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Rochak Bakshi | True North Finance | PuneRochak Bakshi | True North Finance | Pune

Rochak Bakshi

True North Finance•Pune,MH
Kalyani Nagar,Kharadi,Pune,
Pune, MH, 411015
Kalyani Nagar,Kharadi,Pune, Pune, MH, 411015
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About

I am a certified financial planner and investment specialist with a passion for helping people achieve their financial goals. After having served in the Indian Army for 20 years, where I gained valuable skills in leadership, discipline, and problem-solving- I also developed a keen interest in financial matters and helped my subordinates with their financial planning and investments. After retiring from the Army, I decided to pursue my passion and help the world with their financial and Investments Planning.For this I raised True North Finance based out of Pune. Being a Certified Financial Planner,I am committed to delivering high-quality financial advice and services to my clients, based on my extensive knowledge and experience in the field.It is my firm belief that All of us have the potential to live a rich life if guided properly. I believe that everyone deserves to have a secure and prosperous future, and I am ready to help you achieve yours.

Practice at a glance

2
Years of Experience
110
Families Served
₹50
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

Education

Formal Education

BA – Bachelor of Arts

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals

Can help you buy / invest in

Other Insurances
Global Investing
Life Insurance