Experience sets our foundation. Research drives our decisions.
Team
Leadership
Daksham is led by a team of professionals with diverse experience across the financial services landscape, spanning Private Banking, Investment Research, Investment Banking, Fund Management, Corporate Advisory, Legacy Planning, etc. The team brings a strong research orientation, combining data-driven analysis with practical market experience across cycles. Daksham’s leadership is built to deliver independent, disciplined and outcome-focused solutions.
- Saket is a seasoned finance professional with over two decades of experience across corporate banking, investment banking, and wealth management. He has held leadership roles at Standard Chartered (North & East Mid-Corporate Head), YES Bank, Grant Thornton, and Client Associates.
- He is a Chartered Accountant (CA), Company Secretary (CS), and a PGDM from IIM Indore.
- He brings deep expertise in capital structuring, credit assessment, transaction advisory, and client-centric wealth solutions, with extensive experience across market cycles. Known for his analytical rigor and risk-aware approach, he integrates institutional-grade financial thinking with personalized advisory to deliver long-term value for clients.
Saket Lakhotia
Co Founder, Group CEO
- Pankaj is a senior finance leader with over two decades of expertise in Corporate Finance and Banking. He has been a pivotal architect in the banking sector, instrumental in establishing and scaling the Treasury functions for IDBI Bank and YES Bank in Eastern India.
- A Chartered Accountant, Company Secretary, and alumnus of MDI Gurgaon (PGDBM).
- Pankaj specializes in complex financial market instruments, with a mastery of derivatives and risk mitigation. His strategic foresight is further defined by a deep understanding of equity markets and a proven track record of identifying early-stage, long-term growth opportunities.
Pankaj Kedia
Co Founder, Joint CIO
- Astha is a seasoned private banker and family office specialist with over two decades of experience navigating the complexities of institutional finance and private wealth. A Chartered Accountant and alumna of IIM Ahmedabad (IIMA), having begun her career as a Statutory Auditor at Ernst & Young. Her leadership trajectory includes serving as Corporate Risk Head at GE Capital (SBI Cards) and holding key roles at Citibank N.A. and Client Associates.
- A strategic leader with strong technical rigour, advising leading families on risk frameworks, treasury management , global investing strategies and legacy planning. She is also a committed advocate for financial literacy, empowering women and the next generation towards financial ownership.
Astha Mago
Co Founder , COO
- Achin is a seasoned investment professional with 25 years of experience across fund management, corporate finance, and wealth research. He has been associated with leading institutions including ChrysCapital, Deloitte, Morgan Stanley, and Aditya Birla Private Equity, where he played a key role in several marquee transactions.
- He is a graduate of Shri Ram College of Commerce, holds a Master’s in Finance from Delhi University, and has completed all three levels of the CFA (AIMR, USA).
- He brings deep expertise in fund management, company analysis, and due diligence, with a strong focus on rigor and disciplined investment processes.
Achin Bhardwaj
Co Founder, Joint CIO
- Mohit is an accomplished finance and research professional with deep experience across investment research, private banking, and complex client structuring. Over the course of his career, he has worked with leading institutions including Moody’s, Aon, and Client Associates, where he began as a Research Analyst and later spent nearly a decade as a Private Banker.
- He holds an LL.B. and an MBA from JIIT, a combination that brings together legal insight and management acumen, adding depth and perspective to his professional approach.
- He brings deep expertise in in-depth research, portfolio analysis, and complex financial structuring, with significant experience in working with family offices, corporates, and HNIs.
Mohit Dhingra
Co-Founder, Executive Director
- Aakash specializes in investment research with over a decade of experience spanning equity research, credit rating, and portfolio strategy. He has previously worked with CRISIL, Deutsche Bank, and Pioneer Client Associates, where he played a key role in asset allocation and product strategy.
- He is a CFA Charter holder and holds a PGDM in Finance from IMI New Delhi.
- At Daksham Capital, Aakash leads the research function, focusing on building robust investment frameworks across asset classes. His expertise spans fundamental equity research, credit research, and quantitative strategy development. With a strong focus on analytical precision and discipline, he translates institutional-grade research into actionable investment strategies for clients.
Aakash Gupta
Founding Team, Chief Research Officer
- Rajiv is a seasoned finance professional with nearly 20 years of experience across corporate banking, private wealth, and specialized finance. He has held senior roles at leading institutions including JP Morgan Chase, YES Bank, Edelweiss Wealth, and Client Associates.
- He holds an MBA (Finance) from ICFAI University, an M.Com from Annamalai University, and is a CFA Level II.
- He brings deep expertise in debt syndication, credit assessment, treasury support, and bespoke wealth solutions for family offices. Known for his client-centric approach, he simplifies complex financial strategies, particularly in equity restructuring and investment advisory, delivering clear and actionable outcomes across market cycles.
Rajiv Gupta
Founding Team, Director Wealth - East