Former Licensed Investment Advisor (2008–2023)

Yaron Bakshi

Founder, “Bakshi Finance” Family Office

For nearly two decades I’ve been navigating the capital markets, and every day, anew, I choose to seek the best from a sea of possibilities. First in music, then in stocks — and always, in people.

All the knowledge and experience I’ve accumulated over the years — I’ve distilled it for you into practical, accessible tools. I invite you to understand the world of money, slowly and patiently, so you can take control of your financial future — with confidence and at your own pace.

Get to know me
Yaron Bakshi

From DJ to the World of Investing

My connection to precision and timing began at the age of 13. Music was my way of learning how to read a room, sense a moment, and know exactly when to choose the right sound. I started out as a DJ, and over the years I refined my ability to separate background noise from the real thing — the thing that makes the difference.

In a field where everyone is shouting, I choose to listen.

Over the years, I came to realize that this very same approach guides me in the world of investing. I believe in deep examination, careful filtering, and considered selection from countless possibilities. My goal isn’t to find what is “louder” — but what is truer and more precise for the client.

I built my professional foundations in academia (Economics and Business Administration at Ben-Gurion University), and since 2009 I have been active in the capital markets. Billions of shekels have passed through my hands over the years, yet the most valuable asset I’ve earned is trust. Some of my clients have walked alongside me since my Bank Igud days — relationships built not only on returns, but on integrity and genuine partnership.

I founded “Bakshi Finance” out of a vision to deliver something different: more personal, uncompromisingly professional, yet humble and committed. My mission is simple and sharp — to walk alongside people responsibly, with measured composure, and to treat every financial story with the same care I would want extended to my own — the same way I see my responsibility for my own family’s future.

Yaron Bakshi
17+ Years of Experience
17+
Years in Capital Markets
₪1B
In Portfolios Managed Over the Years
10+
Years of Continuous Client Relationships
Working Relationships with All Major Israeli Banks & Institutions

A Partnership That Strengthens Year After Year

Yaron has been with me and my family for more than a decade. The trust between us is unconditional.

— Client since the Bank Igud days, 12 years

We’ve been through Covid together, October 2023, and everything in between. What matters most to me is having someone who sees the full picture.

— Client, 8 years

I came in with no knowledge of the markets at all. Today I understand what’s happening in my portfolio — and I know there’s someone who cares.

— Newer client, 2 years

Knowledge Worth Sharing

Over the past decade I’ve delivered dozens of lectures in capital markets, investing and pension planning, some alongside leading speakers from Israel. I believe sharing knowledge is a moral duty — both to make the world of investing accessible to those who haven’t yet been exposed to it, and to provide depth and professional tools to seasoned investors.

Throughout my career, I’ve worked alongside Israel’s leading financial institutions and banks. These collaborations allow me to offer my clients a broad, objective and professional perspective across every investment channel.

From the Trading Floor to Independence

From a securities firm, through the major banks, to founding my own office — every stop taught me something new.
2009 — 2013
Portfolio & Mutual Fund Manager
Keshet Securities
This is where it all started. Real portfolio management, mutual funds, and direct contact with the market every single day.
2013 — 2017
Investment Advisor
Bank Igud — Tel Aviv HQ & Beersheba
Advising private clients, building trust, and serving as Head of Investments at the Beersheba branch.
2017 — 2021
Investment Advisor & Corporate Financial Advisor
Bank Leumi — Commercial Division
Advising corporates and high-net-worth clients. Specialized in financial statement analysis, FX hedging and corporate risk management.
2021 — Today
Founder & CEO
Bakshi Finance — Family Office
A dream that became reality. An independent office serving qualified investors, with a personal and professional approach.
The Bakshi family

The Side Behind the Numbers

For me, family is the compass and the anchor.

Being married to Tova, and the privilege of being a father to Tahel, Itai, Gaia and Yair — they are what remind me why I chose the independent path: to build genuine value through uncompromising professionalism.

I believe the world of capital is a calling. Responsibility begins at home, and from there it extends to every thought I share with the families I walk alongside — with composure, careful planning, and a long-term vision.

In the financial world, your security rests on the integrity of the person guiding it. When a family chooses to share their financial story with me, what they receive is a thinking partner who sees personal integrity as the cornerstone — the same way I see my responsibility for my own family’s future.

Bakshi Finance — Family Office

An independent office serving qualified investors. Personal service, deep research and direct access to me.
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Personal Portfolio Management

One-on-one investment management. I know every client, every portfolio, every decision. Specializing in value investing and stock selection following deep research.

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Financial Research

Top-tier analysis. Every stock goes through a 15-section review before it enters a portfolio. I don’t rely on tips — I do the work.

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Alternative Investments

Access to alternative funds, the way large institutions get them. Consumer credit, income-generating real estate, hedge funds and more — for qualified investors only.

Responsibility Isn’t Just a Word — It’s My Compass

When the events of October 7th broke out, it was clear to me that my place was on the civilian front. Together with my partners, we set up and ran a logistics command center for the security forces and soldiers, at the NEXT complex in the Omer Industrial Park. The privilege of serving the country and leading that effort — which led to receiving the President’s Medal for Volunteering — is the achievement I take greater pride in than any professional one.

I believe that anyone who handles other people’s money must, first and foremost, be a person who is there for them in the decisive moments. In the capital markets, as in life, volatility is an inseparable part of the game — but the response to it isn’t panic. It is knowledge, patience, and a long-term view.

I bring that same approach and those same values into the world of investing: no inflated slogans, no unnecessary noise. I’m here to make the world of money accessible to you, with patience and at eye level — the way I would want it explained to me.

My mission is to provide you not only with the most professional financial knowledge, but also with the confidence of having a thoughtful and trustworthy partner when it comes to your financial future.

President's Medal for Volunteering
President’s Medal for Volunteering

Not Just Numbers

Want to connect?

I’m always happy to talk — about investing, the markets, or just to say hello.