Four Financial Services Leaders Establish Daksham Capital as Multi-Family Office Platform

A quartet of experienced financial services executives has established Daksham Capital, positioning it as a multi-family office and wealth management platform tailored for high-net-worth clients, family-owned enterprises, corporate leaders, and overseas Indian investors.

The venture brings together Saket Lakhotia as Group Chief Executive, Astha Mago in the Chief Operating Officer role, and joint Chief Investment Officers Achin Bhardwaj and Pankaj Kedia. The leadership team collectively draws from careers spanning private banking, asset management, investment banking, corporate strategy, and institutional finance sectors.

The firm's emergence reflects India's evolving wealth management landscape. With the nation's investable wealth projected to reach approximately $9 trillion by 2035—tripling from current levels—Daksham Capital seeks to consolidate fragmented advisory services through an integrated, research-driven platform.

"India's wealth management sector stands at a critical juncture," Lakhotia explained. "Contemporary clients possess greater sophistication and elevated expectations. They demand institutional-calibre processes alongside relationship-based guidance. Our framework merges proprietary research with disciplined, systematic methodologies to generate sustained, measurable results."

The platform operates on foundational principles centred on research and systematic processes. It integrates institutional-quality analysis, proprietary allocation frameworks, rigorous product evaluation protocols, and ongoing portfolio assessment. Risk management and return enhancement follow process-based methodologies, with each investment decision assessed through criteria encompassing appropriateness, portfolio balance, accessibility, risk tolerance, and long-term value creation.

The firm's operational philosophy, termed the "Daksham Compass," rests on four pillars: Wisdom, Stability, Ethics, and Niche. These reflect commitments to experience-informed analysis, regimented decision-making, customised approaches, and ethical conduct. The advisory model prioritises trust, openness, and responsibility.

Daksham Capital integrates human judgment with computational capabilities, employing data analytics, machine learning, and artificial intelligence to enhance decision clarity, operational flexibility, and investor oversight.

The founders bring a demonstrated track record, having previously advised more than 600 client relationships managing over $1 billion in assets. The collective leadership represents more than 200 years of combined professional experience.

Service offerings encompass private banking, family office services, investment banking, succession and estate planning, and structured lending—delivered through a unified advisory structure. The firm operates on an independent, product-neutral basis, combining analytical insights with professional expertise to deliver systematic and transparent wealth management approaches.

The platform aims to introduce disciplined, transparent, and enduring wealth strategies to a sector experiencing rapid expansion.