Private equity, private credit and real-estate funds that don't employ leverage except for operating needs. The largest AIF category.
Daksham Capital is an independent wealth advisory firm for families. It offers family office advisory, private banking, legacy planning, real estate advisory, structured debt advisory, and asset management. It serves UHNI individuals, CXOs, family-owned enterprises, and growth-stage businesses.
Saket Lakhotia
Co-Founder, Group CEO
CA, CS, PGDM (IIM Indore)
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.
Pankaj Kedia
Co-Founder, Joint CIO
CA, CS, PGDBM (MDI Gurgaon)
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.
Achin Bhardwaj
Co-Founder, Joint CIO
CFA (all three levels)
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.
Astha Mago
Co-Founder, COO
CA, IIM Ahmedabad alumna
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), she began 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 advises 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.
No insights published yet.
Investments in AIFs carry market and credit risk including possible loss of capital. Past performance does not indicate future returns. Information shown is sourced from the issuer's PPM and SEBI filings — confirm against the latest PPM before committing. Wisefolio is an information platform; it is not registered with SEBI as an investment adviser, portfolio manager, or distributor. By using this page you accept our terms and privacy policy, including the self-attestation that you are eligible to view AIF marketing material under SEBI rules.
Mohit Dhingra
Co-Founder, Executive Director
LL.B., MBA (JIIT)
Mohit is an accomplished finance and research professional with deep experience across Investment research, Legacy planning, Complex financial structuring for Family Offices, Treasury Management. 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. He brings deep expertise in in-depth research, early-stage growth opportunities, and complex financial structuring, with significant experience in working with family offices, corporates, and HNIs.
Saurabh Mundhra
Co-Founder & Head West Zone
CA, IIM Calcutta MBA
Saurabh Mundhra is a seasoned finance leader with over two decades of experience across Corporate Banking, Capital Markets, and Strategic Advisory. At HSBC, he held senior leadership roles spanning Corporate Banking, Leveraged & Acquisition Finance and Corporate Finance, including heading the South India Corporate Banking franchise and playing a key role in establishing its outbound corporate banking framework. A Chartered Accountant and IIM Calcutta MBA, he also completed Wharton Executive Education in Strategic Thinking & Leadership. He brings deep expertise in capital structuring, liquidity management, and growth financing.
Aakash Gupta
Chief Research Officer
CFA Charterholder, PGDM (IMI New Delhi)
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, he leads the research function, focusing on building robust investment frameworks across asset classes, including fundamental equity research, credit research, and quantitative strategy development.
Rajiv Gupta
Director Wealth - East
MBA (Finance), M.Com, CFA Level II
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, and simplifies complex financial strategies, particularly in equity restructuring and investment advisory.
See every PMS strategy and AIF from Daksham Capital.