Trusted Wealth Advisory

Your finances, handled with care and clarity

We sit with you, listen to your story, and build a financial plan that actually fits your life. Not a template. Not a sales pitch. Just honest, personalised advice from people who genuinely care about your future.

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Your Wealth, One Roof

All-in-One Advisory
₹100Cr+
Team Fund Experience
9+
Financial Services
₹100Cr+
Funds Managed by Our Team
9+
Services Under One Roof
100%
Client-First Approach
100%
Client-First Always
What We Do
Everything your money needs,
under one roof

From first SIP to company registration — we've got every financial decision covered.

Core Service

Financial Planning

A comprehensive financial roadmap built around your life — retirement, children's education, wealth creation, and cash flow. We don't just plan for today; we architect your entire financial future with precision and care.

02

Mutual Fund Investments

Curated portfolios — SIPs, lump-sum, ELSS — matched to your goals and risk appetite.

03

Insurance Solutions

Life, health & general insurance. We find the right coverage — not just the cheapest policy.

04

Tax Planning

Smart tax optimisation across income, capital gains, and investments every financial year.

05

Loans & Corporate FD

Personal & business loans, plus high-yield corporate fixed deposits. Borrow smart, earn better.

06

PMS, Bonds & Company Registration

Portfolio Management Services, bonds, and end-to-end company registration & compliance.

About Us
₹ ₹ ₹ YOUR WEALTH. GROWING.

We treat your money
like it's our own.

Dakshina Artha started with a simple frustration: most people in India don't get financial advice — they get sold financial products. We wanted to change that. We're here to be the advisor you can actually call, who knows your name, your goals, and your life situation.

Our founders bring deep expertise — from managing ₹100Cr+ in assets to building banking products used by millions — but what sets us apart is simpler than that. We genuinely care about the people we work with, and we show it in every conversation.

SEBI Registered
No Conflict of Interest
Fiduciary Standard
Conflict-Free Advice
What We Stand For
Our values shape
every conversation

Finance is built on trust. Here's what you can always expect from us.

Radical Transparency
No hidden agendas, no fine print surprises. We tell you exactly what we recommend and why — every single time. What you see is what you get.
Education First
We believe informed clients make better decisions. We don't just advise — we teach. You'll always understand what's happening with your money and why.
Your Interests, Always First
We only recommend what's right for you. Our reputation is built on the outcomes we deliver for our clients — not on what's easiest or most convenient for us.
Simplicity in Everything
Finance is complex enough. We strip away the jargon and make your entire financial picture feel clear, manageable, and even exciting.
Our Team
Meet the people behind
your financial future

Three founders. One mission — to make financial advice feel personal, honest, and human.

Bhoomi Shah

Bhoomi Shah

Founder
CFA CFP Ex-Bajaj Capital

With over 15 years in finance — spanning Bajaj Capital, Quantum AMC, and Hasmukh Shah & Co. — Bhoomi has advised on ₹100Cr+ in assets. She believes finance should empower, not intimidate, and is on a mission to make money make sense for women and young professionals.

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Aditya Krishna

Aditya Krishna

Founder
IIM Mumbai Ex-Kotak Bank

An IIM Mumbai alumnus and product leader, Aditya spent years building financial products for millions at Kotak Mahindra Bank — including loan and insurance journeys for India's most widely used banking app. He brings that product mindset to make Dakshina Artha's services seamless and client-first.

LinkedIn
Rakshit M N

Rakshit M N

Founder
IIM Udaipur Ex-Accenture Ex-PwC

An IIM Udaipur MBA with experience at Accenture and PwC, Rakshit brings rigorous financial modelling, transaction advisory, and corporate structuring expertise to the firm. He turns complex business challenges into clear, actionable financial strategies.

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Client Stories
Real people. Real results.

Here's what our clients say about working with Dakshina Artha.

"
★★★★★
I used to feel completely lost when it came to money. Bhoomi sat with me for two hours and mapped out my entire financial future — SIPs, insurance, tax savings. For the first time, I actually understand where my money is going and why. This team genuinely cares.
PM
Priya Menon
Software Engineer, Bengaluru
★★★★★
Rakshit helped us register our startup and sorted out our corporate accounts in under two weeks. What would've taken months through a CA firm was done seamlessly. Exceptional work.
AJ
Arjun Joshi
Co-Founder, D2C Brand, Pune
★★★★★
My husband and I were looking for someone who could handle everything — insurance, mutual funds, home loan advisory — without sending us to five different people. Dakshina Artha is exactly that.
SR
Sunita & Rohan Desai
Working Couple, Mumbai
★★★★★
As an NRI, managing Indian investments remotely was always stressful. Aditya made the entire process digital and transparent. I finally feel in control of my portfolio from halfway across the world.
KN
Kavitha Nair
Product Manager, Dubai (NRI)
Let's talk about your future.

No jargon, no pressure, no obligation. Just a genuine conversation about where you are, where you want to go, and how we can help you get there. Reach us at +91 97424 19979 or drop us a message below.

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