planning, motivation, goal setting, ethical practices, etc. He has authored the book titled “A layman’s guide to Financial Planning” published by Outlook Money.