About

About Daga Advisory Group

Not a bank. Not a broker. A single advisor who does careful, unhurried, integrated financial work - and answers the phone when you call.

The story

Built for
the long game.

Daga Advisory Group was founded on a simple frustration - most financial advice in India is dressed-up product selling. Big institutions with bigger targets, pushing whatever pays the highest commission.

I wanted something else. A practice where the advisor and the client want the same thing: real outcomes, quiet compounding, plans that survive decades. Not just years.

So I kept it small, on purpose. Fewer clients, deeper relationships. Proper financial conversations, not product pitches. Investments, insurance and tax - woven together so nothing falls through the cracks.

Today, I work with a handful of families, founders and professionals across India who want their money handled like it matters. Because it does.

Good financial advice isn't about beating the market. It's about not beating yourself up. - Working philosophy
What I stand for

Six principles,
every decision.

01

Fiduciary first

Your interest before mine. Always. If a product isn't right for you, I don't sell it - even if it pays more.

02

Transparency, always

You'll always know what I earn, why I'm recommending something, and where the caveats are. No fine print.

03

Integrated thinking

Investments, insurance and tax don't live in silos. I don't advise on them in silos either.

04

Patient capital

I play the long game. Markets will swing; plans shouldn't. Portfolios are designed to survive both.

05

Accessible, always

Questions between reviews? Life events mid-year? I answer. No call-centre trees. No ticket numbers.

06

No hot tips

No IPO chasing, no "fund of the month". Just quiet, compounding plans - for decades.

Let's talk

Curious how I'd
approach your plan?

A 30-minute conversation. You'll get a clear read on where you stand - and what might be worth doing next.