FEE ONLY
FINANCIAL PLANNING
SERVICE
Every day, you spend around 8 to 10 hours to earn money. Do you spend even 1% of the same time trying to find the best way to utilize this? While it is important to spend time trying to earn more money – in the form of bonuses, more customers, hiked salaries or higher commissions, it is also important for you to spend time to figure out the right way your money is invested. I am here to help you figure out the right way.
Unlike other avenues, like Insurance Agents, Mutual Fund Advisers or Bank RM, I am not here to SELL any product. I am here to provide an unbiased investment advisory, in the form of Fee-Only Financial Planning service.
Planning service.
Welcome to BasuNivesh. I am Basavaraj Tonagatti, founder of BasuNivesh. I am a SEBI Registered Investment Adviser (RIA), CFP and a Fee-Only Planner.
My job as a fee-only planner is to analyzing your Insurance needs, identifying your financial goals, analyzing your current investment and aligning the same towards your financial goals.
With around 8 years of vast experience in the finance field, I strongly believe that one must have an advice from an expert who is completely conflict-free and client-centric.
I like to keep things simple and not confuse my client by recommending complicated products.
If you are looking for unbiased, fee-only financial planning, where the fee is fixed rather than the % of AUM, then you are on the right page.
BasuNivesh is a Personal Finance Blog, hosted by me since 2011. BasuNivesh is one among the Top 10 India’s Personal Finance Blog. We have clients all across the globe, across age groups, ranging over a broad spectrum of net-worth.
Media Presence of Basavaraj Tonagatti and BasuNivesh
# My success story published in Morningstar India
Blogging is a great way to acquire clients
# My media presence, where my views are published in Finance Magazines and Dailies.
The Indian Express, The Economic Times, Financial Express, Business Today and Morningstar India
# About My Blogging journey and success story
# My TV Interview in DD Chandana Shubhodaya Karnataka which aired LIVE on 17th June, 2019.
FIDUCIARY
I am a SEBI registered investment adviser, I have a fiduciary responsibility to serve my clients. I have to put my client’s interest above my own. Hence, I am not eligible to earn the commission or any other form of remuneration in a direct or indirect way from anyone for the service I render to you. Also, I am not associated with any Insurance or Mutual Fund Companies in a direct or indirect way.
NO COMMISSIONS
I practice the “Fee-only” Financial Planning. I charge a flat annual fee for service. I receive no commissions or incentive of any kind from mutual fund houses, insurance companies, and other financial product manufacturers.
CONFLICT-FREE ADVICE
As I am not selling you any products and not associated with anyone directly or indirectly, I can provide you an unbiased and comprehensive financial advice.
AS OF NOW, WE HAVE AROUND 150+ TRUSTED CLIENTS ACROSS GLOBE WHO BENEFITTED FROM OUR FEE-ONLY FINANCIAL PLANNING ADVICE (DATA AS OF MARCH 2019).
