Management of finances is very crucial for business success. We very well understand that, as a business owner or a Finance Head, you already have many things on your plate. Added task of financial planning can take away from other high-priority duties. At Basil, we help you with comprehensive, value-aligned money management, investment consulting and financial planning for businesses.
Cash Flow and Tax Planning
We manage surplus cash for corporates through investment in the market to earn interest, fully evaluating the Liquidity, Interest & Credit Risk of the issuer.
Asset Management
We offer a well diversified and properly constructed portfolio for your business that can help you achieve your financial goals over a period of time – long-term & short term.
What our Clients are saying?
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.