Daksh brings together more than 60 years of collective professional work experience in relevant area of expertise like Financial Planning, Wealth Management and Corporate Consulting with a team of professionals like CFPCM certificants and Chartered Accountants. Daksh also has a panel of other experts such as Legal Advisors, Real-estate Advisors, Art Experts and experts of other asset classes.

We bring the advantage of a lifelong relationship with the core team so that the clients are assured of consistent advice and comfort of interacting with a familiar face.

We assist clients understand their needs, current status, goals and concerns, build customize financial plans, offer a bouquet of investment alternatives, and help them achieve their financial goals.