Daksham Capital has been launched by four seasoned leaders from the financial services sector, positioning itself as a multi-family office, private banking, and wealth management firm catering to high-net-worth and ultra-high-net-worth individuals, family-owned businesses, CXOs, and global Indian investors.
Headquartered in the Delhi-NCR region, the firm is led by Saket Lakhotia (Group CEO), Astha Mago (COO), Achin Bhardwaj (Joint CIO), and Pankaj Kedia (Joint CIO). The leadership team brings extensive experience across private banking, fund management, investment banking, corporate advisory and institutional finance, combining strategic expertise with deep market understanding.
With India’s serviceable wealth pool projected to expand to nearly 9 trillion dollars by 2035, Daksham Capital aims to address gaps in fragmented advisory services through an integrated and research-led platform.
Saket Lakhotia, Group CEO, said, “India’s wealth management landscape is at an inflection point. Clients today are more informed and more discerning than ever before; they expect institutional rigour, beyond just relationship-driven advice. Our investment framework is built around that expectation, combining proprietary research with a disciplined, process-driven approach to deliver consistent, long-term outcomes.”
At the core of its offering is a research-first and process-driven model. The platform integrates institutional-grade research, proprietary asset allocation models, disciplined product selection frameworks and continuous portfolio monitoring to help clients navigate complex investment environments. The firm follows a structured approach to risk management and return optimisation, ensuring that each portfolio decision is aligned with suitability, diversification, liquidity and long-term wealth creation.
Daksham Capital’s philosophy is guided by its “Daksham Compass”, Wisdom, Stability, Ethics, and Niche, reflecting its focus on experience-led insights, disciplined processes, tailored solutions and strong governance standards. The firm places emphasis on trust, transparency and accountability as key pillars of its advisory approach.
The platform also blends human expertise with data intelligence, analytics and AI-led advisory capabilities to provide enhanced clarity, agility and control for investors.
With a prior track record of advising over 600 clients and managing more than 1 billion dollars in assets under advisory, Daksham Capital enters the market with a focus on delivering structured, transparent and long-term wealth strategies in a rapidly evolving financial landscape.
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