SUMEET BAKSHI

is an AMFI registered with over 20+ years of experience in the Indian capital market. His sheer determination and vision, coupled with his innate to spot market opportunities are one of the most sought-after in the financial markets.

Expertise that you can leverage his core expertise lies in index trading, mutual funds, and Clients relationship from the core of the SUMEET BAKSHI growth. He values each client, no matter what size as a long-term relationship. From the very beginning of the relationship, SUMEET BAKSHI works closely with every client to identify his/her financial goals and risk tolerance levels and leverages. Its strength of multiple product offerings, research and financial vigour to help his/her goals.

SUMEET BAKSHI strives to maintain ethical standards at all times and lays strong emphasis on honesty, integrity and confidentially.

Products

Mutual Fund

A mutual fund is a type of investment vehicle that pools money from multiple investors to purchase a diversified portfolio of stocks, bonds, or other securities.

Life insurance

Life insurance is a contract between an individual and an insurance company that provides a death benefit to the beneficiary named in the policy upon the death of the insured person.

Equity Trading

Equity trading refers to the buying and selling of shares of stock in publicly traded companies.

Portfolio Management Services

Portfolio Management Services is a professional service offered by investment management firms to manage the investment portfolios

Client Service Management

Client service management refers to the process of providing high-quality service and support to clients who are investing

General Insurance

General insurance refers to a type of insurance that provides protection against financial losses or damages