About us
BasuNivesh was founded by Basavaraj Tonagatti in the year 2011 with the intention to spread financial planning awareness. He is writing articles on various topics related to Personal Finance. As of now, he wrote around 700+ articles on personal finance.
Our Story
What We Do & How We Got Here
He is a SEBI Registered Investment Adviser (SEBI RIA) who is practicing the Fee-Only Financial Planning Service, CFP (Certified Financial Planner) and a Blogger.
He registered as a SEBI RIA in the year 2018. As of now, servicing around 300+ satisfied clients.
He completed CFP (Certified Financial Planner) certification in the year 2011, (a mark of excellence granted by Financial Planning Standards Board, to individuals who meet the stringent standards of education, examination, experience, and ethics). It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community.
His strong belief is that with constant education and awareness we can easily create a sound financial life and avoid wrong advice which may harm our future financial life.
Our Company Mission & Client Vision
Mission
Our mission is to awaken a financial planner inside our clients by educating, creating awareness by following the simplistic and easy to follow the approach of financial planning.
Vision
To have a positive impact on the lives of our clients by helping them achieve their financial goals and obtain peace of mind over their finances. We do this by providing holistic fee-only financial planning and investment advisory services tailored to the specific needs of each client, based on their goals and values.
Values
We follow the fee-only financial planning service. By this process, we value our client’s needs at first as we are not associated with any Mutual Fund Companies or Insurance Companies directly or indirectly.
Recent Years
The Proof is in the Numbers
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