Integrated advisory across family office, private banking, investment banking, estate planning, real estate investments and lending solutions~
India, 7th May 2026: In a move shaped by shared conviction and complementary expertise, four seasoned leaders from the financial services industry have come together to launch Daksham Capital, a multi-family office, premium private banking and wealth management firm serving high-net-worth and ultra-high-net-worth individuals, family-owned businesses, CXOs and global Indian investors.
The firm is led by Saket Lakhotia (Group CEO), Astha Mago (COO), Achin Bhardwaj (Jt. CIO) and Pankaj Kedia (Jt. CIO), bringing rich experience spanning private banking, fund management, investment banking, corporate advisory and institutional finance. Together, the leadership team brings a blend of strategic management, market insight and institutional experience.
With India’s serviceable wealth pool set to triple to ~$9 trillion by 2035, Daksham Capital aims to address fragmented advisory through an integrated, research-led wealth 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 its core, Daksham Capital is built around a research-first and process-driven approach. The platform combines institutional-grade research, proprietary allocation models, disciplined product selection frameworks, and continuous portfolio monitoring to help clients navigate an increasingly complex investment environment. Daksham follows a process-based approach to risk management and return optimization, ensuring that every portfolio decision is evaluated through the lens of suitability, diversification, liquidity, risk, and long-term wealth outcomes.
Daksham Capital’s guiding principles are anchored in its “Daksham Compass” — Wisdom, Stability, Ethics, and Niche. These principles reflect the firm’s commitment to experience-backed insights, disciplined processes, personalized solutions, and uncompromising integrity. Trust, transparency, and accountability remain central to the firm’s advisory philosophy.
The firm combines human insight with algorithmic precision, leveraging data intelligence, analytics and AI-driven advisory to enable clarity, agility and control.
With a prior track record of advising 600+ clients amounting to $1 bn+ of assets under advisory, Daksham Capital combines institutional depth with diligent processes and is well positioned to bring a fresh approach to a rapidly growing industry. It is entering the market with a focus on delivering disciplined, transparent and long-term wealth strategies.
For more information, visit www.dakshamcapital.ai
About Daksham Capital
Daksham Capital is a multi-family office, premium private banking and wealth management firm serving high-net-worth and ultra-high-net-worth individuals, family-owned businesses, and global Indian investors. Founded by experienced industry leaders, the firm brings over 200 years of combined leadership experience, with a track record of advising on more than $1 billion in assets across 600+ families.
Daksham Capital offers services across private banking, family office advisory, investment banking, estate planning, and lending solutions delivered through an integrated advisory framework. Anchored in an open-architecture, product-agnostic approach, the firm combines data-driven insights with human expertise to deliver disciplined and transparent wealth strategies.
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