Basil Financials is a financial advisory firm dedicated to serving the investment needs of a wide range of clients. With over 20 years of experience in the financial services industry, we offer expert financial advice to Individual & Family clients, Professionals, Business Owners, Corporates and Start Ups. Our team of industry veterans aims to help our clients realize their financial goals and take control of their future.
Our Mission
Our mission is to ‘help our clients fulfill their aspirations & enjoy the lifestyle they desire, free from the worry of running out of money, through effective money management’.
Our Philosophy
‘Step into customer’s shoes to be able to serve them better’
Honest and customer centric service is what we focus at Basil. Therefore, our professional advice is simple, clear & jargon free, that a layperson can understand. The recommendations and solutions we provide are always in client’s best interest and are centered only on them and never on any particular products.
What makes us different?
Good Listeners
We carefully listen to you to be able to understand you and your needs very well.
Customer Focused
All our advices are centered just around you and never on any particular products.
Simple solution
Our solutions are simple, clear and jargon-free, that can be understood by any layperson.
How our client 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.