Personal Finance
Financial Freedom, Thoughtfully Planned

Personal Finance
Financial Freedom, Thoughtfully Planned

Personal Finance
Financial Freedom, Thoughtfully Planned

Goal Planning
From your child's education to ideal holiday getaway - Turn your dreams into feasible milestones!

Goal Planning
From your child's education to ideal holiday getaway - Turn your dreams into feasible milestones!

Goal Planning
From your child's education to ideal holiday getaway - Turn your dreams into feasible milestones!

Why Goal Planning?

Every meaningful event in life carries both emotions and expenses. Whether it’s funding your child’s education, building a dream home, buying a car, planning a vacation, or preparing for a wedding, structured goal planning enables you to have a clear roadmap, breaking down big dreams into small achievable steps. It ensures you save and invest in accordance with desired timelines. Most importantly, it allows you to plan ahead of time and celebrate the milestone without financial stress.

Why Goal Planning?

Every meaningful event in life carries both emotions and expenses. Whether it’s funding your child’s education, building a dream home, buying a car, planning a vacation, or preparing for a wedding, structured goal planning enables you to have a clear roadmap, breaking down big dreams into small achievable steps. It ensures you save and invest in accordance with desired timelines. Most importantly, it allows you to plan ahead of time and celebrate the milestone without financial stress.

Why Goal Planning?


Every meaningful event in life carries both emotions and expenses. Whether it’s funding your child’s education, building a dream home, buying a car, planning a vacation, or preparing for a wedding, structured goal planning enables you to have a clear roadmap, breaking down big dreams into small achievable steps. It ensures you save and invest in accordance with desired timelines. Most importantly, it allows you to plan ahead of time and celebrate the milestone without financial stress.

Kid's Education

Safeguard your child’s future by setting aside funds for quality schooling, college or even studying abroad.

Kid's Education

Safeguard your child’s future by setting aside funds for quality schooling, college or even studying abroad.

Kid's Education

Safeguard your child’s future by setting aside funds for quality schooling, college or even studying abroad.

Build a House

Build your dream home without stretching your budget. Our plans align your investments to your construction goals.

Build a House

Build your dream home without stretching your budget. Our plans align your investments to your construction goals.

Build a House

Build your dream home without stretching your budget. Our plans align your investments to your construction goals.

Buy a Car

Plan your next ride in advance, whether it’s your first family car or an upgrade.

Buy a Car

Plan your next ride in advance, whether it’s your first family car or an upgrade.

Buy a Car

Plan your next ride in advance, whether it’s your first family car or an upgrade.

Vacation

Make your dream vacation stress-free & memorable by setting a goal for your travel fund and tracking your journey.

Vacation

Make your dream vacation stress-free & memorable by setting a goal for your travel fund and tracking your journey.

Vacation

Make your dream vacation stress-free & memorable by setting a goal for your travel fund and tracking your journey.

Kid's Marriage

Celebrate life’s special day without financial compromise. We help you plan for your kid's big day while keeping other priorities on track.

Kid's Marriage

Celebrate life’s special day without financial compromise. We help you plan for your kid's big day while keeping other priorities on track.

Kid's Marriage

Celebrate life’s special day without financial compromise. We help you plan for your kid's big day while keeping other priorities on track.

Contingency

Stay prepared for life's surprises - be it unexpected medical bills, broken appliances or even sudden loss of income.

Contingency

Stay prepared for life's surprises - be it unexpected medical bills, broken appliances or even sudden loss of income.

Contingency

Stay prepared for life's surprises - be it unexpected medical bills, broken appliances or even sudden loss of income.

Your dreams deserve a clear roadmap - turn them into a plan today.

Your dreams deserve a clear roadmap - turn them into a plan today.

Retirement Planning
Embrace your retirement with a proper plan that ensures financial independence, peace of mind, and the flexibility to live life on your terms.

Retirement Planning
Embrace your retirement with a proper plan that ensures financial independence, peace of mind, and the flexibility to live life on your terms.

Retirement Planning
Embrace your retirement with a proper plan that ensures financial independence, peace of mind, and the flexibility to live life on your terms.

Why Retirement Planning?

Retirement planning ensures financial freedom, stability, and peace of mind in the years ahead. It protects savings against inflation, prepares for healthcare costs, and generates a consistent source of income. A well-thoughtout strategy not only supports your lifestyle but also allows you to leave a lasting legacy for your loved ones.

