about us
Built on Trust. Driven by Purpose.
We are more than a company — we’re your partners in growth.
overview
Origin story of Lakhsh
Founded in 2022, our journey began with a simple yet powerful vision — to become a trusted partner in helping individuals and families achieve their financial goals with clarity and confidence.
Recognizing a growing need for transparent, personalized, and integrity-driven financial advisory, we set out to build a wealth management firm rooted in trust, expertise, and long-term relationships. What started as a shared mission among experienced finance professionals has since evolved into a full-service platform offering a broad spectrum of investment solutions — including Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Mutual Funds, Bonds, Insurance, Unlisted Shares, and equity sub-broking through Axis Securities.
At the heart of our approach is a commitment to understanding each client’s unique financial journey. We believe in empowering informed decision-making and delivering tailored strategies that foster sustainable growth, wealth preservation, and legacy planning.
Today, we continue to grow — not just in numbers, but in the trust our clients place in us — as we remain steadfast in our mission to be a reliable partner in their path to financial success.
vision
To be the most trusted and respected wealth management firm, empowering individuals and families to achieve lasting financial well-being through expert guidance, transparent solutions, and a client-first approach.
We envision a future where every client, regardless of their starting point, has access to quality financial products, personalized advice, and a dedicated partner who supports them at every stage of their wealth journey. Through innovation, integrity, and deep relationships, we strive to create a platform where financial growth and peace of mind go hand in hand.
Mission
To focus on transparency and build long-term relationships through trust, ethical practices, and personalized financial guidance.
Client First Approach
At Lakhsh, we believe that true wealth is not built by chasing returns, but by aligning your money with your life’s goals.
Trust Through Transparency
Strong relationships are built on clarity and honesty. We prioritize open communication, unbiased advice, and always act in our clients’ best interests.
Sustainable Wealth Creation
We take a disciplined and research-driven approach to investing, focusing on long-term, consistent performance across a broad spectrum of financial products.
Our philosophy is simple — put the client first in every decision we make.
From the way we design portfolios to how we communicate performance, every step begins with understanding you — your aspirations, responsibilities, and values.
Results That Reflect Our Strategy
We offer a comprehensive range of Investment products that helps to:
Build Diversified Portfolios
Achieve Financial Goals
Access Premium Opportunities
Navigate Market Cycles
Every success story we share is built on the same foundation — trust, discipline,
and an approach aligned with our clients’ goals.
Founders & team
Meet Our Expert Financial Advisory Team
Gautam Bardia
Founder
Gautam Bardia brings over a decade of experience in wealth management, financial planning, and client relationship building. Over the years, he has worked closely with high-net-worth individuals, business owners, and professionals, helping them navigate complex financial decisions with clarity and confidence. His deep understanding of markets, combined with a disciplined approach to investment strategy, allows him to design portfolios that balance growth, risk, and long-term stability. Holding a Bachelor’s degree in Finance, Gautam combines strong analytical insight with a genuine focus on understanding each client’s goals and aspirations. He believes that true wealth management goes beyond numbers — it is about building trust, simplifying decisions, and creating lasting financial confidence.
Roshita Shah
Founder
Roshita Shah is a Chartered Accountant with over a decade of experience in the financial services industry. Her expertise spans across financial planning, tax advisory, and wealth management, where she has guided individuals and families toward building sustainable and tax-efficient financial portfolios. With a strong technical foundation and a client-centric approach, Roshita combines analytical depth with practical insights to simplify complex financial decisions. Her focus lies in helping clients align their wealth with life goals through structured financial and tax planning strategies.
Raghav Shah
Founder
Raghav Shah is a Chartered Accountant with over 15 years of experience in financial services and wealth management. Having worked with leading Big Four firms — Deloitte, EY, and PwC — Raghav brings deep expertise in financial markets, taxation, equities, and debt products. His sharp analytical acumen and strong regulatory understanding makes him a trusted advisor to a diverse client base. Known for his disciplined approach and client-centric mindset, Raghav plays a key role in shaping investment strategies and driving growth across the firm’s offerings.