Tailored Private Banking Solutions
For families who think in generations.
"When your aspirations are unique, why settle for generic solutions – At Daksham, We craft curated solutions for your unique needs."
Earlier experience of the team
$1
Billion +
Assets Under Advisory
Experience in managing diverse mandates
with institutional rigour.
600
+
Families Empowered
Trusted for tech-enabled, multi-generational
wealth frameworks.
200
+
Years of Experience
Combining decades of expertise with modern agility.
Key Offerings
Family Office Advisory
One Root, many branches. Your family’s wealth governed for generations.
Private Banking
Everything arranged, before you ask. Capital managed with quiet precision.
Investment Banking
At your defining moments, we bring capital, clarity & conviction.
Legacy Planning
What you build today would shade the generations that follow.
Real Estate Advisory
The right land, the right position. Value that outlasts markets.
Structured Debt Advisory
Liquidity when it matters , to enhance flexibility without compromising control.
Asset Management
Curated unlisted and listed ideas for the discerning investor.
Who We Serve
Team
Leadership
- 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 rigor, she is a seasoned family office professional, advising leading families on risk frameworks, treasury management structures, 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
