baxiinvestments

HELPING YOU TO GROW YOUR WEALTH

WE PROVIDE RIGHT PRODUCT FOR YOUR NEED

WE DISTRIBUTE ALL FINANCIAL PRODUCTS

IN LINE WITH YOUR RISK PROFILE

About Me

A ﬁnancial advisor is one who provides guidance on how, where and when to invest. The advice they provide could be for a wholesome ﬁnancial plan or individual investments made towards a larger ﬁnancial plan.

We at Baxi Investment believe in lifelong relationships. To be your right financial you need to be first believed in relationships.

INVESTMENT PORTFOLIO

Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.

TAX FUNDAMENTALS

Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.

INSURANCE PORTFOLIO

Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk

MUTUAL FUND

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

WEALTH MANAGEMENT

Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.

RETIREMENT-PLAN

Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.