Daksh is a fast growing independent financial services company, focussed on Financial Planning & Wealth Management for individuals and families. Additionally Daksh offers Consulting Services for corporate in the area of financial strategy and execution. Daksh is based at Pune, which is one of the fastest growing economic hubs of India.

In Financial Planning & Wealth Management, we are committed to help our Clients meet their financial goals through a structured approach. Our advisors become partners to clients and provide customized advice, products and services.

Our comprehensive advice covers Investment Planning, Risk Management, Retirement Planning, Tax Planning, Estate Planning and Debt Management.

As Corporate Consultants, we work primarily with Small & Medium enterprises in formulating suitable financial strategies to help them prepare for rapid growth.

We offer outsourced CFO service enabling our SME clients to benefit from our expertise at a reasonable cost. The offering covers areas of Financial Management, Financial Restructuring, Fund Mobilization, MIS, Corporate Governance and Regulatory Compliance.

Further, Daksh partners business owners in identifying areas of improvement and brings in experts to strengthen those processes.