Where simplicity meets security in wealth creation.
Founded in 2023, Daksha Secyour Services Pvt. Ltd. was born out of a bold vision — to make investment journeys सरल, सुरक्षित और सम्पन्न for every Indian. We set out to bridge the gap between traditional financial advice and modern, tech-enabled investing.
We believe in delivering value through clarity, compliance and client-centricity. Our journey continues with a growing network of investors, evolving tools and strategic partnerships that empower wealth with wisdom.
Our vision
To be India's most trusted, research-led financial services firm — simplifying investments for all.
Our mission
To provide transparent, compliant and tech-driven access to stock market, insurance and wealth products through personalised engagement, trusted platforms and lifelong partnerships.
- AUM, crossed in under 3 years
- ₹270 Cr+
- Clients across India
- 2,000+
- Founded in Bikaner
- 2023
01Leadership
The people behind Daksha.
Founder, Managing Director & CEO
Shshank Shekhar Joshi
With over 20 years of cross-industry experience in the investment and healthcare sectors, Mr. Joshi brings a blend of analytical thinking, creative storytelling and business vision to the Daksha Group. Before founding Daksha, he served Cipla Ltd. and Fortis Hospitals, leading high-impact campaigns and strategic growth initiatives.
He is also the founder of the business & marketing consultancy that bears his name, which has guided brands across healthcare, finance, education, consumer goods and culture. A poet, storyteller and stage playwright at heart, he conceived BifiCon and served as its Event Commissioner.
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Group Head
Thakur Prasad Vyas
Mr. Vyas has spent over 40 years in the financial services industry, including senior roles at MetLife, Max New York Life, Motilal Oswal, HSBC Bank and IndusInd Bank.
He is Group Head of the umbrella network comprising Sincere & Secyour LLP, Daksha Secyour Services Pvt. Ltd. and Prospullence Services Pvt. Ltd., shaping the strategic direction, ethical foundation and operational synergy of the group.
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Director – Operations
Kapil Daga
Market-savvy and client-focused, Kapil brings energy and operational excellence to Daksha. He handles technology integration and client service delivery.
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Director – Retail Assets
Sumati Sethia
A banking and financial services professional with over 16 years of experience in retail lending and asset management, Sumati previously served as Assistant Vice President in the loans division at HDFC Bank.
At Daksha he leads the retail asset business, driving expansion across loan and financial service offerings.
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Chief Client Engagement Officer
Anurag Gaur
With over 6 years in financial services, Anurag specialises in HNI client engagement and relationship management, leading client acquisition, retention and conversion in the high-net-worth segment.
LinkedIn →
02Group
Part of a wider family.
Mr. Thakur Vyas guides the group's umbrella network as Group Head.
Sincere & Secyour LLP
Prospullence Services Pvt. Ltd.
Business & marketing consultancy
03Milestones
So far.
- 2023
Daksha Secyour Services Pvt. Ltd. founded in Bikaner to make investing सरल, सुरक्षित और सम्पन्न.
- Algorhythm 2.0
Launched algo trading for clients with uTrade Algos.
- Jan 2026
Hosted BifiCon 2026, the Bikaner Financial Conclave — Bikaner's own annual financial festival.
- < 3 years
Crossed ₹270 Cr in AUM and 2,000+ clients across India.
- 2027
BifiCon returns for its 3rd edition.