Financial Solutions
to Advance Your Business
Established in the year 2006, Daksh and Associates has become one of the firms consistently ahead of placing client’s interests at the forefront.
Professional Advice
To serve our clients by providing quality and timely professional assistance unique to their business requirements.
Fully Independent
We're driven by a vision to deliver excellence in everything we do. In all that we say and do
Transparant
Our knowledgeable and experienced associates share our values and are committed to our mission
Great Support
To be acknowledged as the most trusted professional enterprise by delivering exceptional service and excellence.
About Us
The Easiest Way to Manage Personal Finances
We are responsible of taking good care of our people and our company, making sure they grow and develop over the long term. We promote a culture of empowerment where experience, sharing, training and development are priorities. We are dedicated to helping our people to be successful and to making the company an even better place to work in the future
22
Years of Experience
10
Team Members
Services
At Daksh and Associates,
we aim to advise you when your business needs it, not just when you ask for it. We help you manage every aspect of your business and because we establish a one-on-one relationship with each of our clients, our advice is tailor-made for your business.
Investment Planning
Financial Planning
Portfolio Management
Business Taxation
Taxation Consulting
Service Tax
Audit & Asurance
Taxation Consulting
Fixed Assets Audit
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Universal CA
Our Mission
At Daksh & Associates, we are dedicated to providing exceptional service, innovative solutions, and unmatched value to our clients. As a trusted partnership, we combine our diverse expertise to drive sustainable growth and foster long-term success.
Through collaboration, integrity, and a customer-focused approach, we strive to set industry standards and build lasting relationships based on trust and excellence.
Our mission is to empower businesses with customized strategies that deliver measurable impact while maintaining the highest levels of professionalism, ethics, and accountability.
Meet Our Team
Dedicated professionals driving our success
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Kapil Aggarwal
Founder
I lead with a vision to deliver excellence in auditing, taxation, and financial advisory.
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Kapil Aggarwal
Founder
With an illustrious 22-year career in finance, taxation, and business management, Kapil Aggarwal is a powerhouse of financial expertise, transforming businesses with precision-driven strategies and future-ready solutions. As a Virtual CFO (vCFO) to multiple MSMEs, he has been the driving force behind financial stability, strategic expansion, and profit optimization for enterprises across diverse industries.
Kapil’s extensive experience spans audit, accounting, taxation, corporate finance, risk management, and business structuring, making him a trusted advisor to industry giants such as Orient Craft, Kalyan Jewellers, KDD Group, Microtek Infrastructures, DLF, and Veolia India. His strategic interventions have empowered businesses in real estate, gold refinery, manufacturing, garments, transportation, construction, education, and consulting, ensuring long-term sustainability and financial excellence.
Unrivaled Expertise That Drives Business Success
✅ Strategic & Financial Planning – Creating data-driven financial roadmaps that accelerate business growth.
✅ Corporate & Tax Advisory – Crafting high-impact tax strategies that maximize savings and ensure compliance.
✅ Risk & Compliance Management – Designing bulletproof financial safeguards to protect business integrity.
✅ Budgeting & Cost Optimization – Driving profitability through intelligent cost control and resource allocation.
✅ MSME Growth & Business Structuring – Helping enterprises scale seamlessly while maintaining fiscal discipline.
✅ Large-Scale Corporate Project Leadership – Spearheading high-value financial initiatives that reshape industries.
A Legacy of Impact & Excellence
Kapil Aggarwal is not just an accountant—he is a financial visionary, a problem-solver, and a trusted growth strategist who blends sharp analytical skills with business foresight. His ability to decode complex financial landscapes and create tailored, results-driven solutions has made him the go-to financial expert for businesses seeking sustainable success.
📈 Visionary CFO | Corporate Finance Expert | Business Transformation Strategist
For businesses looking to elevate their financial game, unlock new growth opportunities, and secure a competitive edge, Kapil Aggarwal is the catalyst you need.
- Phone:+91-9582939294
- Email:kapil@universalca.com
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Shama Agarwal
Co founder
With an illustrious 18+ years of expertise in chartered accountancy, corporate finance, and strategic business consulting, Shama Kapil Agarwal is a name synonymous with excellence, integrity, and financial mastery. Having worked with esteemed organizations like Tata Teleservices and Andhra Bank, she brings an unparalleled depth of knowledge in audit, taxation, risk management, and financial planning.
As the Co-founder of Daksh & Associates, Shama has been the driving force behind the firm's unwavering commitment to financial precision and business transformation. Under her leadership, the firm has empowered countless corporations, startups, and high-net-worth individuals, providing tailored solutions that maximize growth, mitigate risks, and ensure long-term financial success.
Her expertise spans across:
✔ Corporate Finance & Business Advisory – Structuring financial blueprints that fuel expansion and sustainability.
✔ Tax Strategy & Compliance – Crafting smart, legally sound tax solutions that optimize profitability.
✔ Forensic Accounting & Risk Mitigation – Identifying and preventing financial anomalies with precision.
✔ Regulatory Excellence – Ensuring businesses stay ahead of compliance frameworks effortlessly.
Beyond the numbers, Shama Kapil Agarwal is a visionary problem-solver who believes in leveraging cutting-edge financial technology and industry insights to create future-ready financial strategies. Her approach blends deep analytical expertise with a personal commitment to each client’s success, making her a trusted partner in navigating the ever-evolving financial landscape.
🌟 Strategic Financial Architect | Corporate Growth Specialist | Trusted Advisor
Our Cases
What we have work with below brands
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