Why Retirement Planning?

Retirement planning ensures financial freedom, stability, and peace of mind in the years ahead. It protects savings against inflation, prepares for healthcare costs, and generates a consistent source of income. A well-thoughtout strategy not only supports your lifestyle but also allows you to leave a lasting legacy for your loved ones.

Retire with confidence. Start building your comfortable tomorrow today.

Retire with confidence. Start building your comfortable tomorrow today.

Why Retirement Planning?

Retirement planning ensures financial freedom, stability, and peace of mind in the years ahead. It protects savings against inflation, prepares for healthcare costs, and generates a consistent source of income. A well-thoughtout strategy not only supports your lifestyle but also allows you to leave a lasting legacy for your loved ones.

Investment Advisory
Build lasting wealth with clear investment strategies.

Investment Advisory
Build lasting wealth with clear investment strategies.

Investment Advisory
Build lasting wealth with clear investment strategies.

Why Investor Advisory?

Stocks, Mutual Funds, Fixed Deposits, gold, real estate - the world of investments can be overwhelming. Without the proper guidance, it’s easy to get lost in the market noise or make decisions driven by short-term trends. Whereas an Investment advisor can help you

Why Investor Advisory?

Stocks, Mutual Funds, Fixed Deposits, gold, real estate - the world of investments can be overwhelming. Without the proper guidance, it’s easy to get lost in the market noise or make decisions driven by short-term trends. Whereas an Investment advisor can help you

Why Investor Advisory?

Stocks, Mutual Funds, Fixed Deposits, gold, real estate - the world of investments can be overwhelming. Without the proper guidance, it’s easy to get lost in the market noise or make decisions driven by short-term trends. Whereas an Investment advisor can help you

Balance the risk and return effectively
01
Balance the risk and return effectively
01
Balance the risk and return effectively
01
Diversify across asset classes wisely.
02
Diversify across asset classes wisely.
02
Diversify across asset classes wisely.
02
Stay disciplined through market ups and downs
03
Stay disciplined through market ups and downs
03
Stay disciplined through market ups and downs
03
Focus on growth that aligns with your life goals
04
Focus on growth that aligns with your life goals
04
Focus on growth that aligns with your life goals
04

With expert advice, you gain more than just potential returns -

confidence, peace of mind, and a clear path to your financial future.

With expert advice, you gain more than just potential returns -

confidence, peace of mind, and a clear path to your financial future.

How much do you know about investing?
I have never invested before.
I’ve tried simple options like FD, gold, or small savings plans.
I have invested in mutual funds or stocks before.
I regularly invest and track the markets.
01
How much do you know about investing?
I have never invested before.
I’ve tried simple options like FD, gold, or small savings plans.
I have invested in mutual funds or stocks before.
I regularly invest and track the markets.
01
How much do you know about investing?
I have never invested before.
I’ve tried simple options like FD, gold, or small savings plans.
I have invested in mutual funds or stocks before.
I regularly invest and track the markets.
01

Your investor type is just the start. Let’s build a strategy together.

Your investor type is just the start. Let’s build a strategy together.

Tax Advisory
Optimise your taxes - Pay what’s fair, save what’s yours.

Tax Advisory
Optimise your taxes - Pay what’s fair, save what’s yours.

Why Tax Advisory?

Taxes can drain your wealth if not managed smartly. Strategic tax planning makes sure that you save more, invest efficiently, and remain compliant. It’s not just about filing returns - it’s about optimizing your entire finances.

Why Tax Advisory?

Taxes can drain your wealth if not managed smartly. Strategic tax planning makes sure that you save more, invest efficiently, and remain compliant. It’s not just about filing returns - it’s about optimizing your entire finances.

Optimize Your Wealth with Smart Tax Advisory.

Optimize Your Wealth with Smart Tax Advisory.

Estate Planning
Preserve your legacy and facilitate a smooth transfer of wealth for future generations.

Estate Planning
Preserve your legacy and facilitate a smooth transfer of wealth for future generations.

Estate Planning
Preserve your legacy and facilitate a smooth transfer of wealth for future generations.

Why Estate Planning?

