About Us

Bakshi Financial Services

Your Finance Navigator

Bakshi Financial Services is amongst one of the prominent & recommended Financial Services provider.

The promoter of Bakshi Financial Service Mr. Shreenikett Bakshi holds a Broad Experience of Banking and Financial Services at a higher hierarchy.

After serving Banking Sector for more than 12-13 years and engaged in satisfying the Financial needs of NRI’s & HNI clientele, he realized to have a professional firm that will cater through need base Financial solutions and provide specialized Financial Planning & Wealth Management services to the common Investor and decide to establish a Firm “Bakshi Financial Services”, in 2012.

 The promoter of Bakshi Financial Services is enriched with Technical and Management experience of handling 40 Banking Branches and variety of Financial Products.

 Our Aim at Bakshi Financial Services is to provide Financial Need-based solution, as Financial Need of every individual is different.

 We have seen very closely the Bullish and Bearish phase of the market and have thoroughly studied and learned the keys and cause of it.

We wish that our clients achieve Sound Financial Health with the help of our rich and wide experience gain through Studies and Research.

Vision: - We wish to continue this journey of rendering Financial Services to Genuine Clients by creating awareness and literacy about Financial Products, resulting in Happy Investing and Satisfied relationship.

Mission: - Continuous endeavor to be a Preferred Financial Solution Provider, excelling in customer service. 

Core Values: - 

Customer Centricity

Ethics

Transparency &

Ownership

Our Philosophy:-

Client Focus

The satisfied client is our best Reward; we believe that the overall success of the Business revolves around a Satisfied Client. We provide Tailor-made Financial Planning to genuine clients who seek to secure a future.

Team Work

We believe in combined action of our Team to provide a constructive solutions using individual skills to survive and to try our best in any circumstances.

Implementation:-

Our continuous endeavor is to Implement Strategies for the betterment of the Client, Colleague and Society, through our Expertise and Experience

Performance

We believe in Hard Work, developing skills, setting targets, to improve our performance.

Integrity: - It’s a foundation of our Organization, we preserve Moral and Ethics of our colleague, partner, client, & associates.

Innovation

We believe in an Innovational way to find out solution to the issue or query. We provide & welcome new Ideas, Creativity and Innovation in our day to day Life.

Partnership

Our relationship with our colleague, clients and associates shows the true spirit of our Partnership. Colleagues and Clients see us as Trusted Advisor & Family. We respect their feelings.

Our Identity

Our Logo represents continuous movement towards growth, wisdom and success. Red color represents Energy, Leadership, Courage, Determination and Success where Yellow color represents Hope, Sunshine, Clarity, Optimism, Enlightenment and Joy. Blue color represents Wisdom, Confidence, Intelligence, Faith and Peace..

Registered Office

Bakshi Financial Service

2nd Floor, Chandwadkar Park,

Above NDCC Bank, Opp Nandan Sweets

Model Colony Chowk, College Road,

Nasik-422005,

Maharashtra, India.

Contact us @ :- Phone:- 0253-2971500, +91-7066911223,

E-mail:- bakshifinance.com@gmail.com

Mutual Funds

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.
Mutual funds have advantages and disadvantages compared to direct investing in individual securities. The primary advantages of mutual funds are that they provide economies of scale, a higher level of diversification, they provide liquidity, and they are managed by professional investors. On the negative side, investors in a mutual fund must pay various fees and expenses.
Primary structures of mutual funds include open-end funds, unit investment trusts, and closed-end funds. Exchange-traded funds (ETFs) are open-end funds or unit investment trusts that trade on an exchange. Mutual funds are also classified by their principal investments as money market funds, bond or fixed-income funds, stock or equity funds, hybrid funds or other. Funds may also be categorized as index funds, which are passively managed funds that match the performance of an index or actively managed funds. Hedge funds are not mutual funds; hedge funds cannot be sold to the general public and are subject to different government regulations.