Mutual Fund Option provides opportunity to diversify your investment into securities like Stocks, Bonds, Money Market Instruments, and similar assets.
Know MoreBakshi Financial Services offers Structure products with specific ticket size and for the HNI / NRI investors who are interested in tailor made product to satisfy their returns needs.
Know MoreBakshi Financial Services provides 6 in 1 A/c’s on NSE & BSE, including Equity, Commodity, Currency Derivatives and F & O, with life time free
Know MoreBakshi Financial Services offers Private Equity products with variable ticket size. Private Equity is the Equity Capital that has not quoted on a Public Exchange.
Know MoreBakshi Financial Services offers Financial Planning. Financial Planning is an Art of making decisions about investment mix and policy, matching investments to objectives
Know MoreNational Pension Schemes is a good attempt by Government of India in collaboration with some of the AMC’s and Insurance companies under IRDA norms.
Know MoreBakshi Financial Services offers selected and rated Corporate Deposit issued by Manufacturing companies, Service Sector companies, Pharmaceutical
Know MoreForex Cards available from renowned Banks and American Express at competitive rates
Know MoreWe in the first meeting sit to assess your current Income , Expenses, Investments , Savings , existing cover and Other Asset & Liabilities to fully Understand your Current Financial standing.
We would assess your risk appetite, your short & long term financial goals , objectives you have for protection, Investments , life milestone and challenges in Life , Retirement and Estate Planning.
Following our analysis , assessment and evaluation we deliver a unique and personal financial plan that bridges the gap between what you have and where do you want to be in terms of your financial goals.
Once our proposed financial plan is agreed upon , we execute, constantly review and make adjustments as and when required.
Feel free to get in touch with us for a better financial future.