Wealth Management for Exceptional Clients
Bakshi & Associates combines an intensely rigorous approach to investing with a commitment to the highest levels of service for clients of extraordinary means and accomplishment. Vishal Bakshi feels privileged to work with a highly exclusive group of remarkable people, including entrepreneurs and corporate CEOs who have created substantial wealth in a single generation.
Vishal serves an extremely limited number of individuals, families and family foundations. Focusing on a select few clients enables him to devote the time and personal attention he believes are essential to providing insightful advice and guidance. In 2013, Vishal was ranked number 20 on Barron’s magazine's list of America’s Top 100 Financial Advisors.
"My personal journey, from a childhood in public housing to Harvard Business School and careers in engineering and finance, has given me a deep appreciation of the characteristics of successful entrepreneurs and business leaders. The clients I work with tend to share my values of self-motivation, the drive to succeed and a commitment to personal excellence. They demand and deserve exceptional service with meticulous attention to detail."
Private Wealth Advisor
*Source: Barron's magazine, April 15, 2013, America’s Top 100 Financial Advisors list. Advisors considered for the "America's Top 100 Financial Advisors list" ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
A Distinctive Investment Approach
Vishal believes his contrarian approach to investing is a key reason why clients choose to work with him. He is proactive with client portfolios based on an intelligent, original perspective of the global economic and financial markets. Vishal guides clients in developing individual asset allocation and risk management strategies rooted in a broader vision that begins with a thoughtful analysis of global economies and financial markets.
Vishal’s viewpoints reflect his extensive study of economic and investment research and more than a decade of experience through a variety of market conditions.
Investment portfolios are highly customized according to each client’s specific goals, liquidity needs, risk profile, time horizon and objectives, as well as business, tax and wealth transfer considerations. Vishal works with clients to establish clear investment guidelines and to construct diversified portfolios based on these criteria. With the support of the financial analysts on his team, and drawing on research and his broad financial community network, he periodically assesses risk and analyzes each position in the portfolio. He may also suggest tactics designed to minimize the effects of market turbulence."The clients I work with expect their private wealth advisor to have a distinct outlook on where global economies and financial markets are headed. I have strong convictions and insights into market behavior that I believe resonate well with clients who have worked hard to earn substantial wealth."
Private Wealth Advisor
A Commitment to Service
Merrill Private Wealth Management is committed to providing a select group of wealthy clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, help you monitor it and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and we will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.
We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.