New Delhi, May 6: Daksham Capital has been launched by four seasoned financial services leaders, marking the entry of a new multi-family office and premium wealth advisory platform focused on high-net-worth and ultra-high-net-worth individuals.
Headquartered in the Delhi-NCR region, the firm is led by Saket Lakhotia (Group CEO), Astha Mago (COO), Achin Bharadwaj (Joint CIO), and Pankaj Kedia (Joint CIO). The leadership team brings extensive experience across private banking, fund management, investment banking, and corporate advisory.
Daksham Capital aims to offer integrated advisory services spanning family office solutions, private banking, investment banking, estate planning, real estate investments, and lending. The firm is targeting high-net-worth individuals, family-owned businesses, CXOs, and global Indian investors.
With India’s serviceable wealth pool projected to grow significantly in the coming years, the firm seeks to address the need for structured, research-led advisory. According to Saket Lakhotia, the wealth management industry is at an inflection point, with clients increasingly expecting institutional-grade expertise and disciplined investment processes.
At its core, Daksham Capital follows a research-first and process-driven approach, combining proprietary allocation models, structured product selection frameworks, and continuous portfolio monitoring. The firm emphasizes risk management, diversification, liquidity, and long-term wealth creation in its investment strategy.
The company’s philosophy is guided by its “Daksham Compass,” built on the principles of Wisdom, Stability, Ethics, and Niche. These values underpin its focus on transparency, accountability, and personalized advisory solutions.
Leveraging a blend of human expertise and technology, Daksham Capital integrates data analytics and AI-driven insights to enhance decision-making and portfolio management.
With a prior track record of advising over 600 clients and managing more than $1 billion in assets under advisory, the founding team brings institutional depth and experience. Daksham Capital enters the market with a focus on delivering disciplined, transparent, and long-term wealth strategies in a rapidly evolving financial landscape.
