your FINANCES!
money management!
for better returns!
How we do it?
When it comes to Financial Planning, there is no ‘one-size fits all’ solution. At Basil Financials, you will get to work with a dedicated CFP® Professional to understand what’s important to you with the help of a goal setting and a detailed financial analysis session. Based on your inputs, we design a customized financial plan that works for you.
Here is how it is done:
Need Analysis
As a first step, we listen to you & understand your lifestyle, financial background, current financial status and your life goals.
Goal Setting
Together we identify your life goals – short, medium and long term. And set value for each of these goals.
Planning
With discussions, we figure out the financial means to achieve these goals.
Execution
We will guide you to take recommended course of actions like new/alternate investments, insurance, expenditure adjustments, etc.
Review
Together we review your portfolio at regular intervals and rebalance it, wherever necessary.
What we offer?
Individual and family clients, business owners, entrepreneurs, startups, and corporates can all benefit from our expert financial advice.
Personal Finance
Personal Finance
Financial Freedom may mean different things to different people. But, for us it is…
Corporate Finance
Corporate Services
Management of finances is very crucial for business success. We very well…
Training Solutions
Training Solutions
We develop and offer tailored training programs on topics like Stock market,…
How our clients feel?
My association with Basil started in 2017. It’s been a very nice association so far and I am satisfied with the services provided.
I always receive well-informed advice from Basil, be it on my personal finances, mutual funds or on equity.
Their personal visits and talking F2F added value to me as investor when I see the complete view on how my money is getting vested and seeing the growth of my investment!
I strongly recommend Basil to anyone looking for investment and wealth Growth!
Basil handling our finances for the last 3 years. We had a very different notion of financial advisors which Sreesha and Sriram changed over the course of our relationship. The honesty and frankness that they offer while discussing money are just mind-blowing.
Thanks so much, guys! looking forward to your support for many more years to come.
Appreciate how you guys helping us.
I have been working with Shriram, Basil Financials, for the past 1.5 years and am extremely happy with it.
He has a great knowledge and he explains what is his strategy based on our need and requirements and send regular tracking reports on how we are doing.
Overall , I have someone to discuss, brainstorm and decide on right investments for our family and I highly recommend Basil Financials.
Sreesha and his Basil Financials team became part of life’s journey when I was taking a crucial step in my life, of quitting my IT career, to do what I love doing, travelling. Now with no regular monthly salary, it could have possibly been a pause to that for sometime. But having Basil Financials team hand holding me through this transition with their clear and a well structured plan.
Thank you Sreesha and Sriram for this trusting journey. They are like family now.
Kudos to this relationship you build with your clients and cheers for many more years to come.
What's in News?
Basil’s knowledge articles will help you understand financial planning in a simple way and will give you glimpses of what’s going around in the industry.
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Volatility Is Your Friend: Leveraging Market Fluctuations for Long-Term Gains
For the last few days, we have been seeing a downturn in the market, which could have prompted you to reconsider your decision to invest in mutual funds. During such situations, bank savings appear to be the safest option because your invested amount would not go down at any given point.
February 1, 2025 -
Which is the best time to invest in Market
October 14, 2021 -
The rich own stocks, the middle class own homes.
September 10, 2021