Private Wealth Advisory.
Private Wealth Advisory.
Private Wealth Advisory.
Built on
Built on
Built on
We are a people-oriented, boutique financial advisory serving individuals, families, professionals, business owners and corporates. We offer thoughtful, long-term financial planning - built around your goals.
We are a people-oriented, boutique financial advisory serving individuals, families, professionals, business owners and corporates. We offer thoughtful, long-term financial planning - built around your goals.
We are a people-oriented, boutique financial advisory serving individuals, families, professionals, business owners and corporates. We offer thoughtful, long-term financial planning - built around your goals.
Basil's Approach to Wealth
Basil's Approach
to Wealth
Basil's Approach to Wealth
Our process is simple, strategic, and built around what matters most - you.
Our process is simple, strategic, and built around what matters most - you.
1. Client-Centered
We believe financial planning should be personal, not product-driven. We listen closely, understand what matters to you, and offer advice rooted in your unique goals.
1. Client-Centered
We believe financial planning should be personal, not product-driven. We listen closely, understand what matters to you, and offer advice rooted in your unique goals.
2. Warm & Human
For us, wealth isn’t just about money — it’s about freedom, peace of mind, and personal priorities. We make plans around your values, not just your assets.
2. Warm & Human
For us, wealth isn’t just about money — it’s about freedom, peace of mind, and personal priorities. We make plans around your values, not just your assets.
2. Warm & Human
For us, wealth isn’t just about money — it’s about freedom, peace of mind, and personal priorities. We make plans around your values, not just your assets.
3. Purpose-Driven
At Basil, every decision is shaped by your goals — not trends or market noise. Clarity, and far-sightedness guide our choices.
3. Purpose-Driven
At Basil, every decision is shaped by your goals — not trends or market noise. Clarity, and far-sightedness guide our choices.
4. Simple and Clear
We believe clarity brings confidence. Our advice is jargon-free, transparent, and easy to understand and act upon.
4. Simple and Clear
We believe clarity brings confidence. Our advice is jargon-free, transparent, and easy to understand and act upon.
Our process is simple, strategic, and built around what matters most - you.
1. Client-Centered
We believe financial planning should be personal, not product-driven. We listen closely, understand what matters to you, and offer advice rooted in your unique goals.
1. Client-Centered
We believe financial planning should be personal, not product-driven. We listen closely, understand what matters to you, and offer advice rooted in your unique goals.
2. Warm & Human
For us, wealth isn’t just about money — it’s about freedom, peace of mind, and personal priorities. We make plans around your values, not just your assets.
3. Purpose-Driven
At Basil, every decision is shaped by your goals — not trends or market noise. Clarity, and far-sightedness guide our choices.
4. Simple and Clear
We believe clarity brings confidence. Our advice is jargon-free, transparent, and easy to understand and act upon.
The People Behind
Basil Financials
The People Behind
Basil Financials
The People Behind
Basil Financials
Sreesha K L
Managing Partner
Sreesha K L
Managing Partner
Sreesha brings in a rich industry experience of 20+ years. He has worked for top BFSI institutions like HDFC Bank, ICICI Prudential during his professional career. He currently guides the company research team to build clients’ portfolios
Sreesha brings in a rich industry experience of 20+ years. He has worked for top BFSI institutions like HDFC Bank, ICICI Prudential during his professional career. He currently guides the company research team to build clients’ portfolios
Sreesha brings in a rich industry experience of 20+ years. He has worked for top BFSI institutions like HDFC Bank, ICICI Prudential during his professional career. He currently guides the company research team to build clients’ portfolios
Shriram Kalamadi
Managing Partner
Shriram is a Certified Financial Planner with 20 years of experience in the financial service industry. He brings rich experience in portfolio management and taxation. He has worked with some of the top MNCs during his journey.
Shriram Kalamadi
Managing Partner
Shriram is a Certified Financial Planner with 20 years of experience in the financial service industry. He brings rich experience in portfolio management and taxation. He has worked with some of the top MNCs during his journey.
Shriram is a Certified Financial Planner with 20 years of experience in the financial service industry. He brings rich experience in portfolio management and taxation. He has worked with some of the top MNCs during his journey.
Built on Trust.
Driven by Expertise
Built on Trust.
Driven by Expertise
Supriya Das
Arts Practitioner
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.
Supriya Das
Arts Practitioner
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.
Milind Hanchinmani
Individual
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.
Milind Hanchinmani
Individual
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.
Girish and Mitalee
Chief Engineer, Anglo Eastern Shipping
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.
Girish and Mitalee
Chief Engineer, Anglo Eastern Shipping
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.
Kusuma Ramaswamy
Software Professional, Broadcom
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!
Kusuma Ramaswamy
Software Professional, Broadcom
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!
Supriya Das
Arts Practitioner
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.
Milind Hanchinmani
Individual
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.
Girish and Mitalee
Chief Engineer, Anglo Eastern Shipping
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.
Kusuma Ramaswamy
Software Professional, Broadcom
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!
Supriya Das
Arts Practitioner
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.
Milind Hanchinmani
Individual
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.
Girish and Mitalee
Chief Engineer, Anglo Eastern Shipping
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.
Kusuma Ramaswamy
Software Professional, Broadcom
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!
