Team Daksh

Anurag Shah (Director)

Anurag brings with him a rich experience of 26+ years in the field of Corporate Finance, having worked at
the top level in the finance departments of several domestic and international organizations. He is on the
advisory board of RCS Advisors and also consults Credit Suisse.

In his previous assignments he has implemented appropriate financial accounting and MIS systems and provided stewardship to the Finance function. He has rich experience in the areas of strategy formulation, international and domestic taxation, corporate governance, ERP solutions, M & As  and fund syndication etc.

He has worked with T systems, Nihilent Technologies, HCL Perot Systems India in senior positions, starting his career with Eicher Tractors.

Anurag is a Bachelor of Commerce from Xavier’s College, Kolkata and is a Chartered Accountant from ICAI.
His primary role is consulting corporate clients on strategy.

Harsh Gupta (Director)

Harsh holds 17+ years of experience, out of which 5 years are with ICICI Bank Wealth Management,
Maharastra & Goa. He is also on the Expert Panel of ArthaMoney, Financial portal of Times Group.

Harsh is a practicing CERTIFIED FINANCIAL PLANNER-CM certificant, and is a part of the elite group of around 1000 CFP certificants in the country.

He also holds a Bachelor Degree in Engg. from Jodhpur and Masters Degree in Business Administration
from SIBM, Pune.

His primary role is running the financial planning & wealth management practice for Daksh.

K. Sridharan

His expertise includes diverse fields such as teaching, quality control, and operational excellence. He is currently on a special assignment to South African Revenue Service.

He is a B. Tech & M.B.A. (IIT, Mumbai) and has 25+ years of Corporate experience.

Gaurav Wassan

He has 10 years of experience of which 8.5 years are with ICICI Bank Wealth Management.

He holds a Bachelor Degree in Commerce from G.S.College of Commerce & Economics - Nagpur & MBA(PGDBM) from NIILM-Centre For Management Studies - New Delhi.

In his current role he takes care of new client acquisition and Wealth Management.

Kanika Gupta

Kanika is a professional with extensive experience of working in diverse industry such as Architecture, Healthcare, KPO and Hospitality. Her current focus is strengthening the back office support for Daksh so that the clients experience highest standards of service.

Kiran Limbachiya

Kiran is a commerce graduate, he provides accounting and back office support to the relationship management team. He is currently pursuing CA.

Ganesh Dhumal

An undergraduate, he enables smooth completion of transactions and ensures door-step service for Daksh’s Client.

Advisory Panel

  • A leading Real Estate advisor in Pune with 10+ years of experience. He has an extensive network of builders and property owners which enables him to close excellent deals for investors
  • An Art Expert & owner of a prominent Art gallery
  • A leading company secretary and lawyer who has a successful practise built over 15+ years. Her clientele includes large Indian and multi-national corporations