What DAA Capital Private Limited does

DAA Capital Private Limited is a Bangalore-headquartered financial advisory and wealth management firm serving high-net-worth individuals (HNIs), ultra-HNWIs, and non-resident Indians (NRIs) across India. Incorporated in 2022 under CIN U65990KA2022PTC159032, the firm operates through offices in Bangalore, Mumbai, Chennai, Hyderabad, Delhi, Pune, Coimbatore, and Trichy, with a team of approximately 10 employees. The company positions itself as a one-stop financial management intermediary, curating and distributing third-party investment products including fixed income securities, mutual funds, stocks, derivatives, portfolio management services (PMS), and alternative investment funds (AIF), while also facilitating loan products (home loans, loan against property, lease rental discounting, personal, business, and agricultural loans) through partnerships with leading banks and financial institutions. Allied services include tax planning, estate planning, and a portfolio of educational workshops (Options Strategist, Decoding Derivatives, Technical Analyst, Stock Market Master, and Complete Guide to Indian Stock Market).

The firm does not operate a proprietary technology platform; service delivery is grounded in personalized human advisory from a team of qualified Chartered Accountants, Certified Financial Planners, Chartered Wealth Managers, and Registered Valuers. Leadership includes Chairman P R Ramakrishnan (ex-CEO of insurance companies in Oman with 35+ years of experience), Executive Director Ashwin Kumar (who heads the equity and derivatives research desk and was awarded National Pride Award for Excellence in Currency Segment in 2012), and Director Lakshminarayanan R (a Certified Financial Planner and Chartered Wealth Manager). The original founder D. Arvind has transitioned to NCLT as Member.

DAA Capital generates revenue through three primary streams: (1) financial advisory and consultancy fees for personalized investment, tax, and estate planning; (2) commissions from distributing investment products from SEBI-registered advisors, large fund managers, PMS providers, and AIF managers; and (3) referral and transaction fees from loan product distribution. Go-to-market is primarily relationship-based, leveraging referrals from long-tenured clients (5-7+ years), professional networking, and educational workshops as a customer acquisition funnel. Pricing is not publicly disclosed; advisory fees are quote-based while workshop fees require direct inquiry. No external funding, revenue figures, or AUM disclosures are publicly available.

Name

DAA Capital Private Limited

Legal name

DAA Capital Private Limited

Website

https://daacapital.in

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Short description

DAA Capital Private Limited is an India-based financial advisory and wealth management firm serving HNIs, ultra-HNWIs, and NRIs across 8 cities with personalized investment advisory, third-party product distribution, loan facilitation, and tax/estate planning services.

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Loan Brokers (6163)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Financial advisory services
• Wealth management advisory
• Investment product distribution
• Loan facilitation services
• Financial education workshops

Headquarters

HQ city

Bangalore

HQ country

India

HQ region

Asia

Offices8 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D

Revenue model

1. Financial Advisory and Consultancy Fees: DAA Capital charges fees for providing personalized financial advisory services including investment planning, tax planning, and estate planning. The company articulates a structured approach to investing with emphasis on asset allocation.
2. Commission from Investment Product Distribution: DAA Capital earns commissions from distributing investment products including Mutual Funds, Fixed Income Securities, Stocks, Derivatives, PMS (Portfolio Management Services) and AIF (Alternative Investment Funds). The company handpicks and curates investment products from various asset management companies for clients.
3. Loan Facilitation and Distribution: DAA Capital acts as an authorized distributor of loan products from leading banks and financial institutions. The company earns referral/transaction fees for facilitating home loans, loan against property, lease rental discounting, personal loans, business loans, and agricultural loans.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

DAA Capital Private Limited is a financial advisory and wealth management firm that curates and distributes investment products (Fixed Income, Mutual Funds, Stocks, Derivatives, PMS and AIF) and facilitates loans (Home Loans, Loan against Property, Personal Loans, Business Loans, Agriculture Loans, Lease Rental Discounting) from partner banks and financial institutions. It also provides allied services including tax planning, estate planning, and structured educational workshops on derivatives and technical analysis, serving primarily high-net-worth individuals, NRIs, and retail investors across India.

Product overview

DAA Capital is a financial management organization offering a unified suite of services centered around personal finance, investment management, and lending solutions. The core offering comprises Investment Products (Fixed Income Securities, Mutual Funds, Stocks, Derivatives, and PMS/AIF), Loan Products (Home Loans, Loans against Property, Lease Rental Discounting, Personal Loans, Agriculture Loans, and Business Loans sourced from partner banks), and Allied Services (Tax/Estate Planning and Educational Workshops/Training Programs). The company acts as a financial intermediary, curating products from various institutional partners and providing advisory services.

