Saurabh Mundhra
Mumbai, September 15, 2026: Daksham Capital, a financial services firm focused on providing tailored investment and capital solutions to businesses and entrepreneurs, has appointed Saurabh Mundhra as Co-Founder & Head – West, effective August 1, 2026. With over two decades of experience across corporate banking, capital markets, strategic finance and advisory, Saurabh will lead Daksham’s efforts to build and scale its advisory business in the West.
The appointment comes as Daksham builds its research-led platform across wealth advisory, private capital and strategic advisory. With capabilities spanning family office advisory, private banking, investment banking (curated deals in Sunrise sectors), asset management and structured solutions, the firm is deepening its engagement with entrepreneurs, promoters, families and businesses across the region.
Saurabh’s experience across corporate finance and capital markets will add further depth to this expansion. At Daksham, he will focus on developing the firm’s advisory business in the West and building relationships with promoters and entrepreneurs around growth, capital allocation and strategic financial decisions.
Commenting on the appointment, Saket Lakhotia, Co-Founder & Group CEO of Daksham Capital, said: The next wave of Indian wealth will be created at the intersection of the family and the business behind it. Saurabh joins us as Head of West with exactly that lens of deep corporate-finance expertise and the promoter relationships that let us engage clients earlier and support them far beyond individual transactions. We couldn’t be more pleased to have him lead our West franchise.”
Saurabh Mundhra, Co-Founder & Head – West, Daksham Capital, said: “What drew me to Daksham was the opportunity to build rather than simply operate within an established franchise. The firm has a strong team and investment research capabilities, and there is an opportunity to bring these together with corporate finance and capital strategy in a way that serves clients more broadly. The West has a particularly strong base of promoters and entrepreneurs, and I look forward to building those relationships.”
In his most recent role as Director – Corporate Finance, Capital Markets & Advisory at HSBC, Saurabh advised promoters, sponsors and senior management on capital structure, liquidity, strategic financing and complex business situations. He previously headed HSBC’s Corporate Banking franchise for Rest of Maharashtra, before going on to lead the bank’s South India Corporate Banking franchise, where he built and ran a 50-member team serving clients across sectors, customer segments and markets in South India. He also played a key role in establishing HSBC India’s outbound corporate banking framework, working closely with promoters on growth, capital allocation and cross-border expansion. Saurabh is an MBA from IIM Calcutta and a Chartered Accountant.
Daksham Capital is a research-led multi-family office, premium private banking and wealth management firm serving high-net-worth and ultra-high-net-worth individuals, family-owned
businesses, and global Indian investors. Founded by experienced industry leaders, the firm brings over 250 years of combined leadership experience, with a track record of advising on more than $1 billion in assets across 600+ families.
Daksham Capital offers services across private banking, family office advisory, investment banking, estate planning, and lending solutions delivered through an integrated advisory framework. Anchored in an open-architecture, product-agnostic approach, the firm combines data-driven insights, tech-based research with human expertise to deliver disciplined and transparent wealth strategies.
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