Beyond Today, Building Tomorrow
Disciplined, goal-based wealth creation designed for long-term success.
Our Investment Framework
Client-Centric Approach
Every investor is unique. We assess financial profile, risk appetite, and goals to deliver personalized recommendations.
Goal-Based Planning
We align investments with real-life milestones such as child education, retirement, and legacy planning.
Tailored Investment Solutions
Mutual Funds, PMS, AIFs, and more—structured to maximize returns while protecting capital.
Our Investment Framework
Building wealth through disciplined, personalized strategies
Client-Centric Approach
Every investor is unique. We assess financial profile, risk appetite, and goals to deliver personalized recommendations.
Goal-Based Planning
We align investments with real-life milestones such as child education, retirement, and legacy planning.
Tailored Investment Solutions
Mutual Funds, PMS, AIFs, and more—structured to maximize returns while protecting capital.
Personalized Consultation
Our experienced advisors work closely with you to understand your unique financial situation and create a customized investment strategy.
- ✓ Comprehensive risk assessment
- ✓ Goal-based portfolio construction
- ✓ Regular performance reviews
Strategic Planning Process
We believe in transparent, systematic approach to wealth creation that adapts to your changing needs and market conditions.
- ✓ Market analysis and research
- ✓ Diversified investment options
- ✓ Continuous monitoring
Mission & Vision
To be the trusted partner in shaping our clients' financial success and security by providing unbiased, ethical, and personalized wealth management solutions.
Share Your Vision
Inspire and educate through transparent financial planning
Strategic Planning
Systematic approach to long-term wealth creation
Executive Excellence
Professional guidance for financial milestones
Our Commitment
We envision a future where every individual achieves financial freedom through disciplined, ethical investing. Our mission drives us to deliver unbiased advice that transforms lives and secures generations.
Founder's Story
CA Dhruval Shah
A Chartered Accountant by profession and an avid investor by passion, CA Dhruval Shah founded Laksh Capital after working with JP Morgan and Raedan Capital. He is deeply passionate about equity research and actively shares financial insights through blogs.
Clients
Cr+ AUM
Professional Journey
From JP Morgan to Raedan Capital
Client Success
250+ satisfied clients
Equity Research
Active blog insights
Join Our Journey
Be part of Laksh Capital's mission to create lasting financial success for every client.
Testimonials
Trusted by executives and entrepreneurs
"Laksh Capital transformed our investment approach with their personalized strategy. Their long-term vision aligned perfectly with our family goals."
Rajesh Mehta
CEO, Mehta Industries
"Professional, ethical, and focused on long-term wealth creation. Exactly what we needed for our startup's financial planning."
Priya Sharma
Co-founder, TechVentures
"Unbiased advice that truly aligns with our financial goals. Their expertise in equity research is exceptional."
Vikram Patel
Director, Patel Group
"The team's dedication to understanding our unique needs made all the difference. Highly recommended for serious investors."
Anita Desai
CFO, Global Corp
Our Services
Comprehensive wealth management tailored to your needs
Strategic Wealth Planning
Early retirement planning, child education planning, first home planning, lifestyle and legacy planning—aligned to long-term goals.
Mutual Fund Wealth Baskets
- • Laksh All Weather Portfolio
- • Laksh Alpha Portfolio
- • Millennial Wealth Builder
Customized mutual fund baskets designed through in-depth research for different risk profiles.
PMS / AIF / GIFT City Funds
Access to professionally managed portfolios, alternative investments, and global opportunities through GIFT City.
Specialized Investment Funds (SIF)
Equity, debt, and hybrid long-short strategies with a minimum investment of ₹10 lakh, designed for sophisticated investors.
Fixed Income Products
Corporate FDs, bonds, MLDs, RBI bonds, and tax-saving instruments for steady income and capital preservation.
Loan Against Mutual Funds
100% digital overdraft facility with interest from 10.49% p.a., zero foreclosure charges, and quick disbursal within 2 hours.
Personalized Approach
Every service is tailored to your unique financial goals and risk profile. Our experienced advisors work closely with you to create strategies that align with your long-term objectives.
- ✓ Comprehensive portfolio analysis
- ✓ Risk-adjusted investment strategies
- ✓ Regular performance reviews
Expert Team Collaboration
Our experienced professionals bring decades of combined expertise in wealth management, ensuring you receive the highest quality advice and service.
- ✓ Chartered Accountants & CFAs
- ✓ Industry veterans
- ✓ Dedicated relationship managers
Meet Our Team
Expert professionals dedicated to your financial success
CA Dhruval Shah
Managing Director & Founder
Chartered Accountant with JP Morgan & Raedan Capital experience. Passionate about equity research and wealth creation.
CA Siddharth Mehta
Head of Overseas Investment
Chartered Accountant specializing in global investment opportunities and NRI wealth management.
CA Punit Sheth
Chief Financial Officer
Financial strategist with expertise in corporate finance and investment analysis.
CA Rachit Diyora
Business Development
Chartered Accountant focused on client relationships and strategic business growth.
CA Hardik Mehta
Chief Investment Officer
Investment expert with deep knowledge in equity research and portfolio management.
Our Collective Expertise
Certified Professionals
5 Chartered Accountants bringing decades of combined experience in wealth management.
FAQ
Common questions about our wealth management services
