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.