Differentiator

Problem solved

Functional benefit

Products and services

• Fixed Income Securities Investments that pay a fixed rate of return, including Corporate Fixed Deposits, Bonds, Tax-free Bonds, Capital Gain Bonds, and Peer-to-Peer Lending options, curated for clients seeking predictable income.
• Mutual Funds Professionally-managed diversified portfolios of securities suitable for various financial goals, including Systematic Investment Plan (SIP) options for rupee cost averaging.
• Stocks Access to large fund managers and SEBI Registered Investment Advisors providing ready-made stock portfolios curated for long-term wealth creation.
• Derivatives Algorithm-based option trading strategies with additional risk for portfolio return enhancement, available to clients with appropriate risk appetite.
• PMS and AIF Portfolio Management Services and Alternative Investment Funds designed for High-Net-Worth Individuals, featuring curated best-performing products from third-party PMS providers and AIF managers.
• Home Loans Loans provided by partner banks and financial institutions to individuals and families for purchasing homes, facilitated by DAA Capital as authorized distributor.
• Loan against Property Secured loans where borrowers pledge their property as collateral to obtain financing from lender banks.
• Lease Rental Discounting Financial instrument that discounts rent received from a property to its present value, with the amount lent to the property owner.
• Personal Loan Unsecured loans provided to individuals for personal use such as vacations, home renovation, or other personal expenses.
• Business Loans Loans provided to businesses to finance operations or expansion, available from partner banks and financial institutions and facilitated by DAA Capital.
• Agriculture Loans Financing provided to farmers and agricultural businesses for the production of crops or livestock, facilitated through partner institutions.
• Tax Planning and Estate Planning Tax optimization strategies and regulatory compliant structures for individuals and corporations, including wealth consolidation and endowment planning.
• Options Strategist Workshop 8-hour training program providing insights into options structure, work dynamics, and practically implementable trading and hedging strategies.
• Decoding Derivatives Workshop 16-hour workshop covering futures and options concepts, hedging mechanisms, and trading/speculation strategies combined with Technical Analysis.
• Technical Analyst Workshop Training program on time-tested trading techniques and strategies for investment, positional, and day-trading with advanced risk and money management techniques.
• Stock Market Master Workshop Comprehensive 100-hour course combining options strategist and technical analyst training for traders, investors, dealers, research analysts, and fund managers.
• Complete Guide to the Indian Stock Market Course Foundation and applied course providing comprehensive understanding of the Indian financial system, investment mechanisms, and wealth creation through stocks.

Named customers6 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Leading Banks and Financial InstitutionscoreChannel Partner/ Reseller/ DistributorDAA Capital has partnered with leading banks and financial institutions for distribution of various loan products. The company is an authorized distributor of home loans, loan against property, lease rental discounting, personal loans, business loans, and agricultural loans from these partner institutions.

Scale indicators1 record

Recent moves6 records

Expansion highlights6 records

Direct peers

• Motilal Oswal Wealth Management: Wealth advisory arm of Motilal Oswal offering investment advisory, PMS, AIF, mutual fund distribution and loan products to affluent clients. Directly comparable to DAA in product breadth and HNI/NRI focus.
• ASK Wealth Advisors: Boutique wealth advisory firm focused on HNI/UHNI clients across investment advisory, PMS and AIF. Comparable to DAA in client segment, personalized advisory model and curated product offering.
• NJ IndiaInvest: Indian financial services and investment distribution company offering mutual funds, insurance, bonds, PMS and wealth advisory. Comparable to DAA in distribution-led model serving retail and HNI investors across multiple Indian cities.
• PhilipCapital (India): Wealth management and distribution firm offering investment advisory, PMS, AIF and broking to Indian HNI and NRI clients. Comparable to DAA in cross-border Indian wealth advisory and curated product distribution.
• Anand Rathi Wealth Services: Listed wealth advisory firm serving HNI clients with financial planning, mutual fund distribution, PMS and AIF offerings. Closely mirrors DAA's HNI advisory + distribution model with a stronger branch network.

Broad incumbents

• 360 ONE Wealth (formerly IIFL Wealth): One of India's largest listed private wealth managers with multi-asset advisory, PMS, AIF and distribution capabilities targeting HNI/UHNI clients. Comparable to DAA in serving affluent Indian families and offering a diversified product shelf, but at materially greater scale and with proprietary technology.
• Kotak Wealth Management: Private banking and wealth management arm of Kotak Mahindra Bank serving affluent Indians with advisory, lending and investment products. Overlaps with DAA on integrated wealth + loan offering for mass-affluent and HNI clients.

Emerging players

• INDmoney: Wealth-tech platform offering financial planning, mutual fund distribution, US stocks and loan products to mass-affluent and emerging HNI clients. Comparable to DAA in targeting aspiring investors but competes via a low-cost digital channel.
• Zerodha: India's largest tech-enabled stock broker and mutual fund distributor with a direct-to-investor platform. Adjacent competitor to DAA's equity, derivatives and mutual fund distribution business, winning cost-conscious mass-affluent investors.
• Paisabazaar: Digital loan aggregator and comparison platform that distributes home, personal, business and LAP products from multiple banks. Directly comparable to DAA's loan facilitation business, but at much larger scale and via a tech-led model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/daa-capital-private-limited

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about DAA Capital Private Limited