सरल • सुरक्षित • सम्पन्न
Daksh in every decision. Experts in every product.
From stocks to mutual funds, PMS to AIFs, loans to insurance — and even algo trading. Daksha is your all-in-one financial partner, research-driven and based in Bikaner.
A quick sum
@ 12% p.a. illustrativeInvesting a month for could grow to
₹99.9 L
- You invest
- ₹24,00,000
- Compounding adds
- ₹75,91,479
- AUM, crossed in under 3 years
- ₹270 Cr+
- Clients across India
- 2,000+
- Founded in Bikaner
- 2023
- HNIs, salaried professionals & business families
- 1 roof
01Services
Building wealth, securing family, financing your next move.
- 01InvestmentsStock broking, mutual funds, PMS & AIF, algo trading and SLBM — smart, regulated and strategic wealth creation.Our core strength
- 02Deposits & bankingFixed deposits, corporate FDs and high-benefit savings accounts with trusted institutions.Safe, steady, simple
- 03LoansHome, personal, business, LAP, education, car and subsidy loans, plus OD/CC limits — end-to-end, documentation to disbursal.The right loan, at the right time
- 04InsuranceLife, health and general insurance — motor, non-motor, fire, travel and more — with help from selection to renewal.Protect what matters
- 05Financial planningRetirement, child education and tax planning — with SIPs, NPS, insurance and tax-saving instruments.Goals first
- 06Corporate & HNI advisoryCustom portfolio strategies for HNIs, family offices and institutions, with dedicated support.For larger portfolios
- 07Portfolio reviewUpload your mutual fund or stock portfolio and get clear insights on risk, performance, overlap and improvements.Free expert check-up
02Why Daksha
Simple. Secure. Prosperous.
To be India's most trusted, research-led financial services firm — simplifying investments for all.
- i
Client-first, for life
Lifelong financial guidance, not one-off product sales.
- ii
Data-driven insight
Research-led recommendations executed through regulated platforms.
- iii
Transparent execution
Tech-enabled, documented and explained at every step.
- iv
Expertise in every product
Specialists across equity, funds, insurance and lending — backed by research and compliance.
03 — Bikaner Financial Conclave
BifiCon 2027
India's Financial Conversations. Bikaner's Own Annual Financial Festival. An invite-only gathering of India's financial institutions and Bikaner's wealth creators — the 3rd edition is on Sunday, 10 January 2027.
- Last edition 4 January 2026
- 3rd edition
- Format Invite-only financial festival
04Calculators
Run the numbers before you decide.
13 calculators in one place — SIPs, EMIs, loan eligibility, insurance, retirement and more, with charts and shareable links.
- InvestSIPSee what a fixed monthly investment could grow to.
- BorrowEMIMonthly instalment and full amortisation for any loan.
- PlanRetirementThe corpus you'll need, and the SIP to build it.
- PlanGoalHow much to invest every month to reach a goal.
- BorrowLoan eligibilityHow much you can borrow on your income.
- PlanInsurance needHow much life cover your family needs.
05 — Strategic collaborations
Growing with the most trusted names in finance.
Open accounts and buy products with our partners — and keep Daksha in your corner for advice and service.
All partner integrations
06Meet the team
Decades of banking, insurance and markets experience.
Shshank Shekhar Joshi
Founder, Managing Director & CEO
Thakur Prasad Vyas
Group Head
Kapil Daga
Director – Operations
Sumati Sethia
Director – Retail Assets
Anurag Gaur
Chief Client Engagement Officer
07Learn with Daksha
Let's build a financially aware India.
Financial literacy programmes for students, first-time investors, homemakers, business owners, corporate teams and institutions — designed and taught by market practitioners.
- Planning · 4 min read30-30-30-10 Rule Kya Hai Aur Kaise Apply Karein? Smart Budgeting Guide (2026)
- Loans · 4 min readLoan Prepayment Karna Sahi Hai Ya Nahi? Smart Loan Repayment Guide (2026)
- Insurance · 3 min readKitna Insurance Lena Chahiye? Rule of Thumb for Life & Health Insurance (2026)
- Mutual funds · 2 min readDirect vs Regular Mutual Fund – Aap Kya Choose Karein? Complete Comparison Guide (2026)
08Get started
Let's look at your whole picture.
Leave your number and a Daksha specialist will call you back within one working day.
- Call
- +91 98877 66652