<\/p>
Four senior financial services professionals have come together to launch\u00a0Daksham\u00a0Capital, a premium multi-family office, private banking and wealth management firm focused on high-net-worth and ultra-high-net-worth individuals, family-owned businesses, CXOs and global Indian investors.\u00a0<\/p>
Launched in New Delhi on May 7, the firm\u00a0has been\u00a0founded by Saket Lakhotia (Group CEO), Astha Mago (COO), Achin Bhardwaj (Jt. CIO)\u00a0and\u00a0Pankaj Kedia (Jt. CIO). The leadership team brings experience across private banking, fund management, investment banking, corporate\u00a0advisory\u00a0and institutional finance.\u00a0<\/p>
Daksham\u00a0Capital said it aims to address fragmented advisory services through an integrated and research-led wealth platform at a time when India\u2019s serviceable wealth pool is projected to grow to\u00a0nearly $9 trillion\u00a0by 2035.\u00a0<\/p>
Saket Lakhotia, Group CEO, said, \u201cIndia\u2019s wealth management landscape is at an inflection point. Clients today are more informed and more discerning than ever before \u2014 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.\u201d\u00a0<\/p>
The firm said its approach is centred on institutional-grade research, proprietary allocation models, disciplined product selection\u00a0frameworks\u00a0and continuous portfolio monitoring to help clients navigate a complex investment environment.\u00a0<\/p>
Daksham\u00a0Capital follows a process-based framework for risk management and return\u00a0optimisation, evaluating portfolio decisions on parameters such as suitability, diversification, liquidity,\u00a0risk\u00a0and long-term wealth creation.\u00a0<\/p>
The company\u2019s operating philosophy is built around its \u201cDaksham\u00a0Compass\u201d principles \u2014 Wisdom, Stability, Ethics and Niche \u2014 which, it said,\u00a0reflect\u00a0its focus on experience-backed insights,\u00a0personalised\u00a0solutions, disciplined\u00a0processes\u00a0and transparency.\u00a0<\/p>
The firm also plans to combine human\u00a0expertise\u00a0with algorithmic precision by\u00a0leveraging\u00a0analytics, data\u00a0intelligence\u00a0and AI-driven advisory solutions.\u00a0<\/p>
Daksham\u00a0Capital said its founding team has previously advised more than 600 clients with over $1 billion in assets under advisory, and will focus on delivering disciplined, transparent and long-term wealth strategies in India\u2019s rapidly expanding wealth management market.<\/p> <\/div>
#finance #veterans #launch #Daksham #Capital #tap #Indias #HNIs #CXOs #global #investors1778342759<\/p> ","protected":false},"excerpt":{"rendered":"
Four senior financial services professionals have come together to launch\u00a0Daksham\u00a0Capital, a premium multi-family office, private banking and wealth management firm focused on high-net-worth and ultra-high-net-worth individuals, family-owned businesses, CXOs and global Indian investors.\u00a0 Launched in New Delhi on May 7, the firm\u00a0has been\u00a0founded by Saket Lakhotia (Group CEO), Astha Mago (COO), Achin Bhardwaj (Jt. CIO)\u00a0and\u00a0Pankaj […]<\/p>\n","protected":false},"author":1,"featured_media":7830,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[1365,29038,29035,4224,187,29037,444,1433,217,29036,29034],"class_list":["post-7829","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-content-marketing","tag-capital","tag-cxos","tag-daksham","tag-finance","tag-global","tag-hnis","tag-indias","tag-investors","tag-launch","tag-tap","tag-veterans"],"acf":[],"_links":{"self":[{"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/posts\/7829","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=7829"}],"version-history":[{"count":0,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/posts\/7829\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/media\/7830"}],"wp:attachment":[{"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=7829"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=7829"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=7829"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}