HOW CAN I HELP YOU...

I'm Basanagouda Patil -
Your personal finance professional

I’m a Certified Financial Planner (CFP®), Chartered Wealth Manager (CWM®), MBA , and CFA Level II candidate.

With 15+ years of leadership experience across banking, investments, and wealth management, I bring a blend of financial expertise and entrepreneurial vision. Today, I lead FinBees Wealth, a client-first wealth management company dedicated to helping individuals and families achieve financial freedom.

My career journey has been shaped by one principle: finance is not about products—it’s about people and their life goals.

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I’d love to help you with your financial planning, investments, or wealth management questions. Just fill in the form below, and I’ll get back to you personally.

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Basanagouda Patil

Basanagouda Patil

CFP®, CWM®, MBA

FinBees Pvt Ltd | Founder and CEO

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🎳 Professional Tenpin Bowler

I am not only a finance strategist, but also a Professional Tenpin Bowling Player, proudly registered with the  Karnataka State Tenpin Bowling Association (KSTBA). Over the past 5–6 years, I have been actively training, practicing, and participating in bowling tournaments, steadily building my profile as a competitive athlete.

Bowling, for me, is more than a sport—it is about discipline, precision, and focus. The same values that help me advise clients in finance are what guide me on the lanes: patience under pressure, consistency in performance, and resilience through challenges.

This page reflects my journey as an athlete and the dedication I bring both to the sporting arena and to my clients’ financial success.

Services

Your financial journey deserves clarity, discipline, and a trusted guide.

Here’s how I help you turn financial goals into reality.

Wealth Management & Advisory

Personalized strategies to help you grow, protect, and manage wealth with confidence.

Tax & Investment Planning

Smart, compliant, and effective planning to maximize savings and returns.

Financial Education

Workshops, blogs, and resources that simplify finance for individuals and families.

Speaking Engagements

Engaging talks on wealth creation, financial literacy, and the future of investing.

Recent Insights from the Knowledge Hub

 Practical, easy-to-read articles on investing, tax planning, and personal finance — written to help you make smarter money decisions.

👉   “EXPLORE ALL BLOGS HERE”

Contact Me for any question

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