Estate planning isn’t just for the wealthy - it’s for anyone who wants clarity and peace of mind about the future. Without a plan, families may face legal hurdles, unexpected taxes, or disputes at a time when they should be focusing on what truly matters. With proper estate planning, you can:

Why Estate Planning?

Estate planning isn’t just for the wealthy - it’s for anyone who wants clarity and peace of mind about the future. Without a plan, families may face legal hurdles, unexpected taxes, or disputes at a time when they should be focusing on what truly matters. With proper estate planning, you can:

Ensure smooth transfer of your assets to the right people.

Ensure smooth transfer of your assets to the right people.

Ensure smooth transfer of your assets to the right people.

Minimize legal complications, taxes, and delays for your heirs.

Minimize legal complications, taxes, and delays for your heirs.

Minimize legal complications, taxes, and delays for your heirs.

Protect minor children and dependents through guardianship.

Protect minor children and dependents through guardianship.

Protect minor children and dependents through guardianship.

Preserve family harmony by making your wishes clear and well defined.

Preserve family harmony by making your wishes clear and well defined.

Preserve family harmony by making your wishes clear and well defined.

Preserve family harmony by making your wishes clear and well defined.

Create a lasting legacy that reflects your values and vision.

Create a lasting legacy that reflects your values and vision.

Create a lasting legacy that reflects your values and vision.

Secure your legacy with care - because your loved ones deserve more than just wealth.

Secure your legacy with care - because your loved ones deserve more than just wealth.

Insurance Advisory
Family, assets or future - secure them with the right insurance plan.

Insurance Advisory
Family, assets or future - secure them with the right insurance plan.

Insurance Advisory
Family, assets or future - secure them with the right insurance plan.

Why Insurance Advisory?

Insurance serves as a reliable financial safety net, protecting family, health, and valuable assets against the unexpected. It ensures stability, peace of mind, and the support needed to keep moving forward without financial stress, even during hardships. Yet with countless policies and complex terms, choosing the right insurance can be overwhelming. This is where an insurance advisor can help - offering expert guidance tailored to your needs, ensuring right coverage, cost effectiveness and complete protection.

Why Insurance Advisory?

Insurance serves as a reliable financial safety net, protecting family, health, and valuable assets against the unexpected. It ensures stability, peace of mind, and the support needed to keep moving forward without financial stress, even during hardships. Yet with countless policies and complex terms, choosing the right insurance can be overwhelming. This is where an insurance advisor can help - offering expert guidance tailored to your needs, ensuring right coverage, cost effectiveness and complete protection.

Insurance is peace of mind for you and security for your loved ones.

Insurance is peace of mind for you and security for your loved ones.

Why Insurance Advisory?

Insurance serves as a reliable financial safety net, protecting family, health, and valuable assets against the unexpected. It ensures stability, peace of mind, and the support needed to keep moving forward without financial stress, even during hardships. Yet with countless policies and complex terms, choosing the right insurance can be overwhelming. This is where an insurance advisor can help - offering expert guidance tailored to your needs, ensuring right coverage, cost effectiveness and complete protection.

Contact Us

Contact Us

Contact Us

We’d love to hear from you! Whether you have a question, need support, or just want to connect, our team is here to help.

We’d love to hear from you! Whether you have a question, need support, or just want to connect, our team is here to help.

We’d love to hear from you! Whether you have a question, need support, or just want to connect, our team is here to help.

Bangalore

Basil Financials

971, 1st J Main Road,

2nd Stage, Girinagar

Bangalore – 560085

Ph: +91 99452 75430

Bangalore

Basil Financials

971, 1st J Main Road,

2nd Stage, Girinagar

Bangalore – 560085

Ph: +91 99452 75430

Bangalore

Basil Financials

971, 1st J Main Road,

2nd Stage, Girinagar

Bangalore – 560085

Ph: +91 99452 75430

Shivamogga

Basil Financials

Rathna Arcade, Kuvempu Road, Beside Nanjappa Hospital,

Shivamogga – 577201

Ph: +91 98444 42244

Shivamogga

Basil Financials

Rathna Arcade, Kuvempu Road, Beside Nanjappa Hospital,

Shivamogga – 577201

Ph: +91 98444 42244

Shivamogga

Basil Financials

Rathna Arcade, Kuvempu Road, Beside Nanjappa Hospital,

Shivamogga – 577201

Ph: +91 98444 42244