Samir Baksh

Samir Baksh Email and Phone Number

Managing Director at Fortitude Financial Services Ltd. @ Fortitude Financial Services Ltd.
Samir Baksh's Location
Trinidad and Tobago, Trinidad and Tobago
Samir Baksh's Contact Details

Samir Baksh personal email

About Samir Baksh

I started of in the Financial Sector through the insurance industry as I possess a strong background in that arena having grown up with two parents that continue to have a very successful career in that field. I have since expanded my knowledge and expertise to include several areas of financial planning inclusive of investments, savings, retirement portfolio building as well as estate planning to some extent.I intend to continue to gain valuable experience in order to someday become self sufficient as both an entrepreneur as well as financial professional and am currently on a career to establish my own Consultancy at the age of thirty.My personal goals include starting and maintaining an orphanage for the underprivileged children in my country. I am passionate about the lack of provisions in terms of education and standard of living to children who are in situations that deprive them of what are deemed normal amenities.

Samir Baksh's Current Company Details
Fortitude Financial Services Ltd.

Fortitude Financial Services Ltd.

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Managing Director at Fortitude Financial Services Ltd.
Employees:
3
Samir Baksh Work Experience Details
  • Fortitude Financial Services Ltd.
    Managing Director
    Fortitude Financial Services Ltd. Feb 2018 - Present
    Trinidad And Tobago
    Fortitude Financial Services Limited (later referred to as Fortitude) was established to meet the evolving financial needs of clients across Trinidad and Tobago. At Fortitude we specialise not only in holistic financial planning services but also in education and training in these areas as knowledge is the power that leads to making the right decisions. We believe that the right plan starts with the right habits and we focus on providing viable solutions to our clients. At Fortitude we foster a culture of professionalism, service excellence, integrity, confidentiality and strong corporate governance.Our services include but are not limited to:- Savings and Investment Planning- Tax Planning and Accounting Services- Insurance Planning- Retirement Planning- Corporate Secretarial Services (Company registration, annual returns, company bank account documents, etc.)- Estate Planning- Financial workshops to corporations and groupsContact information:Samir Baksh | samir@myfortitudett.com | 463 8100Diana Seepersad | diana@myfortitudett.com | 704 5167Nadira Seepersad | nadira@myfortitudett.com | 713 9403Fortitude Financial Services LimitedPlan | Preserve | Protect
  • Pan-American Life Insurance Group
    Financial Advisor
    Pan-American Life Insurance Group Jun 2014 - Present
    Trinidad And Tobago
    Conducting in depth review of clients' current financial circumstances, current financial provisions and future financial needs.Researching information from various sources, particularly providers of financial products.Providing clients with information on various products that may suit their needs that are available on the market.Preparing plans that will best satisfy clients financial goals.Reviewing and responding to clients changing financial needs and circumstances.Liaising with financial advisors from various institutions in order to keep abreast of all products and services on the market.Keeping abreast of changes in financial legislation, inclusive of tax legislation.Periodical meetings with clients to review their plans and inform them of new services and products that may add value to their portfolio
  • Kiss Baking
    Productions
    Kiss Baking Jun 2012 - Jul 2012
    Trinidad And Tobago
    Duties included:Ensuring that the production is cost effective.Monitoring the production processes.Monitor usage and wastage of materials.Responsible for ensuring that production was timely.Minor quality control duties.
  • Hand Arnold Trinidad Limited
    Merchandiser
    Hand Arnold Trinidad Limited Jul 2011 - Aug 2011
    Trinidad And Tobago
    Hand Arnold Trinidad Limited is one of the premier wholesale distributors in the Caribbean with over 92 years experience in the distribution trade.Responsibilities included:Ensuring that products appear in the right store at the right time and in the correct quantities.Deciding on amount of money to be spent and the amount of products to be purchased.Liaison between company and clients, namely supermarkets.Controlling stock levels based on forecasts for the season.

Samir Baksh Skills

Customer Service Social Media Microsoft Office Teamwork Financial Analysis Microsoft Excel Powerpoint Research Microsoft Word English Microsoft Powerpoint

Samir Baksh Education Details

Frequently Asked Questions about Samir Baksh

What company does Samir Baksh work for?

Samir Baksh works for Fortitude Financial Services Ltd.

What is Samir Baksh's role at the current company?

Samir Baksh's current role is Managing Director at Fortitude Financial Services Ltd..

What is Samir Baksh's email address?

Samir Baksh's email address is sa****@****ail.com

What schools did Samir Baksh attend?

Samir Baksh attended University Of The West Indies, St. Augustine Campus, Trinity College East.

What are some of Samir Baksh's interests?

Samir Baksh has interest in Social Services, Children.

What skills is Samir Baksh known for?

Samir Baksh has skills like Customer Service, Social Media, Microsoft Office, Teamwork, Financial Analysis, Microsoft Excel, Powerpoint, Research, Microsoft Word, English, Microsoft Powerpoint.

Who are Samir Baksh's colleagues?

Samir Baksh's colleagues are Nadira Seepersad.

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